Head of Tax Operations (f/m/d)

At Upvest, we're on a mission to make investing as easy as spending money. We're a fintech company empowering businesses to offer a wide range of investment products and retirement planning. We're looking for a Head of Tax Operations to oversee the accurate calculation, withholding, remittance, and reporting of German withholding tax, and ensure alignment with the latest BMF circulars.

Requirements

• Deep functional understanding of the German Investment Tax Act (InvStG) and the German Income Tax Act (EStG), specifically regarding Kapitalertragsteuer (KESt)
• Previous experience in identifying and dealing with German tax implications on corporate actions
• Expert-level proficiency with banking tax engines and data providers (e.g., CPB Sectras, WM Datenservice, or similar)
• Fluency in both English and German
• Proven ability to bridge the gap between tax rules and their practical implementation
• Mastery of banking tax systems
• Hands-on, solution-oriented approach to day-to-day operations
• Exceptional organizational skills with a focus on delivery
• Ability to lead the rapid resolution of any operational discrepancies or errors

Benefits

• 30 days of annual leave
• Sports benefits
• Access to confidential professional coaching
• Flexible work environment
• Reimbursement of work-related expenses
• Professional development opportunities