CareerPlan

Sachbearbeiter Steuerprozesse (m/w/d)

Neuss, NORDRHEIN_WESTFALENRemoteFull-time2026-11-12 → 2026-11-13
Hybrid

Core

Processing tax refund requests and comparisons, assisting with tax-related processes, and creating tax and interest certificates for a financial institution.

Role type

Tax process specialist (Sachbearbeiter Steuerprozesse)

Builds

Tax and interest certificates, refund approvals, and compliance documents (FATCA, CRS, GUED)

Domain

Banking and Financial Services

Required skills

Commercial training (preferably banking), tax processing experience, knowledge of Abgeltungsteuer, MS Office (Excel), written and verbal communication

Preferred skills

Knowledge of FATCA, CRS, GUED regulations

Responsibilities

Processing refund requests and comparisons, assisting with tax processes (freestellungsaufträge, NV certificates), creating tax/interest certificates, handling special conditions and product changes, communicating with customers and tax advisors

Seniority

Entry-level to Mid-level, operational support