Tax Manager Corporates | Fund Investment Compliance

coni+partner AG; Genf; Vor Ort; CHF 150.000 - 210.000; Vollzeit

Zusammenfassung

coni + partner ag in Zurich seeks a Senior Tax Compliance Specialist (m/f/d) to provide cross-functional tax advisory for legal entities in Europe, the U.S., and Asia. The role covers FATCA/CRS, fund structures, and regulatory filings for private-market funds.

The candidate will review certificates, support annual tax processes, and advise investment teams and senior management on tax matters, with a focus on accuracy and timely reporting.

Qualifikationen

• Degree in Law or Business Law.
• Further education in tax is a plus.
• Legal experience in the fund industry, specializing in corporate tax, at a top-tier law firm or a Big Four tax consulting firm.
• Familiar with fund structures, transactions, FATCA/CRS and different jurisdictions with funds domiciled in Luxembourg, Ireland, Delaware, Cayman Islands, etc.
• Strong analytical skills and detail-oriented.
• Ability to work with and organise a variety of documents.
• Ability to work in a team.
• Efficient working style.
• Skilled in building interpersonal relationships.
• Strong client service orientation.
• Willingness to perform in a challenging business environment.
• Ability to work under pressure and with tight deadlines.
• Interest in project work.
• Strong written and verbal communication skills.
• Proficient with MS Office.
• Fluency in English.

Aufgaben

• Provide cross-functional tax compliance advisory for legal entities in Europe, the U.S., and Asia for investment teams, operations, institutional client solutions, finance, tax, and including timely submissions of reporting.
• Serve as an expert in corporate tax, FATCA, and AEOI tax compliance in the design, launch, and ongoing management of funds and other investment vehicles; in tax due diligence and structuring; and in providing risk-based support to the specialist teams.
• Review self-certificates at both entity and investor levels, ensuring completeness and accuracy.
• Participate in product development of various investment structures across multiple jurisdictions.
• Review tax returns made by external advisers, and the quality of tax reporting to investors.
• Support the annual tax compliance process.
• Provide support for regulatory filings (e.g., form W-8/W-9, 8-Ks, 10-Q/Ks, N-CSRs, or prospectus updates) and assisting with day-to-day oversight of legal matters.
• Support with day-to-day European tax matters relating to private-market funds, including assisting investment teams.
• Provide regulatory and legal advice to investment professionals and business personnel, including preparation of reports for the investment team and senior management.
• Monitoring of changes in international and domestic taxation rules and their impact on the private market business.

Kenntnisse

Fluency in English

Analytical skills

Communication skills

Teamwork

MS Office proficiency

Client service orientation

Ability to work under pressure

Ausbildung

Degree in Law or Business Law

Further education in tax

Jobbeschreibung

coni + partner, established 1993, is a consultancy company with headquarters in Zurich and subsidiaries in Düsseldorf and Shanghai. We are specialised in custom-fit staffing in tune with the corporate culture by ensuring a perfect match of professional skills, references and personal as well as social skills of successful candidates.

Our client is an international bank in Zurich. We are searching for a senior tax compliance specialist (m, f, d) as

Tax Manager Corporates | Fund Investment Compliance

Aufgaben

• Cross-functional tax compliance advisory for legal entities in Europe, the U.S., and Asia for investment teams, operations, institutional client solutions, finance, tax, and including timely submissions of reporting
• Serving as an expert in corporate tax, FATCA, and AEOI tax compliance in the design, launch, and ongoing management of new and existing registered funds and other investment vehicles; in tax due diligence and structuring; and in providing risk-based support to the specialist teams
• Review self-certificates at both entity and investor levels, ensuring completeness and accuracy
• Participating in product development of various investment structures across multiple jurisdictions
• Review of tax returns made by external advisers, and the quality of tax reporting to investors
• Support the annual tax compliance process
• Provide support for regulatory filings (e.g., form W-8/W-9, 8-Ks, 10-Q/Ks, N-CSRs, or prospectus updates) and assisting with day-to-day oversight of legal matters
• Support with day-to-day European tax matters relating to private-market funds, including assisting investment teams
• Providing regulatory and legal advice to investment professionals and business personnel, including preparation of reports for the investment team and senior management
• Monitoring of changes in international and domestic taxation rules and their impact on the private market business

Qualifikation

• Degree in Law or Business Law
• Further education in tax is a plus
• Legal experience in the fund industry, specializing in corporate tax, at a top-tier law firm or a Big Four tax consulting firm
• Familiar with fund structures, transactions, all-round knowledge of tax (FATCA/CRS) and different jurisdictions with funds domiciled in Luxembourg, Ireland, Delaware, Cayman Islands, etc.
• Strong analytical skills and detail-oriented
• Ability to work with and organise a variety of documents
• Ability to work in a team
• Efficient working style
• Skilled in building interpersonal relationships
• Strong client service orientation
• Willingness to perform in a challenging business environment
• Ability to work under pressure and with tight deadlines
• Interest in project work
• Strong written and verbal communication skills
• Proficient with MS Office
• Fluency in English.

coni + partner ag

Ivano Coni

Managing Director

Klosbachstrasse 107

CH-8032 Zürich

Tel.: [phone]