Senior Consultant - Fund Tax Reporting Services (Zurich)

Ernst & Young Advisory Services Sdn Bhd; Zürich; Vor Ort; CHF 120.000 - 170.000; Vollzeit

Zusammenfassung

EY in Zurich seeks a Senior Consultant to own Swiss Fund Tax Reporting engagements, from fund structure analysis to delivering investor tax figures compliant with SFTA/ESTV. You will coach juniors and contribute to the growth of the practice.

The role offers client exposure, depth in fund tax, and clear progression, with the opportunity to advance and lead within a growing team.

Qualifikationen

• University degree in law, economics, business administration, finance or comparable field.
• 3–5 years of taxation experience, preferably in Big4, asset manager, fund administration or tax advisory.
• Excellent analytical and numerical skills; strong MS Excel; data analytics or automation is a plus.
• Ability to translate complex tax and regulatory requirements into practical client solutions.
• Fluent in English (spoken and written); German is an advantage.

Aufgaben

• Prepare and review Swiss income tax figures for investment funds (including Swiss taxable income per unit).
• Coordinate with EY partner offices, clients and fund administrators for data needed in tax reporting.
• Manage the reporting process end-to-end: plan timelines, monitor deadlines, deliver high-quality on time to clients and SFTA.

Kenntnisse

Taxation experience

MS Excel

Analysis

English proficiency

German (adv)

Data analytics

Automation awareness

Team collaboration

Ausbildung

Bachelor/Master in law, economics, business or finance

Tools

None

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.

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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 Senior Consultant, you will further develop your fund tax expertise, support and coach junior team members, and contribute to the continued growth and success 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

Skills and attributes for success

• A university degree (bachelor or master) in law, economics, business administration, finance or a comparable field
• 3-5 years of experience in taxation, ideally gained within a Big4 firm, asset manager, fund administration or tax advisory environment
• 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
• Excellent 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.