You're seeing this page as if you were . The main menu is still yours, though. Exit from immersion
Monika ElsenME

Monika Elsen

Senior Project & Process Specialist | Banking, T

€500/day
Zürich, CH
8-15 years

Average response time: 1 hour

Freelancer profile translated to English.
Back to original language

About Monika

I support companies and project teams in bringing structure to complex processes – from operational implementation to optimizing existing processes.

With many years of experience in the banking environment (incl. Julius Baer, LGT), I quickly get to grips with new topics and independently take on tasks in the areas of tax processes, data preparation, and coordination.

I bring experience in supporting specialist applications (incl. Confinale Reclaim Service, AssignmentPro) and act as an interface between the business department and IT.

I combine technical understanding with a high affinity for systems and support the stabilization and further development of existing processes. My focus is on clear structures, comprehensible processes, and reliable implementation.

Typical areas of application:
– Process structuring and operational support
– Data preparation and reconciliation
– Support in the banking and tax environment (Tax Reclaim)
– Coordination between business units, clients, and external partners

I work calmly, analytically, and independently – particularly effectively in demanding and complex project phases.
  • German

    Native or bilingual

  • English

    Fluent

  • French

    Fluent

Can work on-site
Zürich (up to 10km)

Experience

  • Bosshard & Partner / Julius Bär
    Tax Specialist
    BANKING AND INSURANCE
    February 2026 - Today (6 months)
    Zürich, Switzerland
    Independent assumption and processing of the "Tax Relief at Source" area in an international context.

    Analysis and processing of withholding tax processes, taking into account country-specific requirements and double taxation agreements.

    Ensuring structured and timely processing and coordination with internal business units and external bodies.

    Continuous familiarization with complex tax issues and optimization of workflows in daily business.
    Double Taxation Agreements (DTA) Coordination with internal and external stakeholders Microsoft Excel Databases Reporting
  • Julius Bär
    Tax Reclaim Specialist
    BANKING AND INSURANCE
    August 2021 - November 2022 (1 year and 3 months)
    Zürich, Switzerland
    Responsible for the processing and coordination of withholding tax refunds (Tax Reclaim) for corporate clients, Nostro and fund structures in an international context.

    Analysis of potential refunds and creation of reporting and reconciliation files to ensure correct and timely processing.

    Monitoring of incoming payments and processing of complex and non-standard cases, including coordination with clients and external partners for international applications.

    Co-responsible for the further development of the Tax Reclaim application, including form creation and execution of release tests.
    Reporting Microsoft Excel Data analysis User Acceptance Testing Interface Management
  • LGT Bank Liechtenstein
    Tax Specialist
    BANKING AND INSURANCE
    September 2018 - July 2021 (2 years and 10 months)
    Vaduz, Liechtenstein
    Independent processing of withholding tax refunds (Tax Reclaim) in an international environment, taking into account double taxation agreements.

    Analysis and structured preparation of relevant data to ensure timely and high-quality processing.

    Coordination with clients and tax authorities in an international context.

    Working with specialized tax reclaim systems (incl. Confinale Reclaim Service) and acting as the central point of contact for the application in the business unit, including user support and coordination with internal IT interfaces.

    Participation in the further development of applications, including the implementation of new forms and optimization of existing processes.
    Customer Communication Process Optimization Data analysis Microsoft Excel Application Management

Recommendations

Be the first to recommend Monika

Help this freelancer shine by sharing your experience working together.

These freelancer profiles also match your criteria

AgathaA

Agatha Frydrych

Backend Java Software Engineer

4.7

(3)

2

BaptisteB

Baptiste Duhen

Fullstack developer

4.6

(4)

5

AmedA

Amed Hamou

Senior Lead Developer

4

(2)

7

AudreyA

Audrey Champion

Web developer

4.3

(3)

4

Education

  • Training as a Management Assistant with a specialization in Communication
    ESO Euroschulen
    2005
    Ausbildung Management Assistenz mit Fachrichtung
  • Computer Science with a specialization in Design
    FH
    1995
    Informatik mit Fachrichtung Design

Skill set

Categories

  • Other