Manager - Fund Tax Reporting Services (Zurich)

EY; Zürich; Vor Ort; CHF 150.000 - 190.000; Vollzeit

Zusammenfassung

EY in Zurich seeks a Manager in Swiss Fund Tax Reporting to own engagements from fund structures analysis to delivering investor tax figures meeting SFTA standards. You will lead, coach juniors, and shape practice growth while ensuring timely, high-quality delivery.

The role combines client exposure, technical depth, and clear career progression in a globally connected team with opportunities to influence automation and process improvements.

Qualifikationen

• University degree in a relevant field.
• 6+ years in taxation with leadership/coaching experience.
• Strong analytical and numerical skills, Excel proficiency.
• Ability to translate complex tax rules into practical solutions.

Aufgaben

• Prepare and review Swiss income tax figures for investment funds.
• Coordinate with partner offices, clients, and fund administrators for data.
• Manage end-to-end reporting: timelines, deadlines, quality, and delivery to clients/authorities.
• Serve as a trusted contact for Swiss fund tax reporting matters.
• Contribute to process improvement and automation of reporting tools.
• Lead engagements, supervise juniors, and manage engagement economics and relationships.

Kenntnisse

Taxation experience

Leadership

MS Excel

Data analytics

Regulatory translation

English proficiency

German language

Communication skills

Team collaboration

AI & process automation

Ausbildung

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

Tools

MS Excel

Data analytics tools

Jobbeschreibung

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 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.