German 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 manage daily German investment-tax activities, controls, incidents, and fund-processing workflows. You will support the annual Vorabpauschale lifecycle, implement and govern MiKaDiv processes, and manage NEK reporting and exceptions. You will oversee tax exemptions, certificates, loss pots, deceased-account corrections, church-tax automation, and annual tax documentation. You will also translate German tax updates into technical specifications for Product and Engineering.
Responsibilities
- Manage daily KEST activities, controls, incidents, and Product support.
- Support the annual Vorabpauschale calculation lifecycle under the German Investment Tax Act.
- Support MiKaDiv implementation and operational governance, including custody-chain data gathering, beneficial-ownership validation, and BZSt UUID transmission paths.
- Manage NEK reporting and exception workflows through CPB.
- Support FSAk submissions and controls.
- Validate, track, and audit NV-Bescheinigungen.
- Oversee real-time loss-pot logic, offsets, and transfers during account migrations or closures.
- Blueprint and implement backward tax-correction logic for deceased accounts.
- Control KiStAM queries and split-tax formulas for joint accounts.
- Support annual German tax-certificate generation.
- Write technical tax specifications that translate German tax updates into core banking logic.
Benefits
- €20,000 per year for AI tools
- 30 days of annual leave
- Sports benefits
- Confidential professional coaching
- Work remotely abroad for up to 183 days per year
- One-month fully paid sabbatical after every four years of employment
- Hybrid work from Berlin, London, or Tallinn, or remote work across Europe depending on the role
- Employee equity program
- Company-wide events including UpFest, dinners, offsites, and a holiday party