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 Specialist Fund Investments | FATCA & AEOI Compliance
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.
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.
Please send us your documents for an initial contact by e-mail to contact@coni-partner. com or call us on +41 44 254 90 10. Mr. Ivano Coni would like to support you. Your application will be kept strictly confidential.
coni + partner ag
Ivano Coni
Managing Director
Klosbachstrasse 107
CH-8032 Zürich
Tel.: +41 44 254 90 10
