About the Role
As Referent Tax – Investment Taxes & Direct Assets (m/f/d), you take on a central role in our Product Taxes team, based in Hamburg or Frankfurt am Main, in the tax support of our investment structures. At the same time, you actively shape the further development of our tax processes towards a more efficient, more automated and future-oriented setup – through the targeted use of modern technologies and AI.
You work closely with internal and external contacts and help to structure tax topics in a scalable and sustainable way.
Your Tasks
•General tax fund compliance for investment funds held by the PATRIZIA Group
•Support in the preparation of foreign fund tax returns
•Monitoring and review of tax provisions
•Review of real estate transfer tax assessments, support in appeal procedures, notifications under §§ 75, 138 AO, applications for return of contributions
•Monitoring and review of externally determined monthly tax figures
•Identification, implementation and further development of automation and digitalization potential in tax processes (e.g. data preparation, reporting, compliance processes, AI integration)
•Point of contact for external tax advisors, tax authorities, auditors, investors and other departments
•Tax support for real estate transactions abroad
•Support in tax projects (e.g. tax audits, active entrepreneurial management, tax law changes)
What You Bring
•Completed degree in economics or law
•Ideally completed tax advisor exam
•Experience in the taxation of special funds under the German Investment Tax Act (InvStG)
•Interest in digitalization, automation and the use of AI in the tax environment
•Initial experience with data-driven working methods, process optimization and automation tools is an advantage
•Understanding of the interface between tax and IT
•Very good command of MS Office, especially Excel
•Good English skills
•Very strong analytical skills as well as a structured, solution-oriented way of working
•High communication skills and team spirit
•Flexibility, resilience and organizational talent
What We Offer
•Flexible working: a hybrid working model with an average of two mobile working days per week
•Individual development: extensive internal training and development opportunities through our PATRIZIA Academy
•International & appreciative environment: an inclusive, equal-opportunity workplace in an international company, actively promoted by our ED&I Council
•Attractive additional benefits: various benefits such as JobRad bike leasing, childcare subsidies and a ShoppingCard with monthly credit
•Time for social engagement: two additional vacation days, e.g. for projects of our PATRIZIA Foundation
•Strong togetherness: active employee initiatives and networks
Apply online via our job portal www.patrizia.ag/de/karriere/.
