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 FATCA & AEOI Fund Investments 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.:
Tax Manager Corporates FATCA & AEOI Fund Investments employer: coni+partner AG
coni + partner is an exceptional employer located in the heart of Zurich, offering a dynamic work environment that fosters professional growth and collaboration. With a strong focus on custom-fit staffing and a commitment to employee development, we provide our team with unique opportunities to engage in meaningful tax projects within the asset management sector of an international Swiss bank. Our inclusive culture encourages innovation and teamwork, making it an ideal place for tax professionals looking to advance their careers while enjoying the vibrant lifestyle that Zurich has to offer.
