Clients Tax Manager (f/m/d)

Upvest is on a mission to make investing as easy as spending money. The company 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 enterprises alike can save resources and fully focus on their core business.‍

Upvest is one of the few fintechs in Europe that can provide its B2B clients with the full range of investment opportunities in the areas of principal broking business, proprietary trading, and safe custody business for traditional securities. The company was founded in 2017 by Martin Kassing and currently employs more than 180 people across Europe. Its latest €100m fundraising round (Series C) was led by Hedosophia and Sapphire Venture, with continued support from existing investors including Bessemer Venture Partners, BlackRock, Earlybird, HV Capital, Motive Ventures, and Notion Capital.

We currently employ 200+ people across Europe with our headquarters based in Berlin, Germany, and hubs in Tallinn, Estonia, and London, UK.

Your mission

• Revolutionize the investment infrastructure in Europe by enabling fully localized tax handling across jurisdictions

• Help users save millions in personal taxes, boosting investment returns and financial security by enabling localized tax wrappers

• Enable Upvest’s international expansion by navigating complex European tax regulations

• Partner with leading fintechs to ensure product-market fit and meet diverse regulatory needs

• Collaborate with top tax consultancies and software vendors in Europe and the UK

This role will give you the opportunity to

• Become Upvest’s tax subject matter expert, working cross-functionally within the Operations organization and closely collaborating with key stakeholders such as the Product and Engineering teams

• Ensure compliance with ongoing tax reporting obligations, including but not limited to: Financial Transaction Tax (FTT) Vorabpauschale, FSAK reporting, FATCA and Qualified Intermediary (QI) regulations, Common Reporting Standard (CRS) and other relevant local tax requirements across jurisdictions

• Monitor and interpret changes in tax legislation across relevant markets, assessing impact and ensuring timely adaptation of internal processes

• Collaborate with external advisors and regulatory bodies to ensure alignment with evolving tax requirements and best practices

• Lead the testing and validation of new tax reporting features and the implementation of tax-related tools

• Conduct first- and second-level reviews of tax reports, including both monthly and annual reporting cycles

• Contribute to process automation and system enhancements, working with Product and Engineering teams to streamline tax reporting and reduce operational risk

• Develop and maintain internal tax policies and documentation, ensuring clarity, consistency, and audit readiness

• Provide training and guidance to internal teams on tax-related matters, fostering awareness and compliance across the organization (e.g. the correct tax treatment of corporate actions across diverse asset classes, including equities, bonds, derivatives and mutual funds)

Role requirements

• Bachelor’s degree in Business Administration, Finance, Economics, or a related field

• Minimum of 7 years of relevant professional experience, with a focus on Tax Operations, Tax Technology or Corporate Taxation

• Strong analytical and problem-solving skills, with solid knowledge of the current tax technology landscape

• Proven ability to work effectively under pressure and meet tight deadlines in a dynamic environment

• Fluent in both English and German, with excellent written and verbal communication skills

• Qualification as a Certified/Chartered Accountant is a strong plus

• Experience with tax technology providers such as Objectway or CPB is a strong plus

Why Upvest?

• We're working on solving a hard problem: fixing the European securities financial infrastructure that empowers more people to be able to invest. You have the opportunity to contribute to this change.

• We invest in your growth with a dedicated development budget and plenty of opportunities to advance in your role.

• We take hiring seriously with a strong focus on keeping a high bar when interviewing (equally important is that we hire decent people, who are passionate about their craft and helping us achieve our shared mission).

• While we're not quite fully-remote, we are committed to being a flexible employer, as we understand you don't have to be in the office to do your best work.

We live a culture of empowerment, trust (that we hire the best people and get out of their way) and openness (there's a greater advantage in sharing information than keeping it to ourselves).

Our values

• Learn and grow. We aim high to shape our future. We give and request honest feedback knowing that we develop together. Progression over Perfection.

• Team first. We make it easy for others. We value our differences and are open to others' opinions. We win and celebrate together! Team over Egos.

• Own the outcome. Whether we win or we lose, we stand together. We are proactive and get the job done. Outcome over Process.

• Tell the story. We always start with the why. We share knowledge to empower others. Transparency over Complexity.

Upvest is an equal opportunity employer. We celebrate diversity and are committed to creating an inclusive environment for all employees