Head of Tax Operations (f/m/d)

Head of Tax Operations (f/m/d) At Upvest, we are on a mission to make investing as easy as spending money. Upvest empowers businesses to offer a wide range of investment products and the best experience in the field of capital market investment and retirement planning. Upvest’s Investment API is easy to integrate so that fintechs and financial institutions can save resources and fully focus on their core business. We are proud to partner with Europe’s leading Fintechs and financial institutions such as DKB, Revolut, N26 and Raisin. Founded in 2017 by Martin Kassing, Upvest now brings together over 270 talented professionals from more than 70 nationalities. We’re backed by world-class investors such as Hedosophia, Sapphire, Bessemer Venture Partners, BlackRock, Earlybird, HV Capital, Notion Capital, and Motive Ventures. GENERAL: - Subject-Matter-Expertise: You possess a deep functional understanding of the German Investment Tax Act (InvStG) and the German Income Tax Act (EStG), specifically regarding Kapitalertragsteuer (KESt). You don't just know the rules; you know how they live within a banking ledger. You will oversee the accurate calculation, withholding, remittance and reporting of German withholding tax, ensuring full alignment with the latest BMF (Federal Ministry of Finance) circulars. Additionally, you have previous experience on how to identify and deal with German tax implications on corporate actions. - Operational Rigor & Scalability: Maintain a hands-on, solution-oriented approach to day-to-day operations. Your focus is on running and extending the operational tax function, ensuring that automated workflows are managed effectively and manual interventions are minimized through continuous process refinement. - Tactical Coordination: Exhibit exceptional organizational skills with a focus on delivery. You will ensure the smooth translation of tax requirements into daily operational workflows, collaborating closely with internal teams to maintain high-quality tax outputs in a fast-paced environment. WHAT YOU’LL DO: - Day To Day Operational Ownership: 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. - Process Optimization & Execution: 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. - Compliance & Reporting Cycle: Oversee and participate in the execution of tax reporting processes across daily, monthly, and annual cycles. This includes the precise delivery of Jahressteuerbescheinigungen, Vorabpauschale, and regulatory filings like FSAK, CRS and KiStAM. - Tool Management & Quality Control: Take full responsibility for the performance of automated tax reporting tools (e.g., CPB Sectras). You will monitor system outputs proactively and lead the rapid resolution of any operational discrepancies or errors, in particular on the back of less-standard corporate actions. - Advanced Case Management: Directly handle and resolve complex tax-related operational cases, such as intricate corporate actions, etc. - Project Management: Own and execute ad-hoc tax operational related projects (i.e. MiKaDiv). WHAT YOU BRING: - Practical Tax Expertise: Deep, hands-on understanding of German tax legislation (e.g., InvStG) specifically applied to investment income and financial transactions. You are the go-to person for solving practical tax reporting challenges and ensuring regulatory adherence in daily tasks. - Operational Implementation: Proven ability to bridge the gap between tax rules and their practical implementation. Jointly with our Product team you can translate complex regulatory requirements into clear, executable steps for the engineers to build the platform needed and for the operations teams to ensure Upvest is operationally compliant. - Mastery of Banking Tax ... (truncated, view full listing at source)