Sachbearbeiter (m/w/d) Wertpapierabwicklung und Steuern
Core
Process securities and trading transactions, handle tax-related queries and filings for a regional savings bank.
Role type
Senior operational specialist (securities settlement and tax)
Builds
Securities settlement workflows and tax compliance processes
Domain
Banking and Finance
Required skills
Securities trading knowledge, Tax law expertise, Data entry and management, Stakeholder communication, Regulatory compliance (AEOI/FATCA), DATEV proficiency
Preferred skills
Bank specialist certificate (Bankfachwirt), Advanced tax qualification
Responsibilities
Process and reconcile securities and credit card transactions, Answer tax inquiries for market areas, Manage tax data and calculate capital gains tax, Verify tax residency and request documentation per AEOI/FATCA, Collaborate with internal partners and external service providers
Seniority
Mid-level, hands-on IC