Investment Fund Tax Specialist
Current
Feb 2024 - Present
AeroLeads people directory · profile
Birgit H. Email & Phone Number
Steuerberater Financial Services
at
Universal Investment
LinkedIn matched
✓ Verified Jun 2026
3 data sources
Profile completeness 86%
Current company
Role
Steuerberater Financial Services
Location
Bad Homburg, Hesse, Germany
Company size
Who is Birgit H.? Overview
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Quick answer
Birgit H. is listed as Steuerberater Financial Services at Universal Investment, a company with 497 employees, based in Bad Homburg, Hesse, Germany. AeroLeads shows a matched LinkedIn profile for Birgit H..
Birgit H. previously worked as Investment Fund Tax Specialist at Universal Investment and Steuerberaterin at Freiberuflich. Birgit H. holds Ba (Hons), European Finance And Accounting from Leeds Beckett University.
Company email context
Email format at Universal Investment
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Universal Investment
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Profile bio
About Birgit H.
Ein Profi für die Profis! Ich bin Berater. Die fortlaufende Erweiterung meines Fachwissens gehört zu meiner Passion. Mein bisheriger beruflicher Fokus liegt auf dem Spezialgebiet Investmentsteuerrecht: als Berater für Investmentgesellschaften, Depotbanken und Finanzinstituten, als Autor von Kommentierungen und einzelnen Artikeln in Fachzeitschriften, als Referent für Workshops und Präsentationen (z.B. für WM Datenservice). Die erforderliche Digitalisierung begleite ich sowohl projektbezogen als auch im täglichen Geschäftsablauf fachübergreifend. Hier gilt: Details in Theorie und Praxis! Ehrgeiz, Ausdauer und Genauigkeit erweitern beständig meine fachliche Expertise. So gelingen Analyse, Recherche und Kommunikation, vom Problem zur Lösung, von der Idee zur Umsetzung. Ein wahrer Schatz sind für mich aber auch meine vielfältigen Erfahrungen durch Aktivitäten in fachfremden Terrain.
Current workplace
Birgit H.'s current company
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Universal Investment
5 roles · 29 years
Birgit H. work experience
A career timeline built from the work history available for this profile.
Steuerberaterin
Current
Freiberuflich
Als freiberufliche Steuerberaterin habe ich ausschließlich Unternehmen oder andere Steuerberatungskanzleien beraten. Im Fokus standen Fragestellungen zum Investmentsteuerrecht, die Besteuerung von Kapitalmarktprodukten sowie Themen rundum die Depotverwaltung, d.h. Kapitalertragsteuer, Kundenreporting. Die Beratung bei der Entwicklung von Software-Lösungen.
2012 - Present
~14 yrs 5 mos
Tax Manager
European Tax & Legal - D / AT / CH - direktes Reporting an Gf der GmbH. Fondsbesteuerung, Unternehmensbesteuerung, Besteuerung der Anleger. Fondsreporting. Fondssteuererklärungen. Kundenanfragen. Betriebsprüfung. Beratung für Sales, Marketing, Operations, HR. Hedgefonds. Immobilienfonds.
2006 - 2011
~5 yrs
2005 - 2006
~1 yr
Manager Financial Services
Einstieg als Assistant (frisch nach dem letzten Ferienjob). Ausstieg nach mehr als 7 1/2 Jahren als Manager und Steuerberater. Mitgenommen habe ich einen Schatz an Erfahrungen in Mitarbeiterführung, Teamwork, Beratungs-know-how sowie Kenntnisse auf Spezialgebieten: Investmentsteuerrecht, Investmentsteuergesetz, KAGG, Auslandinvestmentgesetz.
1997 - 2004
~7 yrs
Team & coworkers
Colleagues at Universal Investment
Other employees you can reach at universal-investment.com. View company contacts for 497 employees →
YS
Yaryna Strotska
Colleague at Universal InvestmentUkraine, Ukraine
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IS
Ines Schäfer
Colleague at Universal InvestmentFrankfurt Rhine-Main Metropolitan Area, Germany
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AR
Alexander Ruf
Colleague at Universal InvestmentFrankfurt Rhine-Main Metropolitan Area, Germany
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SG
Sebastian Groß
Colleague at Universal InvestmentFrankfurt Rhine-Main Metropolitan Area, Germany
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MP
Małgorzata Piotrowska
Colleague at Universal InvestmentPoland, Poland
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JS
Jakub Szwaczko
Colleague at Universal InvestmentCracow Metropolitan Area, Poland
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JK
Jörg Kluge
Colleague at Universal InvestmentGelnhausen, Hesse, Germany, Germany
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MD
Marta Dembowska
Colleague at Universal InvestmentCracow, Małopolskie, Poland, Poland
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OS
Oneal Sims
Colleague at Universal InvestmentBraxton, Mississippi, United States, United States
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SH
Silke Heuser
Colleague at Universal InvestmentFrankfurt, Hesse, Germany, Germany
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Yaryna Strotska
Colleague at Universal InvestmentUkraine, Ukraine
View →
IS
Ines Schäfer
Colleague at Universal InvestmentFrankfurt Rhine-Main Metropolitan Area, Germany
View →
AR
Alexander Ruf
Colleague at Universal InvestmentFrankfurt Rhine-Main Metropolitan Area, Germany
View →
SG
Sebastian Groß
Colleague at Universal InvestmentFrankfurt Rhine-Main Metropolitan Area, Germany
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MP
Małgorzata Piotrowska
Colleague at Universal InvestmentPoland, Poland
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JS
Jakub Szwaczko
Colleague at Universal InvestmentCracow Metropolitan Area, Poland
View →
JK
Jörg Kluge
Colleague at Universal InvestmentGelnhausen, Hesse, Germany, Germany
View →
MD
Marta Dembowska
Colleague at Universal InvestmentCracow, Małopolskie, Poland, Poland
View →
OS
Oneal Sims
Colleague at Universal InvestmentBraxton, Mississippi, United States, United States
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SH
Silke Heuser
Colleague at Universal InvestmentFrankfurt, Hesse, Germany, Germany
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2 education records
Birgit H. education
Ba (Hons), European Finance And Accounting
Diplom-Betriebswirt (Fh), Europäisches Finanz- Und Rechnungswesen
FAQ
Frequently asked questions about Birgit H.
Quick answers generated from the profile data available on this page.
What company does Birgit H. work for?
Birgit H. works for Universal Investment.
What is Birgit H.'s role at Universal Investment?
Birgit H. is listed as Steuerberater Financial Services at Universal Investment.
Where is Birgit H. based?
Birgit H. is based in Bad Homburg, Hesse, Germany while working with Universal Investment.
What companies has Birgit H. worked for?
Birgit H. has worked for Universal Investment, Freiberuflich, Franklin Templeton, Hsh Nordbank, and Pwc.
Who are Birgit H.'s colleagues at Universal Investment?
Birgit H.'s colleagues at Universal Investment include Yaryna Strotska, Ines Schäfer, Alexander Ruf, Sebastian Groß, and Małgorzata Piotrowska.
How can I contact Birgit H.?
You can use AeroLeads to view verified contact signals for Birgit H. at Universal Investment, including work email, phone, and LinkedIn data when available.
What schools did Birgit H. attend?
Birgit H. holds Ba (Hons), European Finance And Accounting from Leeds Beckett University.
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