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Bethmann Bank | Germany | Frankfurt am Main | Permanent position | Full time / Home office | Published since: 30.04.2025 on stepstone.de

Spezialberater Tax and Estate Planning (m/w/d)

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


Senior Consultant (m/w/d) in our headquarters in Frankfurt am Main You want to work in a company that supports its future-oriented sustainability strategy Stability and secure jobs Thanks to our corporate culture, the community, Promoting personal development and further training throughout the team are attractive prospects. As part of the Dutch ABN AMRO Bank N.V., Bethmann Bank offers all the benefits of a international financial corporations in conjunction with an exclusive and personal private banking culture.

Come to our team – become part of our success story! JOBV1_EN

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Your tasks • Your profile • What we offer

Senior Consultant (m/w/d) in our headquarters in Frankfurt am Main You want to work in a company that supports its future-oriented sustainability strategy Stability and secure jobs Thanks to our corporate culture, the community, Promoting personal development and further training throughout the team are attractive prospects. As part of the Dutch ABN AMRO Bank N.V., Bethmann Bank offers all the benefits of a international financial corporations in conjunction with an exclusive and personal private banking culture.

Come to our team – become part of our success story!

Assessment of products (new & existing) with regard to your admissibility according to tax legislation, administrative and case law Active and personal accompaniment of customer talks as a specialist in tax and legal issues, including asset and corporate succession Explanation of the tax treatment of domestic and foreign investment and products by the bank to customers Transfer of the required legal knowledge to the product departments and customer service by information, including current court decisions, administrative instructions and legislative procedures Conception and implementation of presentations & training in tax law Accompanying cooperation talks on financial products Assessment of customer structures and customer transactions with regard to tax components e.g. DAC 6, FATCA, customer acceptance process Consultation of customers on issues of the establishment and management of non-profit foundations as well as the development of foundation foundation concepts taking into account the tax aspects

Successfully completed studies in business management or legal studies Examination of tax advisors Professional experience as a tax expert in banking, consulting or industry Comprehensive knowledge of financial products and investor structures with tax developments Good knowledge of all other financial products In-depth and inter-system knowledge of capital markets Very good analytical skills and rapid understanding Versified handling of MS Office Very good English skills in word and writing Embossed customer orientation as well as safe occurrence with strong communication capability Teamplayer

Flexible working hours with good possibilities for mobile working High-quality modern work equipment Attractive occupational retirement provision Job Ticket Grant Leasing of service bikes Annual balance on our health platform Same opportunities for all The success of our organization depends on the quality of our employees and their ideas. The interaction of culture, knowledge and experience results in truly surprising insights and innovative solutions for our customers. Diversity is therefore very important for our organization. In order to ensure that ABN AMRO is able to develop all their talents, we promote an inclusive culture that can identify and appreciate everyone. JOBV1_EN

Company location

Location

ava Bethmann Bank
60329  Frankfurt am Main
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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