German Tax Specialist (f/m/d)

📋 Description

• Own the daily KEST activities, run controls, solve incidents and support the Product team
• Support Product in the complete execution lifecycle of the annual Vorabpauschale calculation under
• Support Product in the technical implementation and operational governance of MiKaDiv
• Lead continuous data gathering throughout the custody chain, validate beneficial ownership
• Manage reporting and exception workflows surrounding non-withheld or uncollectible capital gains
• Support CPB with the submission and by running controls for FSAk (Freistellungsauftrag /

🎯 Requirements

• Knowledge of German Investment Tax Act (InvStG) and tax withholding processes
• Experience with KEST, Vorabpauschale, advance lump-sum tax calculations
• Familiarity with MiKaDiv (Mitteilungsverfahren Kapitalersteuer auf Dividende) and BZSt processes
• Understanding of capital gains tax and tax exemption procedures (e.g., Freistellungsauftrag
• Experience with loss pot management (Verlusttöpfer) and tax certificate generation
• Ability to work with custody chains and core banking systems

🎁 Benefits

• Best-in-class AI tools: €20,000 per year to spend on AI tools
• Impact-driven work in building infrastructure for investing in Europe
• 30 days of annual leave and sports benefits
• Access to professional coaching
• Flexibility to work remotely abroad for up to 183 days a year
• One-month paid sabbatical (UpRest) after every 4 years