Investor German tax reporting specialist

LGT Capital Partners Ltd.; Bauma; Hybrid; CHF 110,000 - 160,000; Full time

Benefits offered by this job

Work-from-home options

Flexible hours

Home office allowance

Training opportunities

Job summary

LGT Capital Partners AG, based in Pfäffikon, Switzerland, seeks an Investor Tax Reporting Specialist to expand its operational tax capabilities across German, Swiss and Austrian investor reporting. The role involves coordinating with external advisors for German tax compliance, supporting tax reporting for funds, and driving tax due diligence and structuring efforts.

The ideal candidate has 2–3 years in international tax, strong Excel skills, and fluency in English, with a proactive,

Qualifications

• 2-3 years of hands-on experience in international tax matters at a BIG 4 or reputable tax firm.
• Strong analytical skills and ability to manage multiple priorities.
• Fluent in English; good communication skills.
• Proactive, solution-oriented mindset with strong organizational skills.

Responsibilities

• Assist in annual German tax compliance and coordinate with external advisors for tax returns and investor reporting.
• Support German tax reporting for products in collaboration with external service providers.
• Support ongoing German tax matters for private equity and real estate funds, including tax due diligence, structuring and investor tax provisions.
• Support Swiss and Austrian investor tax reporting.
• Establish and oversee operational tax procedures and controls; assess changes in international and domestic tax rules; manage ad hoc tax projects and processes.

Education

Bachelor's degree in tax, finance or accounting

Tools

Microsoft Excel

Job description

Job Description

The private markets tax team needs to expand its operational tax capabilities covering both technical and operational aspects. The position as Investor tax reporting specialist includes the following activities:

• Assist in the annual German tax compliance process (coordination and review of the tax returns prepared by external advisors) and in arranging tax reporting to investors;

• Assist in collecting information for the annual German tax reporting process for our products in conjunction with external service providers;

• Provide support in respect of ongoing German tax matters of the private equity and real estate funds, including providing support to the Investment Teams in the tax due diligence process, tax structuring and support to the Investor Teams in the German tax provisions;

• Provide support in respect of ongoing Swiss and Austrian investor tax reporting;

• 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’sin tax, finance or accounting;

• 2- 3 years ofhands-onexperience in international tax matters, gained at aBIG 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 withMicrosoft 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 inEnglish 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

Alexandra Hohermuth

Human Resources

LGT Capital Partners AG, Pfaeffikon

Contact:

[phone]