Upvest

Head of Tax Operations

Upvest

full-time

Posted on:

Location Type: Hybrid

Location: Berlin • Germany

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Job Level

Lead

About the role

  • Own and oversee the daily tax operations function and run the operational tax team
  • Drive the operational execution of tax impacts for new products and client launches
  • Oversee and participate in the execution of tax reporting processes across daily, monthly, and annual cycles
  • Take full responsibility for the performance of automated tax reporting tools (e.g., CPB Sectras)
  • Directly handle and resolve complex tax-related operational cases
  • Own and execute ad-hoc tax operational related projects (i.e. MiKaDiv)

Requirements

  • You possess a deep functional understanding of the German Investment Tax Act (InvStG) and the German Income Tax Act (EStG)
  • Previous experience on how to identify and deal with German tax implications on corporate actions
  • Maintain a hands-on, solution-oriented approach to day-to-day operations
  • Exceptional organizational skills with a focus on delivery
  • Proven ability to bridge the gap between tax rules and their practical implementation
  • Expert-level proficiency with banking tax engines and data providers (e.g., CPB Sectras, WM Datenservice, or similar)
  • Fluency in both English and German is required.
Benefits
  • Recharge with 30 days of annual leave
  • Maintain a healthy lifestyle with sports benefits
  • Access confidential professional coaching
  • Enjoy the flexibility to work remotely abroad for up to 183 days a year
  • Recharge with UpRest, a one-month fully paid sabbatical after every 4 years of working at Upvest
  • Each Upvenger has access to a personal development budget and the freedom to decide how to use it.
  • Work from any of our hubs in Berlin, London or Tallinn hybrid or remotely across Europe
  • Participate in company-wide events, such as UpFest, dinners, offsites and our Holiday party
  • We’re committed to a culture where everyone belongs and thrives.
Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard Skills & Tools
tax operationstax reportingGerman Investment Tax ActGerman Income Tax Actbanking tax enginestax implicationsoperational executionad-hoc tax projectsautomated tax reporting
Soft Skills
organizational skillssolution-oriented approachdelivery focusproblem-solvingcommunication skills