Manager - Fund Tax Reporting Services

EY (Ernst & Young AG); Zürich; On-site; CHF 140,000 - 210,000; Full time

Job summary

EY (Ernst & Young AG) in Zurich seeks a Manager for Fund Tax Reporting Services to own engagements in the Swiss fund tax space, lead teams, and deliver accurate investor tax figures to the SFTA. You will coordinate with partner offices, clients and fund administrators while driving process improvements and automation initiatives.

The role offers exposure to complex multi-jurisdictional fund structures, strong career progression, and a focus on high-quality tax reporting for asset managers and

Qualifications

• University degree in a relevant field as stated.
• Strong analytical and numerical skills with advanced Excel capability.
• Experience in tax reporting, data analytics or automation is advantageous.
• Excellent communication and English proficiency.

Responsibilities

• Prepare and review Swiss income tax figures for investment funds.
• Coordinate data with offices, clients and fund administrators for accurate reporting.
• Manage end-to-end reporting timelines and high-quality delivery to clients and authorities.
• Act as a primary client contact on Swiss fund tax reporting matters.
• Contribute to process improvement and automation of reporting tools.
• Lead engagements, supervise juniors, and manage engagement economics and relationships.

Skills

MS Excel

Analytical skills

Numerical skills

English proficiency

Communication skills

Team collaboration

Data analytics

Automation experience

Process optimization

Leadership / coaching

Education

Bachelor or Master in law, economics, business administration, finance or comparable

Job description

Manager - Fund Tax Reporting Services (Zurich)

At EY, we're all in to shape your future with confidence.
We'll help you succeed in a globally connected powerhouse of diverse teams and take your career wherever you want it to go.Join EY and help to build a better working world.

The opportunity

Our Europe Financial Services Tax (EW FS Tax) team in Zurich advises leading Swiss and international asset managers, fund houses and financial institutions on the full spectrum of taxation.

As part of our growing Swiss Fund Tax Reporting practice, you will take ownership of engagements - from the analysis of complex, multi-jurisdictional fund structures through to the delivery of investor tax figures that meet the requirements of the Swiss Federal Tax Administration (SFTA/ESTV).

This role offers client exposure, technical depth, and clear career progression. As a Manager, you will deepen your fund tax expertise, lead engagements, coach junior team members, and play a key role in shaping the future growth of our practice.

Your key responsibilities

• Preparing and reviewing Swiss income tax figures for investment funds (including the Swiss taxable income per unit)
• Coordinating with our EY partner offices, clients and fund administrators to obtain, validate and reconcile the data required for accurate tax reporting
• Managing the reporting process end-to-end: planning timelines, monitoring deadlines and ensuring high-quality, on-time delivery to clients and the SFTA
• Acting as a trusted point of contact for clients on Swiss fund tax reporting matters
• Contributing to the continuous improvement and automation of our reporting processes and tools
• Leading engagements, supervising and coaching junior colleagues, and taking responsibility for engagement economics and client relationships

Skills and attributes for success

• A university degree (bachelor or master) in law, economics, business administration, finance or a comparable field
• At least 6 years of experience in taxation, ideally gained within a Big4 firm, asset manager, fund administration or tax advisory environment, including first leadership/coaching experience
• Excellent analytical and numerical skills and a confident command of MS Excel; experience in data analytics or automation is considered as an advantage
• Ability to translate complex tax and regulatory requirements into clear, practical solutions for clients
• Full professional proficiency in English (spoken and written); is an advantage
• Strong communication skills combined with a structured, analytical, and detail-oriented mindset, a strong sense of ownership, and a commitment to delivering high-quality results
• A collaborative, team-oriented mindset and the drive to keep learning in a fast-moving field
• Keen interest in process optimization, automation, and digital transformation such as AI implementation

What we offer you

At EY, we'll develop you with future-focused skills and equip you with world-class experiences. We'll empower you in a flexible environment, and fuel you and your extraordinary talents in a diverse and inclusive culture of globally connected teams. Learn more.

To help create an equitable and inclusive experience during the recruitment process, please inform us as soon as possible about any disability-related adjustments or accommodations you may need.