Hays Accountancy Finance

Witholding Tax Specialist

Witholding Tax Specialist
Kraków
NR REF.: 1155264

Universal-Investment is the largest independent investment management company in the German-speaking part of Europe and the market leader in the areas of Master-KVG services and private label funds.

With its administration, insourcing and risk management services, the company focuses on the administration and structuring of funds, securities, real assets as well as alternative asset classes and offers complex risk management solutions.


In order to support our continuous growth, we are currently looking for a Witholding Tax Specialist to join the Tax Department (Withholding Tax Team).

Your task and responsibilities:

  • submission of requested fund- and tax-related documents to the responsible Custodians
  • liaising with external parties (KVG, custodians) and teams internally at UI to complete tax-related activities
  • single point of contact for auditing firms
  • responsible for all expert questions regarding withholding tax
  • preparation and completion of US FATCA/CRS documentation
  • preparation and submittion of ECJ-Claims in several countries and follow ups
  • involvement in process improvement and automation projects
  • review of all invoices received from tax consultants
  • supervision of the reinvestment fund assets

Your skills and experience:

• high commitment, flexibility and motivation
• hands-on mentality and proactive approach
• fluent English, communicative German
• excellent organizational skills and ability to manage and prioritize multiple tasks
• good MS Office skills
• university degree
• experience in Tax area of benefit

What we offer:

As a company with many years of growth and ambitious goals, we are constantly changing. You can play an active role in shaping the path to becoming the leading European fund service platform for all asset classes and the associated change. We offer our employees the freedom to work independently in a collegial, committed team.

Employees at our company are encouraged to work independently, show commitment and be supportive. In our company, creativity and team spirit are actively practiced. We offer our employees both personal and professional training opportunities and promote the individual strengths of each individual.

By pressing the ‘Apply’ button the Candidates are applying to Hays recruitment agency which provides its services to Universal investment Branch in Kraków. The applications of Candidates meeting the Universal Investment requirements will later be forwarded to Universal Investment for further recruitment.
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Hays Accountancy Finance