Tax Operations Associate

LGT Capital Partners Ltd.; Schweiz; On-site; EUR 118,726 - 183,486; Full time

Benefits offered by this job

Home office allowance

Work-from-home options

Flexible hours

Job summary

LGT Capital Partners AG, Pfäffikon, is seeking a Tax Operations Associate to expand its operational tax capabilities across international jurisdictions. The role focuses on coordinating tax returns, FATCA/CRS compliance, and supporting EU tax matters for private equity and real estate funds.

Ideal candidates have a strong background in international tax, 5+ years of experience, and excellent Excel skills. English fluency, proactive collaboration, and meticulous attention to detail are essential.

Qualifications

• Bachelor’s degree is required; a Master’s in tax/finance or accounting is preferred.
• L.L.M. or equivalent would be a strong plus in tax matters.
• Solid exposure to international tax matters for funds and distributions.

Responsibilities

• Assist in annual tax compliance across multiple jurisdictions and coordinate tax returns.
• Support FATCA/CRS matters, including annual reporting and W-8/W-9 reviews.
• Contribute to EU tax matters for private equity/real estate funds and investor tax provisions.
• Establish and oversee operational tax procedures and controls.
• Assess changes in domestic and international tax rules and their impact on the company.
• Manage ad hoc tax projects and related processes.

Skills

Analytical skills

Fluent English

Communication skills

Priorities management

Proactive mindset

Team player

Independent

Attention to detail

Education

Bachelor’s degree

Master’s in tax/finance or accounting

L.L.M. a strong plus

Tools

Microsoft Excel

Microsoft Office

Job description

## Tax Operations AssociateApplylocations: Pfäffikon, Switzerlandtime type: Full timeposted on: Posted 27 Days Agojob requisition id: JR1854**Job Description**The private markets tax team needs to expand its operational tax capabilities covering both technical and operational aspects. The position as Tax Operations Specialist includes the following activities:* Assist in the annual tax compliance process across multiple jurisdictions (including **Luxembourg**, France, Australia, Ireland, Switzerland), including the coordination and review of tax returns prepared by external advisors, and the arrangement of tax reporting to investors;* Provide support in **FATCA and CRS** ("AEOI") matters, including submission of annual AEOI reporting, form W-8/W-9 review;* Provide support in respect of ongoing **EU tax matters** of private equity and real estate funds, including supporting the Investment Teams with tax due diligence processes and tax structuring, as well as supporting the Investor Teams with related tax provisions;* Establish and oversee operational tax procedures and controls;* Assessment of changes in international and domestic taxation rules and their impact on the company;* Management of ad hoc tax projects and processes.**Requirements*** Strong academic background with Bachelor’s degree – ideally a Master’s in tax, finance or accounting; an L.L.M. or equivalent would be a strong plus;* At least 5 years of hands-on experience in international tax matters, gained at a BIG 4 or a reputable tax consulting company;* Solid exposure to international tax matters, particularly in the context of fund structuring, asset management and the investment fund distributions, including investor tax reporting;* Good analytical skills and ability to manage multiple and diverse priorities;* High level of proficiency with Microsoft office, specifically in Excel;* A proactive, solution-oriented mindset with strong organizational skills and attention to detail;* A true team player, self-motivated with the ability to work independently;* Fluency in English is required;* Good communication skills, assertive, confident and trustworthy.**What you can expect*** We provide **modern working conditions**, including work-from-home options, flexible hours and a home office allowance to ensure staff members have a work environment equipped with the latest technology;* A **diverse culture** founded on mutual respect, teamwork and appreciation awaits you at LGT Capital Partners. We go the extra mile to generate impact;* **We empower and invest in you**: your professional development and personal growth are our priority. We offer various internal and external training opportunities that are aligned with your ambitions and our business needs. If you are interested, you can also enhance your German or English language skills;* We are proud to be owned by the **Princely Family of Liechtenstein** and our company is inspired by its entrepreneurial spirit;* **Commitment to ESG**: our approach to business is influenced by the Princely Family’s long-term perspective. Sustainability is key for us and has shaped our actions since 2002;* You benefit from **favorable terms and conditions** if you wish to participate in LGT Capital Partners’ investment programs or to use LGT banking products and services.**Contact Information**If you are interested in becoming an integral part of a successful alternative investment management team in an international, multicultural working environment we will be pleased to get to know you soon. For further information please contact us.Alexandra HohermuthHuman ResourcesLGT Capital Partners AG, PfaeffikonContact:[phone]