Sachbearbeiter/in (m/w/d) im Marktservice - Themenbereiche Kundensteuern und Kundendaten
Core
Processing customer tax transactions (withholding tax, solidarity surcharge, church tax), managing reporting procedures, and controlling transparency registers for commercial and corporate clients.
Role type
Senior operational specialist (customer tax and data)
Builds
Tax compliance reports and transparency register controls for commercial and corporate banking clients
Domain
Banking / Financial Services / Tax Compliance
Required skills
Tax law knowledge, transaction processing, reporting procedures, transparency register control, process control, client consultation
Preferred skills
Bank specialist qualification (Bankfachwirt), willingness to further train
Technologies
Banking core systems, transparency register databases
Responsibilities
Process customer tax transactions (withholding, solidarity surcharge, church tax), execute monthly KAP reporting, consult commercial and corporate clients on legitimacy and economic ownership, control transparency registers and file discrepancy reports, manage processes for giro accounts, powers of attorney, and safe deposit boxes