Investor US tax reporting specialist

LGT Capital Partners; Freienbach; Hybrid; CHF 80.000 - 100.000; Vollzeit

Benefits dieser Stelle

Work-from-home options

Flexible hours

Training opportunities

Home office allowance

Zusammenfassung

LGT Capital Partners in Freienbach, Switzerland, is seeking an Investor Tax Reporting Specialist to expand its operational tax capabilities. The role involves US tax compliance, operational tax procedures, and management of ad hoc tax projects. Ideal candidates will have a Bachelor's or Master's in a related field and 2-3 years of relevant experience, especially from a BIG 4 firm.

We offer modern work conditions, a commitment to employee growth, and a collaborative culture. Join us to make an impact in alternative investment management.

Qualifikationen

• 2-3 years of hands-on experience in international tax matters, ideally at a BIG 4.
• Solid exposure to international tax, especially in fund structuring and tax reporting.
• Fluency in English is required.

Aufgaben

• Assist in the annual US tax compliance process and investor tax reporting.
• Establish and oversee operational tax procedures and controls.
• Manage ad hoc tax projects and assess changes in taxation rules.

Kenntnisse

Analytical skills

Organizational skills

Proficiency in Excel

Communication skills

Team player

Ausbildung

Bachelor’s degree in tax, finance or accounting

Master’s in tax, finance or accounting (preferred)

Jobbeschreibung

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 US 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 US tax reporting process for our products in conjunction with external service providers;
• Provide support in respect of ongoing US tax matters of the private equity and real estate funds;
• 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;
• 2- 3 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 Hohermuth

Human Resources

LGT Capital Partners AG, Pfaeffikon

Contact

[phone]