About the Role
coni + partner is seeking a Tax Advisor specializing in US & EU Tax Compliance for an asset management client in Zurich. This role involves advising on AEOI, US tax compliance, and reporting for private equity and private market investments.
Responsibilities
- Support investment funds practices, advising on AEOI and US tax compliance and reporting matters for private equity investments and other private market investment structures.
- Provide technically strong, commercially focused input across a broad range of US funds matters.
- Review complex fund structures and ensure compliance with US tax regulations for investment funds and their investors.
- Advise on US tax reporting requirements, including K-1 schedules and investor disclosures.
- Support fund structuring, launches, and ongoing operational tax matters.
- Act as a technical point of contact for internal stakeholders and investors.
- Identify and manage US tax risks and compliance obligations.
- Contribute to process improvement and best practice within the function.
Requirements
- Bachelor’s or Master’s in Law, Taxation or Economics.
- LL.M.; knowledge of tax law would be an advantage.
- In-depth knowledge of CRS/AEOI and US taxation, particularly in relation to private market funds (private equity, etc.).
- Professional experience with one of the ‘Big Four’ or an international tax consultancy firm.
- Experience with CRS and US tax compliance of fund investments.
- Interest in international tax matters (e.g., fund structuring, fund distribution, or tax reporting).
- Analytical mindset and a goal-oriented approach to work, including the ability to multitask.
- Ability to work in a team and strong customer focus.
- Problem-solver, detail-oriented.
- Interest in an intercultural environment.
- Very good knowledge of MS Office tools (particularly Excel and PowerPoint).
Skills
- US tax compliance
- EU tax compliance
- AEOI
- CRS
- Private equity
- Private market investments
- Fund structuring
- Fund reporting
- K-1 schedules
- Investor disclosures
- MS Office (Excel, PowerPoint)
Location
- Zurich
Work Type
- Full-time
Experience Level
- Professional experience
Education Level
- Bachelor’s degree
- Master’s degree
- LL.M.
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.
