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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

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

• 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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