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About the Role
coni + partner is seeking a Senior Tax Compliance Specialist (Legal Counsel Tax Compliance PE Funds) for an international bank in Zurich. This role involves providing cross-functional tax compliance advisory and expert support for FATCA and AEOI tax compliance.
Responsibilities
- Provide cross-functional tax compliance advisory for legal entities in Europe, the U.S., and Asia for investment teams, operations, institutional client solutions, finance, and tax.
- Ensure timely submissions of reporting.
- Act as an expert in FATCA and AEOI tax compliance for new and existing funds and investment vehicles.
- Provide tax due diligence and structuring support.
- Offer risk-based support to specialist teams.
- Review self-certificates at entity and investor levels for completeness and accuracy.
- Participate in product development of various investment structures across multiple jurisdictions.
- Review tax returns prepared by external advisors 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).
- Assist with day-to-day oversight of legal matters.
- Support 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.
- Prepare reports for the investment team and senior management.
- Monitor changes in international and domestic taxation rules and their impact on the private market business.
Requirements
- Legal experience in the fund industry with a top-tier law firm or Big4 tax consultancy.
- Familiarity with fund structures and transactions.
- All-round knowledge of tax (FATCA/CRS).
- Knowledge of different jurisdictions with funds domiciled in Luxembourg, Ireland, Delaware, Cayman Islands, etc.
- Strong analytical skills and detail-oriented.
- Ability to work with and organize 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.
- Proficient with MS Office.
Skills
- FATCA/AEOI tax compliance
- Tax due diligence
- Structuring
- Fund structures
- Transactions
- FATCA/CRS
- Analytical skills
- Interpersonal relationships
- Client service orientation
- Written communication skills
- Verbal communication skills
- MS Office proficiency
- English fluency
Location
- Zurich
Work Type
- Full-time
Experience Level
- Senior
Education Level
- Degree in Law or Business Law
- LL.M. a plus
About the Company
- coni + partner, established 1993, is a consultancy company with headquarters in Zurich and subsidiaries in Düsseldorf and Shanghai.
- Specialized 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.