Universal Investment
Grow with us! Universal Investment is on its way to becoming Europe's leading fund services platform and Super ManCo. We have provided innovative fund solutions for asset managers and institutional investors since 1968. We operate in fund launch locations across Germany, Luxembourg and Ireland. From our offices in Frankfurt, Krakow, Luxembourg, Dublin, Paris and Stockholm, we continue to expand internationally. We are currently looking for entrepreneurial people who want to grow and share in the profits of our success. Your tasks and responsibilities: Group-wide tax support for UI products and tax client support Ongoing tax support for the managed investment funds/investment companies. Preparation of tax data including the corresponding tax returns for securities funds. Coordination of the auditor/tax advisor in tax issues relating to UI products Further development and improvement of processes to increase efficiency and minimize risk Reconciliation of settlement accounts, audit § 36a EstG Refund applications § 12 InvStG Onboarding/supporting new insourcing partners/working on projects Collaboration in day-to-day operations (preparation of tax data, calculation of share certificate returns, preparation of capital gains tax registrations, tax payment to the tax office, tax office inquiries, dispatch of tax certificates, monitoring of key tax figures). Your skills and experience: Experience in tax advisory/operations/consulting within financial services industry or accounting firm Expertise in tax treatment of investment funds with strong understanding of investment tax law Understanding of global regulatory frameworks impacting investment funds Very good knowledge of German and English Proactivity and good team spirit What we offer: An exciting working environment and challenging tasks Extensive insight into the European fund industry Friendly, international and goal-oriented working environment High degree of independent work Interesting discounts Free Deutschland ticket Attractive home office arrangements and working time flexibility Do not hesitate and apply today! We are looking forward to hearing from you. The recruiting entity here is Universal-Investment-Gesellschaft mbH.