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 be part of the Finance team and take ownership of core tasks across corporate income tax, VAT, payroll tax, and transfer pricing. You will ensure the accurate and timely preparation of tax filings and returns, help build robust processes and controls, and actively contribute to the ongoing development of the Tax Compliance Management System (TCMS). You will work closely with Accounting, Legal, the Head of Corporate Taxes, and external advisers, and act as the first point of contact for tax-related questions in day-to-day business. As Upvest expands across Europe and sets up new entities and branches abroad, you will support this journey from a tax perspective by assessing tax implications of new country and entity structures and coordinating with local advisers.
Requirements
- Several years of relevant experience in tax advisory, a corporate tax department, or audit with a focus on tax
- Solid knowledge of German tax law (e.g. AO, EStG, KStG, UStG) and a basic understanding of transfer pricing regulations
- Experience preparing tax returns and filings, and in dealing with tax authorities
- Experience with ERP systems (e.g. Oracle NetSuite) is a plus; strong Excel skills are required
- Fluent German and very good English communication skills, including the ability to explain complex topics clearly
- A strong sense of ownership and a structured, detail-oriented way of working
- An interest in brokerage, trading, and wealth management, along with a good understanding of 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 close coordination with the People team
- Develop and maintain the Tax Compliance Management System (TCMS) and related work instructions
- Establish robust internal controls for tax processes and monitor them on an ongoing basis
- Work closely with the Accounting team on tax matters during monthly, quarterly, and annual closings
- Contribute to cross-functional projects that align tax compliance with accounting and business goals
- Support the tax assessment and structuring involved in setting up new entities and branches abroad, including choice of legal form, registration requirements, and permanent establishment risks
- Coordinate local tax advisers in the relevant countries and ensure new entities are set up correctly from a tax perspective
Benefits
- €20,000 per year AI tools budget
- 30 days of annual leave
- Sports benefits
- Confidential professional coaching
- Flexibility to work remotely abroad for up to 183 days a year
- One-month fully paid sabbatical after every 4 years of working at Upvest
- Personal development budget
- Flexible work environment across Berlin, London or Tallinn hubs, hybrid or remote
- Equity participation in employee equity program
- Company-wide events such as offsites, dinners and Holiday party