Senior Consultant - Fund Tax Reporting Services (Zurich)

EY; Zürich; On-site; CHF 120,000 - 150,000; Full time

Job summary

EY in Zurich seeks a Senior Consultant to take ownership of Swiss fund tax reporting engagements. You will analyze complex fund structures, deliver investor tax figures per SFTA/ESTV, and support junior colleagues while contributing to the growth of the EW FS Tax practice.

You will interact with clients and cross-border teams, drive process improvements, and develop fund tax expertise in a dynamic environment.

Qualifications

• University degree in law, economics, business administration, finance or comparable field.
• 3-5 years of taxation experience, ideally in Big4, asset manager, fund administration or tax advisory.
• Excellent analytical and numerical skills; MS Excel proficiency; data analytics or automation is a plus.
• Ability to translate complex tax/regulatory requirements into practical client solutions.
• Full professional English; German is an advantage.

Responsibilities

• Preparing and reviewing Swiss income tax figures for investment funds (including Swiss taxable income per unit).
• Coordinating with EY partner offices, clients and fund administrators to obtain, validate and reconcile data for tax reporting.
• Managing end-to-end reporting process: planning timelines, deadlines, and on-time client/SFTA delivery.
• Acting as a trusted client contact for Swiss fund tax reporting matters.
• Contributing to continuous improvement and automation of reporting processes and tools.

Skills

University degree in law, economics, B

Taxation experience 3-5 years

MS Excel

Data analytics/automation

English proficiency

German is an advantage

Excellent communication

Team collaboration

Education

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

Job description

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 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.

Are you ready to shape your future with confidence?

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.