Manager - Fund Tax Reporting Services (Zurich)

Ernst & Young Advisory Services Sdn Bhd; Zürich; Vor Ort; CHF 140.000 - 200.000; Vollzeit

Zusammenfassung

EY in Zurich is seeking an experienced Manager to lead Swiss Fund Tax Reporting engagements, from analyzing complex multi-jurisdictional fund structures to delivering investor tax figures for SFTA/ESTV compliance.

You will deepen fund tax expertise, oversee engagements, coach junior colleagues, and shape the growth of our EW FS Tax practice in a collaborative, fast-moving environment. Fluent English is required; German is a plus.

Qualifikationen

• University degree in law, economics, business or finance.
• At least 6 years of taxation experience, preferably in Big4 or asset management.
• Strong English, German is an advantage.
• Leadership/coaching experience and client-facing skills.

Aufgaben

• Preparing and reviewing Swiss income tax figures for investment funds.
• Coordinating with partner offices, clients and fund administrators to gather data.
• Managing the end-to-end reporting process, including timelines and deadlines.
• Serving as a trusted point of contact for Swiss fund tax reporting matters.
• contributing to process improvements and automation of reporting tools.
• Leading engagements, supervising juniors, and managing engagement economics.

Kenntnisse

Analytical thinking

Numerical skills

Communication

Team leadership

English proficiency

German language (advantage)

Ausbildung

Bachelor's or Master's degree in law, economics, business administration, finance or comparable field

Tools

MS Excel

Data analytics tools

Jobbeschreibung

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The opportunity

Our Europe West 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); German 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.

EY | Building a better working world

EY is building a better working world by creating new value for clients, people, society and the planet, while building trust in capital markets.

Enabled by data, AI and advanced technology, EY teams help clients shape the future with confidence and develop answers for the most pressing issues of today and tomorrow.

EY teams work across a full spectrum of services in assurance, consulting, tax, strategy and transactions. Fueled by sector insights, a globally connected, multi-disciplinary network and diverse ecosystem partners, EY teams can provide services in more than 150 countries and territories.

EY refers to the global organization, and may refer to one or more, of the member firms of Ernst & Young Global Limited, each of which is a separate legal entity. Ernst & Young Global Limited, a UK company limited by guarantee, does not provide services to clients.