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

Posted 2 Days Ago
Be an Early Applicant
Zürich, CHE
In-Office
Senior level
Fintech • Payments • Financial Services
The Role
Lead a 14+ person team running tax reporting and reconciliation data processes, ensuring data quality and completeness, coaching staff, and driving transformation via automation, process engineering, and reusable analytics solutions.
Summary Generated by Built In

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.

Is this not quite what you are looking for? Set up a job alert by creating a candidate account here.

Skills Required

  • Leadership and coaching experience
  • Several years managing or delivering banking operations processes
  • Experience in client tax reporting or corporate actions
  • Project management experience
  • Process engineering, process automation, data analytics
  • Strong analytical and problem-solving skills
  • University degree in Business, Finance, Data Engineering or similar
  • Fluent English
  • Good German language skills
  • Data and tech literacy, data modeling experience
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The Company
HQ: Zürich
7,326 Employees
Year Founded: 1890

What We Do

The Julius Baer Group is present in over 60 locations worldwide, including Zurich (Head Office), Bangkok, Dubai, Dublin, Frankfurt, Geneva, Hong Kong, London, Luxembourg, Madrid, Mexico City, Milan, Monaco, Mumbai, Santiago de Chile, São Paulo, Shanghai, Singapore, Tel Aviv, and Tokyo. Social media terms of use: https://www.juliusbaer.com/en/legal/social-media/

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