Corporate Tax Specialist
Upvest provides regulated, API-first investment infrastructure for fintechs, banks, brokers, and wealth managers across Europe and the UK.
Funding history
About Upvest
Upvest is a Berlin-based, regulated investment-infrastructure company serving financial institutions that want to launch and scale brokerage, wealth, and pension products. Its cloud-native Investment API provides brokerage, settlement, custody, and real-time investment functionality, while its operations offering automates middle- and back-office processes. Upvest supports flexible operating models under its own or clients’ licences and offers fractional securities, portfolios, and savings plans across European and UK markets.
Skills
Candidate Availability
Required and preferred rules are kept separate and reflect the wording in the original posting.
About the Role
You will join the Finance team and take ownership of key tasks around corporate tax, VAT, wage tax, and transfer pricing. You will ensure that tax filings and declarations are prepared correctly and submitted on time, help build robust processes and controls, and actively contribute to the development of the Tax Compliance Management System (TCMS). You will work closely with Accounting, Legal, the Head of Corporate Taxes, and external advisors, acting as the first point of contact for tax questions in daily business. As Upvest expands across Europe and establishes new companies and permanent establishments abroad, you will assess the tax implications of new country and entity structures, coordinate with local advisors, and make sure the international setup is tax-robust and scalable from the start.
Requirements
- Several years of relevant professional experience in tax consulting, a corporate tax department, or auditing with a tax focus
- Solid knowledge of German tax law (including AO, EStG, KStG, UStG) and basic knowledge of transfer pricing regulations
- Experience preparing tax returns and filings and dealing with tax authorities
- Experience with ERP systems (e.g. Oracle NetSuite) is a plus and very good Excel skills are required
- Fluent German and very good English communication skills, including the ability to explain complex matters clearly
- Strong sense of responsibility and a structured, careful working style
- Interest in brokerage, trading and wealth management and a good understanding of 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 ongoing maintenance of transfer pricing documentation
- Assess and support wage tax matters in close coordination with the People team
- Develop and maintain the Tax Compliance Management System (TCMS) and related work instructions
- Establish and continuously monitor robust internal controls for tax processes
- Collaborate closely with the Accounting team on tax topics during monthly, quarterly and annual closings
- Contribute to cross-functional projects linking tax compliance with accounting and business goals
- Support the tax assessment and structuring involved in founding new companies and permanent establishments abroad, including legal form selection, registration requirements and permanent establishment risks
- Coordinate local tax advisors across countries and ensure new entities are set up correctly for tax purposes and integrated into group structures from the start
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
- UpRest: 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
- Employee equity participation program
- Company-wide events such as UpFest, team dinners, offsites and holiday party
- Employee Resource Groups (Upfem, UpVergent)
