Senior Specialist Withholding Tax

Senior Specialist Withholding Tax

Miejsce pracy: Kraków

Your responsibilities

• Prepare, review and submit Relief at Source documentation to custodians
• Oversee documentation status and maintain system settings
• Prepare, review and submit FATCA/CRS documentation
• Act as the key contact for external stakeholders (Custodians, Tax Advisors, Tax Authorities, Asset Managers and other Management Companies) and internal teams to ensure efficient delivery of tax-related processes
• Manage and coordinate all requests related to Withholding Tax (WHT) matters
• Coordinate data collection and delivery for Capital Gains Tax-related processes
• Support and resolve Tax Advisor requests, including preparation and validation of required data
• Perform and oversee reconciliations of pending tax reclaim positions
• Review and validate invoices received from external service providers
• Support audit activities by providing documentation and subject matter expertise
• Prepare, monitor and present KPI reporting
• Coordinate team workload, priorities and escalations to ensure timely delivery of objectives
• Identify opportunities for process improvements and contribute to the enhancement of operational efficiency and controls
• Support knowledge sharing and development within the team, acting as a subject matter expert in tax-related processes

Our requirements

• University degree and proven experience in Withholding Tax (WHT) processes, preferably within the financial services or asset management industry
• Proactive and solution-oriented mindset with a strong sense of ownership
• Ability to adapt to changing priorities while maintaining high quality standards
• Continuous improvement mindset and willingness to challenge and optimize existing processes
• Strong organizational and stakeholder management skills, with the ability to manage multiple priorities and deadlines
• Strong communication and escalation management skills
• Ability to drive process improvements and support team development
• Fluency in English; German would be a strong advantage
• Solid command of MS Office

What we offer

• Private health care and travel insurance
• Life insurance
• Cafeteria Platform and sports package
• Company Pension Benefits – Employee Savings Plan
• Attractive Employee Referral Bonus Program
• Additional day off for charity
• Holiday subsidy („wczasy pod gruszą”)
• Possibility of working from home

Benefits

• private medical care
• life insurance
• remote work opportunities
• flexible working time
• saving & investment scheme
• corporate library
• coffee / tea
• parking space for employees
• holiday funds
• employee referral program
• charity initiatives
• free German language classes

Universal-Investment-Gesellschaft mit beschränkter Haftung

Grow with us! We are currently looking for a colleague to join our Identity and Access Management (IAM) Team that is a part of our Information Security Solutions Department. We are responsible for ensuring the long‑term continuity and security of corporate identity and access management services by designing automated workflows, managing complex technical issues, and maintaining high IAM governance standards.