Client Tax Service Associate (all genders)

Job Description

Join our Tax Operations team in Frankfurt and take on a role where your work directly strengthens the client experience and the firm’s regulatory excellence. As a Tax Operations Associate, you’ll support German and Swiss clients with timely, accurate tax service—owning client requests from first contact through resolution and ensuring critical tax information and documentation is managed with precision.

Job Responsibilities

• Act as the first point of contact for client tax requests
• Manage inquiries and distribute tax information to clients
• Execute daily tax operations processes and controls
• Support clients with outstanding and expiring tax documentation
• Support relief at source and retrospective reclaim processes
• Collaborate with stakeholders across departments and the global tax team
• Identify and elevate tax risks, participating in resolution
• Assist in client tax account reviews and ad-hoc projects
• Continually review and enhance operational tax processes

Required Qualifications, Capabilities, And Skills

• Initial experience in a tax environment
• Working knowledge of tax duties of a depot bank in Germany
• Familiarity with German Investment Tax Act and international source tax
• Proficiency in Microsoft Office and mainframe systems
• Fluency in English and German (spoken and written)
• Excellent communication and problem‑solving skills
• Strong organizational, time‑management, and multi‑tasking abilities
• Motivated, proactive, and able to work effectively as part of a team

Preferred Qualifications

• Degree in Finance, Economics, or related discipline
• Experience in operational tax within financial services, especially global custody or investment banking
• Demonstrated risk awareness and operational control
• Process improvement experience
• Proven track record in accuracy and meeting strict deadlines
• Strong client focus

Equal Employment Opportunity

We are an equal‑opportunity employer and place a high value on diversity and inclusion at our company. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. We also make reasonable accommodations for applicants’ and employees’ religious practices and beliefs, as well as mental health or physical disability needs.