0Securities/custody business clerk with a focus on taxes part-time (20 hours / week) (m/f/d)
Sparkasse Oberhessen | Germany | 36xxx Lauterbach | Permanent position | Part time - flexible / Home office | Published since: 11.12.2025 on stepstone.de

Securities/custody business clerk with a focus on taxes part-time (20 hours / week) (m/f/d)

Branch: Insurance and financial ser... Branch: Insurance and financial services


Senior Consultant (m/w/d) in parttime (20 hours / week)

You are looking for a new challenge in a team where there is no day like the other? Then we have the right thing for you! In our market succession securities/depot business in Lauterbach you can look forward to a wide range of exciting tasks. Together with another team member, your special focus will be on ensuring the request ...

Your tasks • Your profile • What we offer

Senior Consultant (m/w/d) in parttime (20 hours / week)

You are looking for a new challenge in a team where there is no day like the other? Then we have the right thing for you! In our market succession securities/depot business in Lauterbach you can look forward to a wide range of exciting tasks. Together with another team member, your special focus will be on ensuring the requirements and documentation relating to tax-acquisition in the securities business with our customers. Don't worry, if you don't know all the tax details yet – we offer you targeted training offers that allow you to quickly and practically expand the necessary expertise. But that's not all! We rely on continuous improvement and you can actively contribute to making processes more efficient and customer-oriented. You are an important support for the market areas in specific questions about processes related to the depot management and settlement of customer value paper transactions. Your tasks: You also clarify tax issues and complaints from WP revenues in cooperation with our service providers such as dwpbank, DekaBank or Financial Informatics With another team member, you perform the function of the QI officer, perform the US source tax procedure within the QI compliance program and implement measures from the QI agreement. You are responsible for the technical support of the customer's source tax refund procedure You can control and maintain depot master files of natural and legal persons with Required adjustments to the PPS processes in your expertise will be ensured by you In case of repayments and complaints relating to securities transactions, you shall apply for the final regulation Associated main book accounts are monitored, tuned and documented by you When you issue and maintain your own accountable bonds in connection with credit base transactions, you will get involved and perform the assigned tasks independently Your profile: Training or training for savings banks/bankers or comparable qualifications You bring multi-year professional experience in securities business Knowledge of tax law and legal requirements in securities business such as MiFID II, WpHG, Depot Act and MADepot You have a high technical affinity and independent working Analytical skills and communication strength You have a service orientation and team skills High self-initiative and self-motivation

What we offer you: Attractive compensation package (TVöD‐S) and attractive benefits Flexible working hours Possibility of mobile work Employee bank (special conditions) Employee discount (Corporate Benefits) Operational health management Open and team-oriented corporate culture Note Disabled persons are preferentially hired under the applicable statutory provisions for the same suitability and qualification. In all areas where women are underrepresented, Sparkasse Oberhessen seeks to increase the proportion of women in accordance with the Hessian Equality Act (HGIG). Therefore, women's applications are particularly welcome. Please send us your application exclusively online via our application form. Thank you.

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Location

ava Sparkasse Oberhessen
36341  Lauterbach
Germany

The text of this ad was translated from German into English using an automatic translation system and may contain semantic and lexical errors. Therefore, it should be used for introductory purposes only. For more detailed information, see the original text of the ad at the link below.

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