Jonas Gerlach

I’m a finance, tax and compliance professional with experience in regulatory research, complex filings, process optimization, and detail-oriented independent work. I’m trusted with sensitive data and I focus on structured documentation that supports advisory decisions.

In my current role as a Tax Assistant, I prepare income tax, inheritance tax, and gift tax returns for private clients and entrepreneurs. I conduct comprehensive tax research, perform independent valuations of businesses and real estate for tax purposes, and draft materials for client consultation and advisory meetings. I also organize and optimize personal workflows to improve efficiency in recurring casework.

Previously, as a Tax Officer with the Hessian Tax Authority, I reviewed tax returns (income tax, VAT, trade tax), profit-and-loss statements, and financial accounts to ensure accurate tax treatment. I processed objections and handled written and electronic correspondence throughout assessments while managing taxpayer data in line with strict legal and administrative requirements. During my cooperative education, I rotated through income tax, VAT, payroll tax, and enforcement, applying tax law with increasing responsibility.

My professional ethos is clear: accuracy, reliability, and continuous workflow improvement. I’m open to remote-first roles in finance, operations or compliance within international teams where I can combine compliance rigor with practical process enhancements.