Corporate Tax Specialist
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
You will join Upvest’s Finance team and own core corporate income tax, VAT, payroll tax, and transfer pricing activities. The role focuses on accurate filings, robust tax processes and controls, development of the Tax Compliance Management System, collaboration with internal teams and external advisers, and tax support for new entities and branches across Europe.
Requirements
- Several years of relevant experience in tax advisory, a corporate tax department, or audit with a tax focus.
- Solid knowledge of German tax law and basic understanding of transfer pricing regulations.
- Experience preparing tax returns and filings and dealing with tax authorities.
- Strong Excel skills; ERP experience such as Oracle NetSuite is a plus.
- Fluent German and very good English communication skills.
- Strong ownership, structured working style, and attention to detail.
- Interest in brokerage, trading, wealth management, and financial markets.
Responsibilities
- Prepare and submit VAT pre-notifications, corporate income tax and trade tax returns, and other tax filings on time.
- Contribute to preparing and maintaining transfer pricing documentation.
- Assess and support payroll tax matters in coordination 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 matters during monthly, quarterly, and annual closings.
- Contribute to cross-functional tax compliance and business projects.
- Support tax assessment and structuring for new entities and branches abroad.
- Coordinate local tax advisers and ensure new entities are correctly integrated into the group structure.
Benefits
- €20,000 per year AI tools budget
- 30 days of annual leave
- Sports benefits
- Confidential professional coaching
- Remote work abroad for up to 183 days per year
- One-month fully paid sabbatical after every four years
- Personal development budget
- Flexible work environment across Berlin, London, or Tallinn
- Employee equity participation
- Company-wide events and celebrations