Subject Matter Expert for Customer Taxation | Fachverantwortliche/r für das Themenfeld "Kundensteuern“ (m/w/d)
Förde Sparkasse
Job Summary
The Förde Sparkasse is seeking a Subject Matter Expert for Customer Taxation to join their team in Kiel. This role involves taking on expert responsibility for customer taxation on capital assets, US withholding tax, and tax information exchange regulations (FATCA / AEOI). The successful candidate will manage associated control processes, coordinate interfaces, and be responsible for technical administration and release implementation. Key duties also include information dissemination, communication, training, and process development. This position acts as a liaison to securities compliance, handles special cases like tax implementation for securities sales campaigns, and supports sales staff on advisory-relevant tax aspects. The role requires a banking or savings bank education with further qualifications and initial knowledge in capital gains tax, US withholding tax, and FATCA/AEOI, along with proficiency in general IT applications. This is an attractive opportunity for a professional with a strong affinity for regulatory requirements in a supportive and values-driven environment.
Required Skills
Education
Completed banking or savings bank apprenticeship with further qualification (e.g., Sparkassen-/Bankfachwirt or comparable advanced training)
Experience
- Initial knowledge in capital gains tax, US withholding tax (QI-Agreement), and FATCA / AEOI
- Initial knowledge in designing and managing processes and controls
Languages
Additional
- Must submit application documents in German.