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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.

 

map D7 Stuttgart / hybrid date_range March 2026 update Freiberuflich
Direkter Kontakt

Julia Barth

mail julia.barth@audeosoft.de


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