Job Description

At Julius Baer, we celebrate and value the individual qualities you bring, enabling you to be impactful, to be entrepreneurial, to be empowered, and to create value beyond wealth. Let's shape the future of wealth management together.


The Investment Product Taxation Team forms part of Legal Financial Products, Credit & COO at Julius Baer, operating as an independent second line of defense within the Legal function.

YOUR CHALLENGE

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The Tax Specialist - Investment Products will join the Investment Product Taxation Team within Legal Financial Products, Credit & COO, taking ownership of taxation aspects and control activities related to investment products globally.


Verify the tax treatment of investment products with respect to income tax (across multiple jurisdictions), withholding tax, and financial transaction taxes (e.g., stamp duty, securities transfer tax) Provide investment product taxation support to key stakeholders including Private Banking, Global Products & Solutions (GPS) on product offerings and client solutions Maintain and update the tax suitability rule engine to reflect the latest legislative changes, tax rulings, and internal policy decisions, ensuring fiscally suitable product offerings and client solutions Perform independent monitoring and control activities as part of the second line of defence, validating the correct implementation of tax rules, systems, and processes, and escalating identified gaps or risks Impart product taxation expertise through dedicated training sessions and enhancing internal education material on investment product taxation topics Monitor investment product taxation developments, international and national legislative changes, and assess their impact on current practices and systems

YOUR PROFILE

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University degree in Law, Business Administration, Finance, or a related discipline. Equivalent practical experience will be considered Ideally a minimum of 2 years of post-academic experience in a financial institution, law firm, audit firm, or corporate tax environment Experience in private banking, wealth management, or capital markets is strongly preferred Sound understanding of Swiss and/or international tax principles affecting investment products Familiarity with Swiss tax law and selected foreign tax regimes relevant to Julius Baer's client base Knowledge of financial products (equities, bonds, funds, structured products) and trading environments Experience with tax automation tools, rule engines, or data validation systems is an advantage Ability to interpret complex legal and fiscal concepts and derive accurate, business-relevant conclusions Proactive and solution-driven: Takes initiative to address gaps and improve processes Clear communicator: Explains technical tax topics effectively to non-specialists Collaborates constructively across functions and levels Proficiency in English, German is a strong advantage; additional languages are beneficial
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