German Capital Gains Tax Expert (f/m/d)

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. ABOUT THE ROLE: - 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. WHAT YOU’LL DO: - 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). WHAT YOU BRING: - 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