CareerPlan

Sachbearbeiter:in Steuern (m/w/d)

München, BAYERNFull-time2026-07-10 → 2026-11-12

Core

Tax processing for capital income (dividends, interest, fund returns, capital gains) including calculation, withholding, and remittance of taxes.

Role type

Senior operational tax specialist (securities custody)

Builds

Tax certificates, regulatory reports, and tax corrections for private and corporate clients

Domain

Banking / Securities Custody / Tax Compliance

Required skills

Capital income tax calculation, tax data management, tax certificate verification, tax correction processing, regulatory reporting, stakeholder coordination, process optimization, system change testing

Preferred skills

MS Excel, regulatory compliance knowledge, project collaboration

Responsibilities

Process capital income taxes (dividends, interest, fund returns, capital gains), manage tax master data, verify tax certificates, handle tax corrections and refunds, create tax reports, coordinate with internal departments and tax authorities, participate in internal audits, ensure regulatory compliance, support process automation projects, test system changes.

Seniority

Mid-level, hands-on operational role