Manager Client Tax

Title: Manager Client Tax &  Reporting

Department: Personal Investing (PI) & Advisory Operations - FFB Client Tax & Reporting

Location: Kronberg, Germany

Reports To: Team Manager Client Tax &  Reporting

We're proud to have been helping our clients build better financial futures for over 50 years. How have we achieved this? By working together - and supporting each other - all over the world. So, join our Client Tax & Reporting team and feel like you're part of something bigger.

About Fidelity Germany :

Germany is a key Fidelity International location hosting four different asset management distribution channels: Institutional, Wholesale, Personal and Workplace Investing, with a combined AuM of €72.4bn billion. These businesses are in part supported by FIL Fondsbank GmbH ("FFB"), which administers €42.6 billion of assets and not only provides platform services to external advisors but also offers shared services to some of the above channels. FFB is a regulated bank and therefore subject to a multitude of  requirements. 

About your team:

The Client Tax & Reporting team deals with the withholding and registration of capital gains tax, as well as the preparation of the corresponding tax certificates. In addition, all  reports based on customer portfolios or driven by customer transactions are prepared for the Federal Central Tax Office,. As part of the Personal Investing and Advisory Operations department, we support other teams in monitoring and implementing  requirements, as well as other departments with questions and issues related to tax and  subjects.

About your role:

In day-to-day business, the Manager Client Tax & Reporting takes care of the review and timely submission of the reporting obligations assigned to this team and supports other teams and departments with questions regarding tax and issues as well as with the implementation of projects.

Other tasks include monitoring and implementing changes by reading the relevant official circulars and newsletters, participating in seminars, placing the necessary requirements on our software supplier and carrying out the corresponding software and regular release tests. The activity is rounded off by participation in the year-end project, which includes in particular the auditing and preparation of tax certificates.

Key Responsibilities :

• Withholding, registration and clarification of differences as well as questions about capital gains tax under the Income Tax Act.
• Submission of reports to the Federal Central Tax Office.
• Monitoring and implementing changes.
• Execution of release and year-end tests, as well as the preparation of tax documents.
• Training and supporting other teams in projects and questions about tax and  issues.

About you :

• You have completed commercial training or studies with corresponding professional experience in the banking environment,  financial services sector or tax advisory with a minimum of five years of experience.
• Fluency in both German and English
• Good numeracy and attention to detail
• High level of quality assurance and risk awareness

Gerne können Sie sich hier auch auf deutsch bewerben

Feel rewarded :

For starters, we'll offer you a comprehensive benefits package. We'll value your wellbeing and support your development. And we'll be as flexible as we can about where and when you work – finding a balance that works for all of us. It's all part of our commitment to making you feel motivated by the work you do and happy to be part of our team. For more about our work, our approach to dynamic working and how you could build your future here, visit

For more about our work, our approach to dynamic working and how you could build your future here, visit

Please note we are committed to providing equal opportunities to all candidates, regardless of background, religion, sexual orientation or identity. We value diversity and strive to create an inclusive environment where every individual can thrive and contribute with their unique skills.