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About the Role

coni + partner is searching for a senior tax compliance specialist (m, f, d) for their client, an international bank in Zurich. The role focuses on tax advisory for legal entities across Europe, the U.S., and Asia, with a specialization in FATCA/AEOI compliance for investment vehicles.

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 new and existing registered funds and other 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 assess 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

• Degree in Law or Business Law.
• 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

Education Level

• Degree in Law or Business Law
• LL.M. a plus

About the Company

• coni + partner is a consultancy company established in 1993.
• Headquartered in Zurich with subsidiaries in Düsseldorf and Shanghai.
• Specializes in custom-fit staffing, ensuring a perfect match of professional skills, references, and personal/social skills.