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 tax compliance controls in particular with regard to a client’s tax domicile

• 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 and enforce 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

• 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)

• 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

• 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 .

Is this not quite what you are looking for? Set up a job alert by creating a candidate account here.

The international reference in wealth management

Julius Baer is the leading Swiss wealth management group. We focus on servicing and advising sophisticated private clients from around the world, taking into account what truly matters to them – in their business and personal life, today and for future generations.

Headquartered in Zurich, we are present in around 60 locations worldwide, including Bangkok, Dubai, Dublin, Frankfurt, Geneva, Hong Kong, London, Luxembourg, Madrid, Mexico City, Milan, Monaco, Mumbai, Santiago de Chile, Shanghai, Singapore, Tel Aviv, and Tokyo.

Why join Julius Baer?

At Julius Baer our employees enjoy the benefits of a global company with the support and collegiality of a much smaller one. We are growing quickly, but we remain dedicated to maintaining our accessible structure with flat hierarchies, and approachable and supportive leaders.

With offices around the world, we offer an international and stimulating work environment and the opportunity to work with a diverse team of highly motivated colleagues, bringing the best of the bank to our clients.Our core values of Care, Passion, and Excellence define the tone of how we interact with each other and our partners.

Committed to your success

Whether nurturing young talent with our renowned apprentice scheme, enabling ambitious university graduates to put theory into practice with our Graduate Programme , or providing first-class opportunities for experienced professionals, we look after our employees. We believe in continuous learning as a company and as individuals, which is why we put a focus on the health and well-being of our employees and offer flexible working options, a wide array of benefits, and extensive career development programmes .

For more information visit www.juliusbaer.com or contact us via the Contact Form .

For recruiting agents , please see the additional information here .