Reporting Officer (m/f/d)

Reference number: 17679 - Location: Stuttgart - Company: LBBW - Functional area: Process management LBBW - Full time / part time: 100

The Tax Operations Group is responsible for the tax settlement in LBBW's securities and capital market business. Our spectrum includes:

• domestic taxes (tax pots, loss calculations, tax certificates and the consumption sequence as well as tax customer data),
• foreign source taxes, and
• US source tax and self-evident income within the framework of FATCA and AEOI.

We are looking for backup for our team consumption sequence. We are responsible/supporting/coordinating the operational implementation and professional development of the correct mapping of the consumption sequence as well as the consumption sequence AEG as part of the capital income tax. In particular:

Technical support around the consumption sequence Processing and maintenance of consequencies Examination and authorisation of corrections in securities and tax data and monitoring and post-processing of control and log files

In addition, we are involved in strategic projects with tax and capital market focus - currently, among other things, in the implementation of the deduction tax relief modernisation law (AbzStEntModG / AEG) as well as in the project Transport Taxes. In particular,

Participation in implementing new regulatory requirements operational anchoring and professional responsibility of new tax processes.

We are in close cooperation with:

internal sales units, Tax department, other internal and external stakeholders (e.g. depot banks, associations, IT, departments).

In parallel with the project work, we are already ensuring the proper operational levies of tax reports - in particular the financial transaction tax notifications for Italy, France and Spain as well as the operational supervision of the reporting database in the context of AEG.

We offer this: a responsible role at the interface of taxes, capital market and operations. Cooperation with strategically relevant projects - in particular projects AEG and traffic taxes. Specialized and personal development in the field of domestic taxes and capital income tax.

Operational cooperation in the field of consumption

Analysis and response of requests for consumption technical examination of incoming amendments Determination of correction requirements and, where appropriate, the initiation of cancellation or New settlements via the relevant delivery systems Creation of recommendations for action for consequent interfaces and participating specialist units

Project work and operational responsibility - focus AbzStEntModG (AEG)

Active cooperation in the AEG project (Extract Tax Relieving Modernization Act) - from technical design to testing to implementation take over technical project responsibility in cross-sector projects (e.g. for optimising KESt processes, new regulatory requirements or product adaptations) Close coordination with IT, tax department and other areas of expertise to ensure prompt implementation Support and professional development of the processes for the consumption succession AEG introduced under the AEG project and the reporting database

Project work and operational responsibility in the field of foreign taxes on special behaviour

Responsible for the support and implementation of tax requirements in the field of traffic taxes and any subsequent checks Ensuring the proper tax settlement for our customers: Reporting on financial transaction tax

Technical monitoring & quality assurance

Monitoring of tax processes and results from the field view - Identification of deviations, risks and need for action Continuous development and standardization of processes in the field of consumption sequence / AEG / traffic taxes Ensuring a reliable documentation of processes, methods and decisions Identification and Implementation of Improvement and Automation Potentials

Interface to internal and external partners

Close cooperation with sales units (e.g. from corporate customers, private customers, asset management) to customer requests and tax product requirements Exchange with the tax department, tax coordination, TCMS coordination on technical topics related to the consumption sequence and traffic taxes Support for internal departments (e.g. law, compliance, operations, IT) in tax issues

Education & Experience

Successfully completed studies (e.g. BWL, Finance, Business Informatics) or comparable commercial or banking training with corresponding professional experience First experience in the tax environment (in particular, capital income tax, consumption sequence, transport taxes) or in the securities/capital market business or Tax / Operations / Backoffice (Value paper processing) of a bank

Special interest

Interest in foreign/national tax issues, in particular on domestic capital income tax issues related to the consumption sequence, tax reports and foreign traffic taxes readiness to work on regulatory innovations (e.g. AbzStEntModG, Traffic Taxes) and their operational (technical, tax-related, technical) implementation

Skills and working methods

Embossed analytical skills and high number affinity Independent, Careful, Structured and Responsible Working Secure handling of IT systems and data (e.g. reporting tools, internal banking systems); Experience with Excel or data analysis is advantageous IT affinity in the host environment including SQL (e.g. evaluations and table queries)

Communication & Team

Joy in dealing with different stakeholders: sales, departments, external partners Ability to explain complex facts in a comprehensible and targeted manner - in writing and oral Embossed team spirit, service orientation and openness for changes Very good German and good English skills

Modern talent management for career development Active promotion of a good reconciliation of work and private life (including flexible working hours, sabbaticals and the possibility to work in part on a mobile or home office) Attractive occupational pensions Comprehensive health management (e.g. cooperation with gyms, occupational medical service, preventive examinations) Interesting leasing possibilities, e.g. Job-Rad, Tablet, Smartphone Great lunch offers (bio, vegetarian or vegan) Several daycare centres