What you'll do
One of our flagship products, Client Tax, is a leading tax reporting solution for private individuals, designed to handle the complexities of investment taxation. Our platform enables the generation of high-quality, country-specific tax reports in compliance with tax laws across 30+ jurisdictions, supporting tax reporting on investment income products: shares, bonds, ETFs, mutual funds, derivatives (options, futures, CFDs, swaps, etc.), structured products, cryptocurrencies, private equity or different tax wrappers.
Some of the jurisdictions/forms Client Tax covers tax reporting obligations are:
This extensive coverage and deep regulatory expertise have made Client Tax the preferred choice for half of the 20 largest private & wealth management banks worldwide. Our software empowers these institutions to provide their clients with precise reporting on taxable income, capital gains, wealth tax, and financial transaction taxes, ensuring full compliance with local regulations.
Your role
As a Business Analyst in our international Product Team, you will play a key role in developing our Client Tax software to support tax calculations and compliance across multiple jurisdictions. You will focus on financial instruments
Your Responsibilities
Regulatory Analysis & Requirements Gathering
Some of the jurisdictions/forms Client Tax covers tax reporting obligations are:
- Germany (Anlage KAP, Anlage KAP-INV, Anlage SO)
- France (2042, 2047, 2074, 2086, 2561, TD-RCM, 2777, 2778, PEA/PME accounts)
- Spain (Modelo 100, 714, 189, 196, 198, 173, etc.)
- Switzerland (DA-1, EStV – investment income and capital gains)
- Italy (Quadro RL, RT, RW)
- Belgium (Revenus des capitaux mobiliers, the Belgian Tax on Security Accounts, the Belgian Stock Exchange Tax, 281.50, etc.)
- Sweden (K4, K20, KU21, KU31, ec.)
- Austria: (E1, E1kv)
- UK: (SA100, SA101, SA108, SA107, SA903, SA905)
- US: (1040, 1099)
- Portugal: (Modelo 3 Anexo E, Modelo 3 Anexo G, Modelo 3 Anexo E)
- Poland: (PIT-8C, PIT-8AR, PIT-38, PIT/O, PIT/ZG)
This extensive coverage and deep regulatory expertise have made Client Tax the preferred choice for half of the 20 largest private & wealth management banks worldwide. Our software empowers these institutions to provide their clients with precise reporting on taxable income, capital gains, wealth tax, and financial transaction taxes, ensuring full compliance with local regulations.
Your role
As a Business Analyst in our international Product Team, you will play a key role in developing our Client Tax software to support tax calculations and compliance across multiple jurisdictions. You will focus on financial instruments
Your Responsibilities
Regulatory Analysis & Requirements Gathering
- Research tax regulations and customer-specific requirements across multiple jurisdictions.
- Translate regulatory changes into functional specifications for tax reporting modules covering different asset classes.
- Design tax calculation and reporting models for shares, bonds, ETFs, mutual funds, derivatives, structured products, cryptocurrencies, and private equity in line with local tax laws.
- Work closely with development teams to integrate these models into Client Tax, ensuring accuracy and compliance.
- Deliver virtual and in-person training sessions on Client Tax functionalities.
- Act as a third-level support contact for complex tax reporting cases involving different asset classes and tax wrappers.
- Support the sales team in promoting Client Tax to financial institutions.
- Provide expert guidance on tax module functionalities, including taxation of capital gains, withholding tax, financial transaction tax, wealth tax, and tax-efficient structures.