International Tax Manager PE Investments

coni+partner AG; Zürich; On-site; CHF 140,000 - 210,000; Full time

Job summary

coni + partner ag, a Zurich-based consultancy, seeks an International Tax Manager PE Investments to lead international tax matters for private equity funds (EU & US) and oversee tax reporting for investors.

The role requires a Master or Bachelor in law or economics with advanced tax training (LL.M.) and experience at a major firm with fund projects; fluent English is essential. You will monitor CRS/FATCA, assist on tax structuring, and liaise with investors and auditors.

Qualifications

• Master’s or Bachelor’s degree in law or economics.
• Advanced training in tax law (LL.M.).
• Professional experience, ideally at PwC, EY, Deloitte or KPMG, or a renowned tax firm with fund industry projects (e.g. UCITS, AIF).
• Expertise in EU and US taxes as well as CRS and FATCA compliance.

Responsibilities

• Responsible for international tax matters (EU & US) related to private equity funds, including reviewing and coordinating annual tax returns for various countries and organizing tax reporting for investors.
• Supporting investor relations teams with tax provisions
• Responsible for tax compliance with CRS and FATCA, including annual filings and reviewing the relevant forms
• Providing support to front-office teams with tax due diligence and structuring in connection with product development, transactions, and fund investments
• Collaborating on and monitoring process optimization for tax controls and operational procedures
• Monitoring and analysing changes in tax law to assess their relevance to the entire company.

Skills

Fluent English

Analytical thinking

Proactive problem solving

Team orientation

Attention to detail

Communication skills

Independent prioritization

Education

Master’s or Bachelor’s degree in law or economics

LL.M. advanced tax training

Tools

Excel

Job description

coni + partner, established 1993, is a consultancy company with headquarters in Zurich and subsidiaries in Düsseldorf and Shanghai. We are specialised in custom-fit staffing in tune with the corporate culture by ensuring a perfect match of professional skills, references and personal as well as social skills of successful candidates.

Our client is the asset management division of an international bank in Zurich. We are looking for a tax specialist (m, f, d) as

International Tax Manager PE Investments

Your Tasks:

• Responsible for international tax matters (EU & US) related to private equity funds, including reviewing and coordinating annual tax returns for various countries and organizing tax reporting for investors


• Supporting the investor relations teams with tax provisions


• Responsible for tax compliance with CRS and FATCA, including annual filings and reviewing the relevant forms


• Providing support to front-office teams with tax due diligence and structuring in connection with product development, transactions, and fund investments


• Collaborating on and monitoring process optimization for tax controls and operational procedures


• Monitoring and analysing changes in tax law to assess their relevance to the entire company.

Your Profile:

• Master’s or Bachelor’s degree in law or economics


• Advanced training in tax law (LL.M.)


• Professional experience, ideally at one of the Big Four firms—PwC, EY, Deloitte, or KPMG—or at a renowned tax consulting firm with consulting projects in the fund industry (e.g. UCITS, AIF funds)


• Expertise in EU and U.S. taxes as well as CRS and FATCA compliance


• Experience with Luxembourg funds and the Luxembourg legal system


• An analytical, trustworthy individual with a proactive, solution-oriented approach and a keen eye for detail


• Team-oriented with the ability to set priorities and complete tasks independently


• Communication skills across all levels of the organization


• Proficiency with IT and Excel


• Fluent in English.

Your Contact:

Mr. Ivano Coni would like to support you. Your application will be kept strictly confidential.

coni + partner ag

Ivano Coni

Managing Director

Klosbachstrasse 107

CH-8032 Zürich

[e-mail]