Head of Tax Operations
Upvest
Seniority
Director
Model
Hybrid
Sector
Salary
Undisclosed
Contract
Full-Time
About the role
This is a senior tax operations role focused on German investment taxation, specifically managing Kapitalertragsteuer (KESt) compliance and operations. You'll lead the operational tax team and ensure robust tax processes as transaction volumes scale at a fintech investment platform.
What you'll do
- Own and oversee daily tax operations function and manage the operational tax team
- Drive operational execution of tax impacts for new products and client launches
- Oversee tax reporting processes across daily, monthly, and annual cycles including Jahressteuerbescheinigungen and regulatory filings
- Manage automated tax reporting tools and monitor system outputs proactively
- Handle complex tax-related operational cases including intricate corporate actions
- Execute ad-hoc tax operational projects and process optimization initiatives
What you'll need
- Deep functional understanding of German Investment Tax Act (InvStG) and Income Tax Act (EStG)
- Proven ability to translate complex regulatory requirements into executable operational processes
- Expert-level proficiency with banking tax engines and data providers (CPB Sectras, WM Datenservice)
- Experience identifying and dealing with German tax implications on corporate actions
- Fluency in both English and German for interpreting legislation and communicating with German tax authorities
- Strong organizational skills with focus on delivery and operational rigor
What they offer
- 30 days annual leave plus sports benefits and professional coaching
- Work remotely abroad for up to 183 days per year
- One-month paid sabbatical after every 4 years (UpRest)
- Personal development budget with freedom to choose how to use it
- Competitive above-market salary and employee equity program
- Flexible work environment across Berlin, London, or Tallinn hubs
