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Head of Tax Operations (f/m/d) at Upvest | Berlin

UpvestBerlin
On-site Full-time

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Experience Level

Mid to Senior

Qualifications

Proven Experience: Minimum of 5 years in tax operations or a similar role within the finance or fintech industry. Educational Background: Bachelor's degree in Finance, Accounting, or related field. Technical Skills: Proficient in tax software and financial management systems; familiarity with API integrations is a plus. Analytical Abilities: Strong analytical skills with attention to detail and accuracy. Communication Skills: Excellent verbal and written communication skills in both German and English.

About the job

At Upvest, we are on a mission to simplify investing. We empower businesses to offer diverse investment products, ensuring the best experience in capital market investment and retirement planning. Our Investment API seamlessly integrates, allowing fintechs and financial institutions to focus on their core business while saving valuable resources.

We proudly partner with Europe’s leading fintechs and financial institutions such as DKB, Revolut, N26, and Raisin. Since our founding in 2017 by Martin Kassing, Upvest has grown to over 270 talented professionals representing more than 70 nationalities. We are backed by prestigious investors like Hedosophia, Sapphire, Bessemer Venture Partners, BlackRock, Earlybird, HV Capital, Notion Capital, and Motive Ventures.

Position Overview:

  • Tax Expertise: You bring extensive knowledge of the German Investment Tax Act (InvStG) and the German Income Tax Act (EStG), with a focus on Kapitalertragsteuer (KESt). Your understanding goes beyond rules; you comprehend their implications within banking ledgers. You will oversee the precise calculation, withholding, remittance, and reporting of German withholding tax, ensuring compliance with the latest BMF circulars and addressing German tax implications on corporate actions.

  • Operational Excellence: You maintain a proactive, solution-oriented approach to daily operations. Your aim is to manage and enhance the operational tax function, ensuring that automated processes are streamlined and manual interventions are minimized through ongoing refinement.

  • Coordination and Delivery: You possess strong organizational skills with a commitment to delivering results. You will translate tax requirements into operational workflows, working closely with internal teams to ensure high-quality tax outputs in a dynamic environment.

Key Responsibilities:

  • Operational Leadership: Take charge of the daily tax operations and lead the operational tax team, ensuring our tax setup meets compliance standards as transaction volumes grow.

  • Process Improvement: Spearhead the operational implementation of tax considerations for new products and client launches, focusing on continuous process enhancement in collaboration with Product and Engineering teams.

About Upvest

Upvest is at the forefront of revolutionizing investment accessibility, ensuring businesses can offer a comprehensive suite of investment options. Our collaborative partnerships with top European fintechs and financial institutions position us as a leader in the industry.

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