As a US Tax and Reporting Specialist (f/m/d), you are responsible for ensuring the correct and timely fulfilment of all tax reporting obligations in connection with commitments arising from the Qualified Intermediary Agreement. You support the team and the QI Responsible Officer in complying with complex US tax regulations and make a significant contribution to the quality of our services. Your tasks include:
Review US tax forms (e.g. W‑8BEN, W‑9, 1042‑S) and other relevant documentation
Ensure compliance with FATCA and QI requirements, primarily related to reporting and monitoring
Analyse complex US tax issues and advise internal departments on related questions
Collaborate closely with external advisers and auditors to clarify specific tax matters
Monitor and implement changes in US tax law and assess their impact on LGT PB Group processes
Support the automation and optimisation of regulatory reporting processes (e.g. Modelo 196, QI, CPC)
Handle client enquiries on US tax topics and maintain internal databases and systems
Use AI tools to continuously improve and streamline existing processes
Degree in Business Administration, Law or comparable education with a focus on taxation or regulation
Several years of professional experience in US tax law and reporting, ideally in the financial services sector
In-depth knowledge of US tax legislation, especially QI/FATCA and relevant IRS forms
Experience with tax reporting software in the US context; Avaloq knowledge is an advantage
Excellent spoken and written German and English required
Strong analytical skills, high affinity for figures and precise working style
Independent, structured and proactive way of working combined with strong team and communication skills
High sense of responsibility, discretion and openness to implementing complex requirements
Please note that applications submitted via recruitment agencies cannot be considered for this position.
We are looking forward to receiving your online application.
For any further information please do not hesitate to contact us.
LGT Financial Services AG
Human Resources
Diane Neff
Forward-looking for generations
LGT is an international private bank owned by the Princely Family of Liechtenstein with over 30 locations in Europe, Asia Pacific, and the Middle East. Our solid capitalisation, long-term thinking, and strategic focus underpin our strong values. These are rooted in 900 years tradition and entrepreneurial thinking. Digitisation is a key part of how we continually innovate to find better ways of doing things - today and for the future.
Sustainable and social:
Sustainability is a pillar of LGT's strategy. Thinking, managing, and investing sustainably are integral parts of our identity. LGT has committed to reducing the net CO2 emissions from its operations and its investments to zero by 2030.
The Princely Family’s view is that wealth itself isn't a purpose, but that it comes with a sense of responsibility. Being wealthy means embracing and acting on that responsibility, as well as passing these values on to the next generation.
LGT as an employer:
LGT is a vibrant, growing international company and employer. We are certified as a Great Place to Work by the international consulting and research institute of the same name. Whether you have a wealth of experience or are embarking on your first professional steps, LGT careers offer an empowering environment to realise your ambitions.
Take your next career step at one of our over 40 international locations: www.lgt.com/global-en/career/jobs
Publishing information: www.lgt.com/global-en/publishing-information
