Team Head Tax Reporting and Reconciliation Data Services 100% (f/m/d)

At Julius Baer, we celebrate and value the individual qualities you bring, enabling you to be impactful, to be entrepreneurial, to be empowered, and to create value beyond wealth. Let’s shape the future of wealth management together.

The Tax Reporting and Reconciliation Data Services in Global Operations Services has a twofold mission. It delivers critical daily processes such as tax reporting or reconciliation, as well as has a continuous focus to improve these via process engineering, automation or control solutions towards process excellence. The Team Head is responsible for planning and achieving these targets, while supporting and coaching the team of 14+ members.

YOUR CHALLENGE

Leadership and Coaching:

• Establishing and implementing the vision, team oversight and capacity management, team development through training plans and coaching

Ensuring the daily business activity:

• the team performs Data Quality controls and Data Cleansing activities. Ensuring completeness, resource management and oversight of the activity

Transformation:

• Define a roadmap for implementing transformation such as automations, process reengineering or monitoring solutions. Establish the framework on when to use various capabilities available to the team. Develop access to further tools and integration possibilities. Ensure that solutions are reusable and appropriately documented

Skills development:

• Encourage the team to develop their skills to further improve BAU quality or support Transformations actively

YOUR PROFILE

• Leadership and coaching skills, previous leadership experience required
• Several years of experience in managing and/or delivering Banking Operations processes
• Experience in client tax reporting or corporate actions is a plus
• Curiosity to get deep understanding of the business processes to identify improvements
• Project management experience
• Process engineering, process automation, data analytics
• Strong Analytical skills to understand and resolve complex problems
• University education (or equivalent academic degrees) in Business, Finance, Data Engineering or similar
• Fluent in English and good German skills would be a plus
• Data and Tech literacy for Data analytics, Data Modeling experience would be a plus

We are looking forward to receiving your full job application through our online application tool. Further interesting job opportunities can be found on our Career site.

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The international reference in wealth management

Julius Baer is the leading Swiss wealth management group. We focus on servicing and advising sophisticated private clients from around the world, taking into account what truly matters to them – in their business and personal life, today and for future generations. Headquartered in Zurich, we are present in around 60 locations worldwide, including Bangkok, Dubai, Dublin, Frankfurt, Geneva, Hong Kong, London, Luxembourg, Madrid, Mexico City, Milan, Monaco, Mumbai, Santiago de Chile, Shanghai, Singapore, Tel Aviv, and Tokyo.

Why join Julius Baer?

At Julius Baer our employees enjoy the benefits of a global company with the support and collegiality of a much smaller one. We are growing quickly, but we remain dedicated to maintaining our accessible structure with flat hierarchies, and approachable and supportive leaders. With offices around the world, we offer an international and stimulating work environment and the opportunity to work with a diverse team of highly motivated colleagues, bringing the best of the bank to our clients. Our core values of Care, Passion, and Excellence define the tone of how we interact with each other and our partners.

Committed to your success

Whether nurturing young talent with our renowned apprentice scheme, enabling ambitious university graduates to put theory into practice with our Graduate Programme, or providing first-class opportunities for experienced professionals, we look after our employees. We believe in continuous learning as a company and as individuals, which is why we put a focus on the health and well-being of our employees and offer flexible working options, a wide array of benefits, and extensive career development programmes.

For more information visit www.juliusbaer.com or contact us via the Contact Form. For recruiting agents, please see the additional information here.