2h ago

Tax Manager - European Customer Taxes

Zug, Switzerland
full-timeseniorFinancial Services

Description

You will lead the development of tax statements for European retail clients covering stocks, bonds, ETFs, derivatives, and more, ensuring compliance across multiple jurisdictions. Collaborate with Technology and other teams to automate tax processes and translate complex tax rules into operational solutions.

Requirements

  • Robust experience with information reporting and withholding tax across European countries
  • Strong technical tax knowledge of investment products (stocks, bonds, ETFs, derivatives)
  • Ability to translate complex tax requirements into operational processes and communications
  • Collaborative team player, detail-oriented, excellent communicator
  • Entrepreneurial mindset

Responsibilities

  • Design, develop, and maintain customer tax statements for European retail clients
  • Review and validate tax calculations (capital gains, dividends, withholding taxes)
  • Partner with Technology to implement automated tax statement generation
  • Research tax implications of new products/venues and draft functional requirements
  • Monitor legislative changes and design system improvements for tax automation
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