German Capital Gains Tax Expert
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
The role focuses on German investment and income tax, including accurate calculation, withholding, remittance, and reporting of German withholding tax. It covers tax analysis, reporting cycles, regulatory filings, automated tax reporting tools, complex corporate-action cases, process improvement, and ad-hoc tax projects.
Requirements
- Deep understanding of the German Investment Tax Act and Income Tax Act.
- Experience with Kapitalertragsteuer calculation, withholding, remittance, and reporting.
- Experience handling German tax implications of corporate actions.
- Understanding of MiKaDiv and other German tax regulations.
- Ability to translate regulatory requirements into executable operational steps.
- Experience with banking tax engines and data providers such as CPB Sectras or WM Datenservice.
- Fluency in German and good command of English.
Responsibilities
- Provide German tax technical analysis and opinions.
- Improve existing tax processes with Product and Engineering.
- Oversee daily, monthly, and annual tax reporting cycles.
- Deliver Jahressteuerbescheinigungen, Vorabpauschale, FSAK, CRS, and MiKaDiv filings.
- Manage automated tax reporting tools such as CPB Sectras.
- Monitor system outputs and resolve operational discrepancies.
- Handle complex tax-related operational cases, including corporate actions.
- Own and execute ad-hoc tax operational projects such as MiKaDiv and FASTER.
Benefits
- €20,000 per year for AI tools
- 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
- Employee equity program
- Company-wide events
