Corporate Tax Specialist/Steuerreferent (German) (m/w/d)
Upvest provides regulated, API-first investment infrastructure for fintechs, banks, brokers, and wealth managers across Europe and the UK. Its platform supports brokerage, settlement, custody, fractional investing, portfolios, savings plans, and investment operations.
Funding history
About Upvest GmbH
Upvest is a regulated investment infrastructure company offering a cloud-native Investment API for brokerage, settlement, custody, and real-time investment functionality. It also provides middle- and back-office business process outsourcing, regulatory licences, fractional securities, portfolios, savings plans, and operating models for financial institutions launching or scaling investment and pension products.
Skills
Candidate Availability
Required and preferred rules are kept separate and reflect the wording in the original posting.
About the Role
Join Upvest's Finance team to own key corporate tax, VAT, wage tax, and transfer pricing activities. You will prepare filings, strengthen tax processes and controls, maintain the Tax Compliance Management System, advise on daily tax matters, and support the tax structuring of new European entities and permanent establishments.
Requirements
- Several years of relevant experience in tax consulting, corporate tax, or auditing with a tax focus.
- Solid knowledge of German tax law and basic knowledge of transfer pricing regulations.
- Experience preparing tax returns and filings and dealing with tax authorities.
- Very good Excel skills; ERP experience such as Oracle NetSuite is a plus.
- Fluent German and very good English communication skills.
- Strong sense of responsibility and a structured, careful working style.
- Interest in brokerage, trading, wealth management, and financial markets.
- Motivation for continuous professional and personal development.
Responsibilities
- Prepare and submit VAT advance returns, corporate and trade tax returns, and other tax filings on time.
- Contribute to the preparation and maintenance of transfer pricing documentation.
- Assess and support wage tax matters with the People team.
- Develop and maintain the Tax Compliance Management System and related work instructions.
- Establish and monitor internal controls for tax processes.
- Collaborate with Accounting on tax topics during monthly, quarterly, and annual closings.
- Support cross-functional tax compliance and business projects.
- Support tax assessment and structuring for new companies and permanent establishments abroad.
- Coordinate local tax advisors and integrate new entities into group structures.
Benefits
- €20,000 annual budget per employee for AI tools.
- 30 days annual leave.
- Sports and health benefits.
- Confidential professional coaching.
- Up to 183 days per year remote work from abroad.
- Fully paid one-month sabbatical after every four years of tenure.
- Personal learning and development budget.
- Flexible hybrid or remote work from hubs in Berlin, London, or Tallinn, or location-independent work within Europe depending on the role.
- Employee equity participation program.
- Company-wide events, team dinners, offsites, and holiday parties.
- Employee Resource Groups.