Senior Client Associate
•Savvy Wealth· 6h
💰 Finance⏰ Full-time⭐ Senior💰 $65k-75k🇺🇸 New York, USA
6h ago
Upvest·7 days ago
At Upvest, we are on a mission to make investing as easy as spending money. Upvest 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 financial institutions can save resources and fully focus on their core business.
We are proud to partner with Europe’s leading Fintechs and financial institutions such as DKB, Revolut, N26 and Raisin. Founded in 2017 by Martin Kassing, Upvest now brings together over 270 talented professionals from more than 70 nationalities. Upvest is backed by €280M in total funding from world-class investors, including BlackRock, Tencent, Sapphire Ventures, and Bessemer Venture Partners, Earlybird, Notion Capital, and Motive. Our latest €105M funding round in March 2026 - led by Sapphire and Tencent - serves as a massive catalyst for our growth, allowing us to offer premier investment experience.
Subject-Matter-Expertise: You possess a deep functional understanding of the German Investment Tax Act (InvStG) and the German Income Tax Act (EStG), specifically regarding Kapitalertragsteuer (KESt). You will oversee the accurate calculation, withholding, remittance and reporting of German withholding tax, ensuring full alignment with the latest BMF (Federal Ministry of Finance) circulars. Additionally, you have previous experience on how to identify and deal with German tax implications on corporate actions. You also have experience or a good understanding of MiKaDiv and other client related German Tax regulations.
Operational Rigor & Scalability: Maintain a hands-on, solution-oriented approach to day-to-day operations. Your focus is on finding solutions and providing support to other departments while the organization scales up.
Tactical Coordination: Exhibit exceptional organizational skills with a focus on delivery. You will ensure the smooth translation of tax requirements into daily operational workflows, collaborating closely with internal teams to maintain high-quality tax outputs in a fast-paced environment.
Day To Day tax technical analysis: Provide German Tax technical analysis and opinions.
Process Optimization & Execution: Focus on the continuous improvement of existing tax processes together with Product and Engineering.
Compliance & Reporting Cycle: Oversee and participate in the execution of tax reporting processes across daily, monthly, and annual cycles. This includes the precise delivery of Jahressteuerbescheinigungen, Vorabpauschale, and regulatory filings like FSAK, CRS and MiKaDiv.
Tool Management & Quality Control: Take full responsibility for the performance of automated tax reporting tools (e.g., CPB Sectras). You will monitor system outputs proactively and lead the rapid resolution of any operational discrepancies or errors, in particular on the back of less-standard corporate actions.
Advanced Case Management: Directly handle and resolve complex tax-related operational cases, such as intricate corporate actions, etc.
Project Management: Own and execute ad-hoc tax operational related projects (i.e. MiKaDiv, FASTER).
Practical Tax Expertise: Deep, hands-on understanding of German tax legislation (e.g., InvStG) specifically applied to investment income and financial transactions. You are the go-to person for solving practical tax reporting challenges and ensuring regulatory adherence in daily tasks.
Operational Implementation: Proven ability to bridge the gap between tax rules and their practical implementation. Jointly with our Product team you can translate complex regulatory requirements into clear, executable steps for the engineers to build the platform needed and for the operations teams to ensure Upvest is operationally compliant.
Mastery of Banking Tax Systems: Proven track record of working with banking tax engines and data providers (e.g., CPB Sectras, WM Datenservice, or similar). You are comfortable configuring these systems and performing deep-dive investigations into issues to ensure operational continuity.
Languages: Fluency in German and good command of English is required for interpreting legislation and communicating effectively with German tax authorities.
Best-in-class AI tools: Every Upvenger has €20,000 per year to spend on the best AI tools available — so you're always working with the most powerful models and tooling on the market.
Impact-driven work: We’re building the infrastructure that will power the future of investing in Europe. It’s complex, ambitious, and meaningful. You’ll work with modern technologies and create something entirely new. No legacy systems, no limits.
Wellbeing: Recharge with 30 days of annual leave and maintain a healthy lifestyle with sports benefits. Access confidential professional coaching and enjoy the flexibility to work remotely abroad for up to 183 days a year. Recharge with UpRest, a one-month fully paid sabbatical after every 4 years of working at Upvest.
Development: Growth is in our DNA. Each Upvenger has access to a personal development budget and the freedom to decide how to use it.
Flexible work environment: Work from any of our hubs in Berlin, London or Tallinn hybrid or remotely across Europe, depending on the role. We give you the choice and budget to work where you’re most comfortable and productive, either at home or in the office. You choose.
Compensation and equity: We believe that all Upvengers contribute to our success and deserve a competitive, above-market salary and a participation in our employee equity program.
Team celebrations: Participate in company-wide events, such as UpFest, dinners, offsites and our Holiday party, to connect with colleagues and celebrate our achievements.
Inclusion: We’re committed to a culture where everyone belongs and thrives. Our Employee Resources Groups foster inclusion and connection, like Upfem for our female Upvengers, or UpVergent supporting neurodivergent Upvengers and allies.
Make it easy for others. We simplify the complex and act with the best intentions.
Own the outcome. We are proactive, fast and confident to get the job done, valuing progress over perfection.
Rise to the challenge. We aim high and push the boundaries. We stay curious, learn and celebrate our wins together.
Tell the story. We start with the Why to align on purpose. We are transparent and share knowledge to empower and inspire others.
Upvest is an equal opportunity employer. We celebrate diversity and are committed to creating an inclusive environment for all employees.