Manager Tax Compliance FATCA & CRS

coni+partner AG; Greater London; On-site; GBP 127,000 - 200,000; Full time

Job summary

coni + partner ag in Zurich seeks a Manager Tax Compliance FATCA & CRS to lead corporate and international tax compliance for private equity funds and clients.

The role covers US tax and AEOI, PFICs/CFCs, and tax reporting, with responsibility for knowledge transfer and collaboration with IT. Strong Big Four experience and project management are required.

Qualifications

• Master's degree in Law, Accounting or Taxation.
• Qualified as a tax professional.
• Experience at a Big Four firm or top-tier law firm.
• Asset management background with corporate tax, international tax, AEOI and US tax.
• Exposure to international tax matters and tax compliance.
• Ability to manage multiple projects simultaneously.
• Experience calculating taxable income for private equity funds.
• Ability to coordinate tax-related projects.
• Experience preparing and reviewing tax returns and Schedule K-1.
• Time and project management skills.
• Excellent communication and teamwork.
• IT flair.

Responsibilities

• Manage corporate tax and international tax compliance (FATCA/CRS) and client tax reporting.
• Ensure AEOI and US tax compliance for private equity funds.
• Analyze tax legislation and impact on investments for portfolio management and investors.
• Analyze fund distribution provisions and allocations for investors.
• Analyze international tax rules for PFICs or CFCs and tax reporting (Forms 926, 8865, 8621, 5471).
• Analyze debt and equity, UBTI and other tax analyses for private equity funds.
• Provide investment tax advice on US tax systems.
• Single point of contact for internal/external stakeholders.
• Monitor newsletters and directives from tax authorities; collaborate with IT on regulatory changes.
• Conduct trainings on US tax concepts for investment practice.
• Collaborate in global tax projects.

Skills

Big Four experience

Tax compliance

Asset management

International tax

Project management

US tax

K-1 returns

Portfolio reporting

Communication

MS Office / Excel

Team player

Education

Master's degree in Law, Accounting or Taxation

Qualified as a tax professional

Tools

Excel

MS Office

Tax software

Job description

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 the asset management of an international Swiss bank in Zurich. We are looking for a tax professional (m, f, d) as

Manager Tax Compliance FATCA & CRS

Your Tasks:

• Responsible for corporate tax, international tax compliance (FATCA/CRS) and client tax reporting
• Ensure AEOI and also US tax compliance for management of private equity funds with appropriate consideration of risk, operational and tax issues
• Ongoing analysis of tax legislation and identification of impact on investments for portfolio management and investors
• Analysis of distribution provisions in fund agreements and distribution allocation for investors
• Analysis of international tax rules for PFICs or CFCs and tax reporting with respect to Forms 926, 8865, 8621, 5471 etc.
• Analysis of debt and equity, income of a tax-exempt client (UBTI) and other tax analyses required for private equity funds
• Analysis of clients' investments with regard to CRS and also US tax implications
• Investment-related advice to clients on the choice of US tax systems
• Single point of contact on all types of questions for internal and external stakeholders
• Monitoring of newsletters and directives from the tax authorities
• In cooperation with IT, implementation of regulatory changes in tools, processes and systems
• Conduct trainings with the aim of explaining US tax concepts for investment practice
• Collaboration in global tax projects

Your Profile:

• Master's degree in Law, Accounting or Taxation
• Qualified as a tax professional
• Professional experience at a Big Four firm or a top-tier law firm is required
• Experienced in asset management with corporate tax, international tax, AEOI and US tax ideally with private equity funds
• Exposure to international tax matters and tax compliance
• Ability to manage multiple projects simultaneously
• Extensive experience with calculating taxable income and resource allocations for private equity funds
• Ability to coordinate tax-related projects
• Experience preparing and reviewing tax returns and Schedule K-1
• Time and project management skills
• Ability to work in a dynamic environment and transfer knowledge and experience to the team
• Team player and team orientation
• Eloquent communication
• IT flair
• MS Office, Excel

Your Contact:

Mr. Ivano Coni would like to support you. Your application will be kept strictly confidential.

coni + partner ag

Klosbachstrasse 107

CH-8032 Zürich

Tel.: [phone]

E-Mail: [e-mail]