Senior German Tax Operations Specialist (f/m/d)

The role

The Senior German Tax Operations Specialist will manage daily KEST activities, investment tax mechanics, and fund processing. This person will act as a business analyst to translate German tax updates into automated core banking system logic.

What you will do

• Own daily KEST activities, run controls, solve incidents and support the Product team
• Support Product in the execution lifecycle of the annual Vorabpauschale calculation
• Support technical implementation and operational governance of MiKaDiv
• Lead continuous data gathering throughout the custody chain and validate beneficial ownership timelines
• Manage reporting and exception workflows for non-withheld or uncollectible capital gains tax
• Support CPB with the submission and running of FSAk controls
• Validate, track, and audit Non-Assessment Certificates
• Oversee automated real-time logic of Share Loss Pots and General Loss Pots
• Blueprint and implement technical logic for backward tax corrections in the event of an end-user's death
• Control the query process to the BZSt for Church Tax Automation

Benefits

• 20,000 euro per year for AI tools
• 30 days of annual leave
• Sports benefits
• Confidential professional coaching
• Flexibility to work remotely abroad for up to 183 days a year
• One-month fully paid sabbatical after every 4 years
• Personal development budget
• Competitive, above-market salary
• Participation in employee equity program
• Company-wide events such as UpFest, dinners, offsites and Holiday party

About the company

Upvest empowers businesses to offer a wide range of investment products and the best experience in the field of capital market investment and retirement planning. Founded in 2017, the company is backed by investors including BlackRock, Tencent, Sapphire Ventures, and Bessemer Venture Partners.