Head of Tax Operations

About the role

You will oversee the accurate calculation, withholding, remittance and reporting of German withholding tax, ensuring full alignment with the latest BMF circulars. You will own and run the operational tax team, ensuring the tax setup remains robust and compliant as transaction volumes scale.

What you'll do

• Own and oversee the daily tax operations function and run the operational tax team. Ensure that our tax setup remains robust and compliant as transaction volumes scale.
• Drive the operational execution of tax impacts for new products and client launches. Focus on the continuous improvement of existing processes together with Product and Engineering.
• Oversee and participate in the execution of tax reporting processes across daily, monthly, and annual cycles, including Jahressteuerbescheinigungen, Vorabpauschale, and regulatory filings like FSAK, CRS and KiStAM.
• Take full responsibility for the performance of automated tax reporting tools (e.g., CPB Sectras). Monitor system outputs proactively and lead the rapid resolution of any operational discrepancies or errors.
• Directly handle and resolve complex tax-related operational cases, such as intricate corporate actions.
• Own and execute ad-hoc tax operational related projects (i.e. MiKaDiv).

What you'll need

• Deep, hands-on understanding of German tax legislation (e.g., InvStG) specifically applied to investment income and financial transactions.
• Proven ability to bridge the gap between tax rules and their practical implementation; translate complex regulatory requirements into clear, executable steps for engineers and operations teams.
• Expert-level proficiency with banking tax engines and data providers (e.g., CPB Sectras, WM Datenservice, or similar), including configuring systems and performing deep-dive investigations.
• Previous experience identifying and dealing with German tax implications on corporate actions.
• Fluency in both English and German required for interpreting legislation and communicating with German tax authorities.

What they offer

• 30 days annual leave, sports benefits, and up to 183 days remote work abroad per year
• One-month fully paid sabbatical (UpRest) after every 4 years at Upvest
• Personal development budget with full freedom on how to use it
• Flexible work from Berlin, London, or Tallinn hubs, hybrid or remote across Europe
• Competitive, above-market salary and participation in employee equity program
• Company-wide events including UpFest, offsites, and Holiday party