Roman Wasser

Roman Wasser currently serves as the Head of Tax Operations & Reporting at Julius Baer, where he plays a pivotal role in shaping the bank’s comprehensive tax compliance and reporting strategies. In this leadership position, Roman oversees the entire spectrum of client tax reporting, including complex processes such as Tax Relief at Source, CRS, FATCA, and QI reporting, ensuring seamless integration with global regulatory standards. His expertise in tax operations enables Julius Baer to maintain high levels of accuracy and efficiency in managing tax reclaim processes and client-specific tax relief procedures.

Roman’s strategic focus extends to leading the Tax Competence Center, where he drives initiatives to optimize tax-related workflows, implement innovative solutions, and ensure regulatory compliance across multiple jurisdictions. His deep understanding of banking operations, combined with his skills in Betriebswirtschaft, Produktkenntnisse, and Steuerplanung, allows him to develop tailored solutions that enhance operational efficiency and reduce compliance risks. Roman’s proficiency in tools like Microsoft Office and his problem-solving mindset facilitate effective communication and collaboration across teams.

A strong leader and coach, Roman emphasizes the development of his team members, fostering a culture of continuous improvement and knowledge sharing. His interconnected approach to tax reporting, combined with his ability to think solution-oriented and proactively anticipate regulatory changes, positions him as a trusted expert within Julius Baer. Through his leadership, the bank maintains robust tax operations that support its strategic growth and uphold the highest standards of compliance in the dynamic landscape of international banking.