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About the Role

coni + partner is searching for a Manager Tax Compliance PE Funds (FATCA/AEOI) for an international bank in Zurich. This role involves cross-functional tax compliance advisory and expert support in FATCA and AEOI for various investment vehicles and jurisdictions.

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 the design, launch, and ongoing management of funds and investment vehicles.
• Provide tax due diligence and structuring support.
• Offer risk-based support to specialist teams.
• Review self-certificates at both 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) and 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.
• Strong written and verbal communication skills.
• Proficient with MS Office.
• Fluency in English.

Skills

• FATCA
• AEOI
• Tax Compliance
• Fund Structures
• MS Office

Location

• Zurich

Work Type

• Full-time

Experience Level

• Senior
• Manager

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.