Manager European Tax Regulatory Support Specialist

1.

Domain Experience (Minimum 2-3 years)

• Capital Markets Customer Support

  : Direct experience handling customer queries related to:

Equity transactions (Stocks and ETFs)

Derivatives (options, futures, warrants)

Cryptocurrency transactions

Fixed income

Corporate actions

• German Tax Framework Knowledge

  : Demonstrable experience with:

Kapitalertragsteuer (Capital gains tax - 26.375% flat tax)

Withholding Tax on Dividends and double taxation treaties

Freistellungsauftrag (Tax exemption orders)

Verlustverrechnungstpfe (Loss Pots offsetting)

Jahressteuerbescheinigung (Annual tax certificates)

• International Tax Framework Knowledge

  : Demonstrable experience with:

Taxation rules for other European countries: Spain, Italy, France, Austria, Sweden, Switzerland, Poland, Netherlands

Taxation of Stocks, ETFs, Bonds and Derivatives

Taxation of Interest, Dividends, and Coupon Payments

Withholding Tax on Dividends and double taxation treaties

Loss Pots and Loss Offsetting

Annual Tax Reporting

2.

Tax Calculation & Reporting

• Experience calculating tax implications for:

FIFO/average cost basis methods

Realized vs unrealized gains

Dividend taxation (including foreign dividends)

Corporate action tax impacts (splits, mergers, spin-offs)

Multi-currency transaction tax calculations

Data & Reconciliation Skills

• Proven track record in:

Transaction reconciliation between tax and backoffice systems

Tax statement validation, identifying discrepancies between ledgers and tax reports

Cost basis adjustments and transactions reprocessing

Working with large datasets

3.

Numerical Proficiency

• Advanced Excel skills, complex formulas
• Experience with financial calculations and percentage computations
• Ability to assess data patterns, detect inconsistencies, and find solutions
• Comfort with decimal precision and rounding rules

Language Requirements

• English

  : Fluent (C1 level minimum)

• Clear Communication

  : ability to explain numbers, processes, and results to non-technical audiences

Systems Experience

• Tax reporting software exposure
• CRM systems for case management
  

4.

Ideal Candidates Will Have Worked For:

• European retail banks with brokerage services
• Online brokers operating in Germany
• Big 4 tax advisory firms
• BPO/Shared service centers serving European financial institutions
• German tax software companies

Key Responsibilities Preview

• Responding to complex tax queries within 24-48 hour SLA
• Checking tax calculations for specific transactions
• Validating tax certificates and supporting year-end tax reporting processes
• Processing tax reclaims and adjustments
• Handling escalations related to regulatory reporting

5.

Must-Have Filters:

• Minimum 2 years in financial services customer support
• Documented experience with German investment taxation
• Quantitative aptitude test score > 80%
• Case study: Calculate tax on a mixed portfolio scenario

Red Flags (Automatic Disqualification):

• No hands-on experience with securities transactions
• Purely theoretical tax knowledge without practical application
• Generic customer service background without financial services exposure
• Inability to explain basic German tax concepts (Abgeltungssteuer, Sparerpauschbetrag)

Interview Assessment Areas

Technical Round

Process Round

Customer Handling

Systems Test

Preferred candidate profile