(Senior) Business Analyst - Tax area

What you'll do

One of our flagship products, Client Tax, is a leading tax reporting solution for private individuals, designed to handle the complexities of investment taxation. Our platform enables the generation of high-quality, country-specific tax reports in compliance with tax laws across 30+ jurisdictions, supporting tax reporting on investment income products:  shares, bonds, ETFs, mutual funds, derivatives (options, futures, CFDs, swaps, etc.), structured products, cryptocurrencies, private equity or different tax wrappers. 
Some of the jurisdictions/forms Client Tax covers tax reporting obligations are: 

• Germany (Anlage KAP, Anlage KAP-INV, Anlage SO)
• France (2042, 2047, 2074, 2086, 2561, TD-RCM, 2777, 2778, PEA/PME accounts)
• Spain (Modelo 100, 714, 189, 196, 198, 173, etc.)
• Switzerland (DA-1, EStV – investment income and capital gains)
• Italy (Quadro RL, RT, RW)
• Belgium (Revenus des capitaux mobiliers, the Belgian Tax on Security Accounts, the Belgian Stock Exchange Tax, 281.50, etc.)
• Sweden (K4, K20, KU21, KU31, ec.)
• Austria: (E1, E1kv)
• UK: (SA100, SA101, SA108, SA107, SA903, SA905)
• US: (1040, 1099)
• Portugal: (Modelo 3 Anexo E, Modelo 3 Anexo G, Modelo 3 Anexo E)
• Poland: (PIT-8C, PIT-8AR, PIT-38, PIT/O, PIT/ZG)

Please note that these are just some of the examples. Furthermore, there is also some coverage for corporate clients. 
This extensive coverage and deep regulatory expertise have made Client Tax the preferred choice for half of the 20 largest private & wealth management banks worldwide. Our software empowers these institutions to provide their clients with precise reporting on taxable income, capital gains, wealth tax, and financial transaction taxes, ensuring full compliance with local regulations. 

Your role 
As a Business Analyst in our international Product Team, you will play a key role in developing our Client Tax software to support tax calculations and compliance across multiple jurisdictions. You will focus on financial instruments  

Your Responsibilities 

Regulatory Analysis & Requirements Gathering 

• Research tax regulations and customer-specific requirements across multiple jurisdictions.
• Translate regulatory changes into functional specifications for tax reporting modules covering different asset classes.

Concept Development & Implementation Support 

• Design tax calculation and reporting models for shares, bonds, ETFs, mutual funds, derivatives, structured products, cryptocurrencies, and private equity in line with local tax laws.
• Work closely with development teams to integrate these models into Client Tax, ensuring accuracy and compliance.

Customer Support & Training 

• Deliver virtual and in-person training sessions on Client Tax functionalities.
• Act as a third-level support contact for complex tax reporting cases involving different asset classes and tax wrappers.

Sales & Product Strategy 

• Support the sales team in promoting Client Tax to financial institutions.
• Provide expert guidance on tax module functionalities, including taxation of capital gains, withholding tax, financial transaction tax, wealth tax, and tax-efficient structures.

Why we should decide on you

• Expertise in Taxation & Reporting 
  • Proven experience in tax calculation and reporting, ideally covering one or more jurisdictions in our scope.
  • Strong understanding of individual taxation, capital gains taxation, withholding tax, financial transaction tax (FTT), and tax wrappers for different asset types.
• Financial & Technical Knowledge 
  • Familiarity with financial markets, banking operations, and tax processing workflows for diverse financial instruments.
  • Experience with XML, databases, SQL, and Jira is a plus but not required.
• Education & Certifications 
  • A university degree in finance, economics, accounting, or a related field.
  • Relevant certifications (e.g., CEFA, CFA, FMO/FMT, MASIT, CAS) are an advantage.
• Soft Skills 
  • Strong analytical skills, with experience defining user stories and epics.
  • Excellent English communication skills.
  • Ability to work independently, think critically, and drive innovative solutions.

Why you should decide on us

• Let’s grow together, join our market leading SaaS company – our agile character and culture of innovation enables you to design our future.
• We provide you with the opportunity to take on responsibility and participate in international projects.  
• In addition to our buddy-program, we offer numerous individual and wide-ranging training opportunities during which you can explore technical and functional areas. 
• Our internal mobility initiative encourages colleagues to transfer cross functionally to gain experience and promotes knowledge sharing.
• We are proud of our positive working atmosphere characterized by a supportive team across different locations and countries and transparent communication across all levels. 
• Together we're better - meet your colleagues at our numerous team events.

 To get a first impression, we only need your CV and look forward to meeting you in a (personal/virtual) interview!
 
Recognizing the benefits of working in diverse teams, we are committed to equal employment opportunities regardless of gender, age, nationality, ethnic or social origin, disability, and sexual identity.
Are you interested? Apply now!
https://www.regnology.net

(PH) Business Analyst PM_2025_02

Über uns

Regnology ist ein international führender Anbieter für innovative Lösungen im Bereich Regulatory, Risk und Supervisory Technology (RegTech/RiskTech/SupTech), für AEOI und Steuerreporting sowie für Services für das aufsichtsrechtliche Meldewesen entlang der regulatorischen Wertschöpfungskette. Regnology ist seit 25 Jahren ein Partner für Banken und Regulierungsbehörden. Bis Ende 2020 war das Unternehmen Teil der BearingPoint-Gruppe und firmierte unter dem Namen BearingPoint RegTech. Seit dem Verkauf des RegTech-Geschäfts an das Private-Equity-Unternehmen Nordic Capital ist das Unternehmen unabhängig. Im Juni 2021 hat sich das Unternehmen mit Vizor Software zusammengeschlossen und kürzlich den Namen in Regnology geändert. Insgesamt nutzen mehr als 7.000 Firmen, darunter Banken, Versicherungen und Finanzdienstleister, Reporting-Lösungen von Regnology. Gleichzeitig setzen mehr als 50 Aufsichtsbehörden und Steuerbehörden auf fünf Kontinenten die SupTech-Lösungen des Unternehmens ein, um Daten von 34.000 Firmen in 60 Ländern zu erfassen und zu analysieren. Regnology beschäftigt insgesamt über 770 Mitarbeiter an 17 Standorten in 12 Ländern.

Du hast Fragen? Schreib uns gerne unter:

recruiting@regnology.net