Mitarbeiterin / Mitarbeiter (divers) mit Schwerpunkt Wertpapier & Steuern
Core
Abwicklung, Nachbearbeitung und Kontrolle von Wertpapier- und Handelsgeschäften sowie Bearbeitung steuerlicher Fragestellungen im Kreditkartengeschäft.
Role type
Senior operational specialist (securities & tax)
Builds
Tax compliance processes and securities settlement workflows for the bank's market operations team.
Domain
Banking / Securities & Tax Compliance
Required skills
Securities trading operations, Tax compliance (withholding tax, capital gains tax), Data management (DATEV), Regulatory reporting (AEOI/FATCA), Financial accounting
Preferred skills
Bankfachwirt certification, Experience with tax residency verification
Technologies
DATEV
Responsibilities
Process and control securities and trading transactions, Act as tax expert for colleagues on withholding and US source tax, Manage tax data and capital gains tax payments, Verify tax residency indicators and request AEOI/FATCA self-declarations
Seniority
Mid-level, hands-on IC