Copenhagen, Denmark

About the Role

As a Tax Services Product Specialist, you will help shape and develop Saxo’s global tax service offering, connecting tax expertise with investment products, custody infrastructure and technology.

You will design, improve and evolve processes across withholding tax, Relief at Source, tax reclaims, documentation, beneficial owner disclosure and financial transaction taxes, turning complex tax and market requirements into practical, scalable solutions.

Working across Tax Operations, Corporate Actions, Custody, Product, Technology, Compliance and Legal, you will translate regulatory and market developments into effective tax services, processes and controls. You will also collaborate with custodians, paying agents and tax service providers internationally.

This role is ideal for someone who enjoys solving complex problems, connecting the dots across functions and turning specialist tax knowledge into better products and services.

Key areas of responsibility include:

• Define and maintain tax services, tax treatment rules, investor classifications and operational requirements, including eligibility, limitations and controls.
• Work with Operations, Product and Technology to enhance tax processes, system solutions and automation, and implement new tax and custody solutions.
• Support tax remittance processes covering withholding taxes, financial transaction taxes, stamp duties and other local tax requirements.
• Investigate tax-related incidents and client cases, identify root causes and drive remediation, process improvements and service documentation.
• Work with custodians, paying agents, tax vendors and other providers, while providing tax subject-matter expertise and supporting risk assessments, controls, audits and regulatory reviews.

Your profile

The role is suited to professionals with experience in investment tax, custody, securities services, corporate actions, asset servicing or related areas within financial services.

Relevant experience and knowledge may include:

• Experience in tax operations, custody, securities services, corporate actions or asset servicing.
• Knowledge of withholding tax and cross-border investment taxation.
• Experience with tax processes, documentation, Relief at Source, tax reclaims or beneficial owner disclosure.
• Ability to interpret tax guidance, regulatory requirements and market practices.
• Experience translating requirements into processes, controls or system solutions.
• Experience working with global custodians, intermediaries or service providers.
• Strong analytical skills and experience resolving tax or operational cases.
• Experience developing procedures, service documentation or control frameworks.
• Ability to communicate complex tax and operational topics to different stakeholders.
• Experience collaborating effectively across functions and with external partners.

Additional Relevant Experience

Experience in one or more of the following areas would be beneficial:

• Global custody models, including omnibus and segregated structures.
• Financial transaction taxes, stamp duties and other investment taxes.
• Regulatory or market change initiatives.
• Tax product or service development.
• Tax technology, automation or system implementation.
• Multi-market tax remittance and reporting.
• Service governance, operational risk or controls.

More about the role

The position provides the opportunity to work across international markets, tax regimes and custody networks and contribute to the ongoing development of Saxo’s tax service offering.

The role combines tax subject-matter knowledge with custody, operations, service development and technology. It therefore provides exposure to both the technical requirements associated with investment taxation and the operational and system solutions required to deliver tax services at scale.

We get curious people invested in the world
 

When you work at Saxo, you become a Saxonian and part of a purpose-driven organisation, where good ideas are always taken seriously, and where you can make a true impact. We are invested in your development, and you can expect a robust career from day one when you join Saxo – no matter which role you take on.
 

You will join 2,500 other ambitious colleagues across 11 countries and become part of an international organisation. Working in Saxo, you will get to meet colleagues from many different cultures and backgrounds, and you should know that we value diversity and inclusion and see it as a genuine source of strength to drive growth, foster innovation and position us for long-term success. 
 
We encourage an open feedback culture and supportive team environments enabling employees to grow and fulfil their career aspirations.  

When you bring passion, curiosity, drive and team spirit, your learning journey will be dynamic and your career opportunities in Saxo will be immense.

At Saxo we don’t just offer a job – we offer an opportunity to invest in your future!  

How to apply :

Click here to create an account and upload your resume and a short motivation. We look forward to getting to know you better!