Job Overview
Location
Berlin
Job Type
Full-time
Category
Product Management
Date Posted
May 22, 2026
Full Job Description
đź“‹ Description
- • Serve as the primary expert on German capital gains tax (Kapitalertragsteuer, KESt) under the Investment Tax Act (InvStG) and Income Tax Act (EStG), ensuring accurate calculation, withholding, remittance, and reporting of tax obligations.
- • Oversee the end-to-end tax reporting cycle, including the preparation and delivery of Jahressteuerbescheinigungen, Vorabpauschale, and regulatory filings such as FSAK, CRS, and MiKaDiv.
- • Conduct daily technical tax analysis and provide authoritative interpretations of German tax legislation as applied to investment income, corporate actions, and financial transactions.
- • Lead the optimization and automation of tax processes in collaboration with Product and Engineering teams, translating complex regulatory requirements into executable technical specifications.
- • Take full ownership of the performance and accuracy of automated tax reporting systems (e.g., CPB Sectras), proactively monitoring outputs and resolving operational discrepancies, especially those arising from non-standard corporate actions.
- • Manage and resolve complex, high-risk tax cases involving intricate corporate events, cross-border investments, and unusual transaction structures.
- • Execute ad-hoc tax operational projects such as MiKaDiv implementation and FASTER initiatives, ensuring timely delivery and compliance with regulatory timelines.
- • Maintain up-to-date knowledge of all relevant BMF (Federal Ministry of Finance) circulars and regulatory updates, ensuring continuous alignment of Upvest’s tax operations with current legal standards.
- • Collaborate closely with internal departments including Operations, Compliance, and Engineering to embed tax compliance into daily workflows and product development cycles.
- • Ensure operational rigor and scalability by designing repeatable, audit-ready processes that support Upvest’s rapid growth and expanding client base across Europe.
- • Act as the key liaison between Upvest and German tax authorities, interpreting legislative changes and communicating tax positions with precision and clarity.
- • Maintain mastery of banking tax data providers and systems (e.g., CPB Sectras, WM Datenservice), configuring tools, validating data feeds, and troubleshooting system-level issues to ensure uninterrupted tax processing.
- • Contribute to a culture of transparency and knowledge-sharing by documenting tax procedures, training team members, and supporting cross-functional onboarding.
🎯 Requirements
- • Deep, hands-on expertise in German Investment Tax Act (InvStG) and Income Tax Act (EStG), specifically regarding Kapitalertragsteuer (KESt) and corporate action tax implications
- • Proven experience working with banking tax engines and data providers such as CPB Sectras, WM Datenservice, or similar systems
- • Fluency in German and strong command of English for interpreting legislation and communicating with tax authorities
- • Demonstrated ability to translate complex tax regulations into operational workflows and technical requirements for engineering teams
- • Experience managing tax reporting cycles including Jahressteuerbescheinigungen, Vorabpauschale, FSAK, CRS, and MiKaDiv
- • Proven track record of resolving complex, non-standard tax cases related to financial transactions and corporate actions
🏖️ Benefits
- • 30 days of annual leave plus a one-month fully paid sabbatical (UpRest) after every four years of service
- • Access to sports benefits and confidential professional coaching
- • Personal development budget with full autonomy on how to use it
- • Flexible work environment: work remotely across Europe or from hubs in Berlin, London, or Tallinn
- • Competitive, above-market salary with participation in the employee equity program
- • Company-wide events including UpFest, dinners, offsites, and the Holiday party
Skills & Technologies
Backend
Remote
Degree Required
About Upvest GmbH
Upvest GmbH provides a set of APIs that enable fintechs, banks and wealth managers to embed investment capabilities into their applications. The Berlin-based company offers infrastructure for fractional shares, ETFs, crypto and other assets, handling trading, custody, settlement and regulatory compliance. Customers can launch brokerage or robo-advisor products without building their own broker-dealer, reducing time-to-market and operational overhead. Upvest holds BaFin licences for proprietary trading, investment brokerage and crypto custody, serving clients across Europe.
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