Corporate Tax Specialist / Steuerreferent f/m/d 26

Upvest is seeking a Corporate Tax Specialist to join their Finance team in Mississippi. The role involves managing corporate income tax, VAT, payroll tax, and transfer pricing, ensuring compliance with tax regulations, and supporting the company's expansion into new markets. The ideal candidate should be pragmatic and detail-oriented, capable of developing tax processes and collaborating with various teams. Upvest is a rapidly growing investment firm backed by significant funding.
At Upvest, we are on a mission to make investing as easy as spending money. Upvest empowers businesses to offer a wide range of investment products and the best experience in the field of capital market investment and retirement planning. Upvest's Investment API is easy to integrate so that fintechs and financial institutions can save resources and fully focus on their core business.

We are proud to partner with Europe's leading Fintechs and financial institutions such as DKB, Revolut, N26 and Raisin. Founded in 2017 by Martin Kassing, Upvest now brings togetherover 270 talented professionals from more than 70 nationalities. Upvest is backed by 280M in total funding from world-class investors, including BlackRock, Tencent, Sapphire Ventures, and Bessemer Venture Partners, Earlybird, Notion Capital, and Motive. Our latest 105M funding round in March 2026 - led by Sapphire and Tencent - serves as a massive catalyst for our growth, allowing us to offer premier investment experience.

About the role:
As a nationally supervised investment firm, tax is a core part of how we operate. It ensures compliance with tax regulations, builds trust with tax authorities, investors, and auditors, and provides the foundation for sustainable growth - so our teams can focus on customers, products, and innovation.

As a Corporate Tax Specialist (f/m/d), you'll be part of our Finance team and take ownership of core tasks across corporate income tax, VAT, payroll tax, and transfer pricing. You'll ensure the accurate and timely preparation of tax filings and returns, help build robust processes and controls, and actively contribute to the ongoing development of our Tax Compliance Management System (TCMS). You'll work closely with Accounting, Legal, the Head of Corporate Taxes, and external advisers, and act as the first point of contact for tax-related questions in day-to-day business.

Upvest is in a phase of strong European expansion and is setting up new entities and branches abroad as part of this growth. You'll support this journey from a tax perspective:
assessing the tax implications of new country and entity structures, coordinating with local advisers, and making sure our international setup is tax-robust and scalable from day one.

We're looking for a pragmatic, solution-oriented person who takes ownership, challenges existing processes, and works with a high level of accuracy.

What you'll do:
Prepare and submit VAT pre-notifications, corporate income tax and trade tax returns, and other tax filings on time.

Contribute to preparing and maintaining transfer pricing documentation

Assess and support payroll tax matters in close coordination with the People team.

Develop and maintain our Tax Compliance Management System (TCMS) and related work instructions.

Establish robust internal controls for tax processes and monitor them on an ongoing basis.

Work closely with the Accounting team on tax matters during monthly, quarterly, and annual closings.

Contribute to cross-functional projects that align tax compliance with accounting and business goals.

Support the tax assessment and structuring involved in setting up new entities and branches abroad, including choice of legal form, registration requirements, and permanent establishment risks.

Coordinate local tax advisers in the relevant countries and ensure new entities are set up correctly from a tax perspective from day one and properly integrated into our group structure.

What you bring:
Several years of relevant experience in tax advisory, a corporate tax department, or audit with a focus on tax.

Solid knowledge of German tax law (e. g. AO, EStG, KStG, UStG) and a basic understanding of transfer pricing regulations.

Experience preparing tax returns and filings, and in dealing with tax authorities.

Experience with ERP systems (e. g. Oracle NetSuite) is a plus; strong Excel skills are required.

Fluent German and very good English communication skills, including the ability to explain complex topics clearly.

A strong sense of ownership and a structured, detail-oriented way of working.

An interest in brokerage, trading, and wealth management, along with a good understanding of financial markets.

Motivation to continuously grow, both professionally and personally.

How we Upvest in you:
Best-in-class AI tools:
Every Upvenger has 20,000 per year to spend on the best AI tools available so you're always working with the most powerful models and tooling on the market.

Impact-driven work:
We're building the infrastructure that will power the future of investing in Europe. It's complex, ambitious, and meaningful. You'll work with modern technologies and create something entirely new. No legacy systems, no limits.

Wellbeing:
Recharge with 30 days of annual leave and maintain a healthy lifestyle with sports benefits. Access confidential professional coaching and enjoy the flexibility to work remotely abroad for up to 183 days a year. Recharge with UpRest, a one-month fully paid sabbatical after every 4 years of working at Upvest.

Development:
Growth is in our DNA. Each Upvenger has access to a personal development budget and the freedom to decide how to use it.

Flexible work environment:
Work from any of our hubs in Berlin, London or Tallinn hybrid or remotely across Europe, depending on the role. We give you the choice and budget to work where yo.