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.

YOUR CHALLENGE

• Perform in-depth tax compliance reviews based on escalated Tax Offense Monitoring Alerts or specific requests concerning tax fraud, tax evasion or aggressive tax planning

• Establish written case assessments and determine appropriate course of action, which may include account maintenance, account maintenance under condition, closure or escalation to the AML Desk

• Clarify the circumstances of a case - including participation in meetings or calls with clients | representatives of clients

• Document case clarifications and actions in the respective tools of the bank

• Provide tax compliance advice to Front and other Compliance units in Switzerland and abroad with regard to their tax compliance questions

• Support and continuously develop the bank’s tax compliance control framework

• Establish and perform training sessions for internal staff in the area of tax compliance

YOUR PROFILE

Personal and Social

• Excellent communication skills with the ability to articulate complex issues clearly

• Self-motivated team player with the passion to investigate fundamental causes

• Strong sense of responsibility and impeccable integrity

Professional and Technical

• Degree (Bachelor or Master) in Law, Economics, Audit or Finance

• Minimum of 3 years of experience in the private banking sector - preferably at an AML Desk or a dedicated Tax Compliance Desk - or as Junior Tax Consultant within the consulting industry

• Firm accounting skills

• Proficient with IT tools, demonstrating advance skills in MS Office (particularly Excel)

• Fluent in German and English, any further languages are an advantage

We are looking forward to receiving your full job application through our online application tool. Further interesting job opportunities can be found on our Career site.

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