Projektbeschreibung
Tax Operations & Process Manager (m/w/d) (DE)
[14028]
For our clien in Stuttgart we are looking for a Tax Operations & Process Manager (m/w/d). Tasks: ·Review and perform quality assurance of all tax-related client documents ·Develop and maintain a comprehensive tax document calendar by client group ·Define and document end-to-end processes from trigger to client dispatch ·Design and implement document delivery workflows with an external print and mailing provider ·Establish upload and transfer workflows to the central document archive system ·Provide operational support in document preparation and distribution, including mail merge activities ·Create and maintain a RACI matrix for tax-related processes across departments ·Develop a governance framework for tax certificates and document flows ·Identify process gaps and implement improvements to increase efficiency and scalability ·Support the automation and standardization of document workflows ·Collaborate with Tax, COO Office, IT, and Front Office teams to ensure consistent delivery Requirements: ·Strong experience in process optimization, ideally in regulated environments ·Proven background in setting up mass document delivery processes and vendor workflows ·Advanced Excel skills, including data analysis and preparation techniques ·Experience creating and managing mail merge workflows using Word and Excel ·Strong analytical mindset with a high level of accuracy and structure ·Reliable and committed working style, especially during high-volume phases ·Ability to work independently and structure complex tasks autonomously ·Basic knowledge of tax topics is an advantage ·Experience in Wealth Management or Private Banking is a plus ·Background in migration, integration, or transformation projects is beneficial ·Familiarity with workflow or automation tools is desirable Are you currently interested and available? Then please feel free to contact us anytime.
- Review and perform quality assurance of all tax-related client documents
- Develop and maintain a comprehensive tax document calendar by client group
- Define and document end-to-end processes from trigger to client dispatch
- Design and implement document delivery workflows with an external print and mailing provider
- Establish upload and transfer workflows to the central document archive system
- Provide operational support in document preparation and distribution, including mail merge activities
- Create and maintain a RACI matrix for tax-related processes across departments
- Develop a governance framework for tax certificates and document flows
- Identify process gaps and implement improvements to increase efficiency and scalability
- Support the automation and standardization of document workflows
- Collaborate with Tax, COO Office, IT, and Front Office teams to ensure consistent delivery
- Strong experience in process optimization, ideally in regulated environments
- Proven background in setting up mass document delivery processes and vendor workflows
- Advanced Excel skills, including data analysis and preparation techniques
- Experience creating and managing mail merge workflows using Word and Excel
- Strong analytical mindset with a high level of accuracy and structure
- Reliable and committed working style, especially during high-volume phases
- Ability to work independently and structure complex tasks autonomously
- Basic knowledge of tax topics is an advantage
- Experience in Wealth Management or Private Banking is a plus
- Background in migration, integration, or transformation projects is beneficial
- Familiarity with workflow or automation tools is desirable
Julia Barth