Specialist Tax Operations and Securities Transfers
German full-service bank providing securities trading, capital-markets services, banking infrastructure, fund and account services, research, and regulated crypto-asset trading.
About Baader Bank AG
Baader Bank AG is a family-run German full-service bank headquartered in Unterschleißheim near Munich. Its current activities include market making, brokerage, capital markets, corporate access, fund services, account and custody services, research, and regulated crypto trading for institutional and private-sector partners.
Skills
Candidate Availability
Required and preferred rules are kept separate and reflect the wording in the original posting.
About the Role
You will process and analyse acquisition data for securities account transfers and ensure its quality. You will investigate and resolve tax-relevant data discrepancies, answer customer enquiries, and collaborate with banks and external partners. You will also help implement regulatory and tax requirements and improve digital tax processes.
Requirements
- Completed commercial or banking training, or a degree focused on tax or finance
- Alternatively, practical experience in securities business, particularly custody, securities settlement, or securities transfers
- Interest in tax matters and regulatory requirements in securities business
- Ability to analyse complex issues and maintain high quality standards
- IT affinity and interest in digitalisation and process optimisation
- Proficiency with Excel and common Microsoft Office applications
- Very good German and good English language skills
Responsibilities
- Process, analyse, and ensure the quality of acquisition data for securities account transfers
- Analyse and resolve tax-relevant data discrepancies
- Develop and improve digital processes in the tax area
- Collaborate with banks, business units, and external partners to ensure data quality
- Support the implementation of regulatory and tax requirements in securities business
- Handle customer enquiries concerning tax-related acquisition data
Benefits
- Comprehensive onboarding
- Flexible working hours
- Home-office option, including up to 20 days per year from another EU country
- 30 days of annual leave, plus December 24 and December 31 off
- Employer contributions to occupational pension provision
- Public transport accessibility and employee parking
- Subsidised Deutschlandticket
- Subsidised staff restaurant
- Health promotion
- Holiday childcare for employees' children
- Employee support through pme Familienservice
- Regular employee events
