Tax Advisor PE Funds | US & EU Tax Compliance at coni+partner AG | GB | Rezi

Tax Advisor PE Funds | US & EU Tax Compliance at coni+partner AG

Tax Advisor PE Funds | US & EU Tax Compliance

coni+partner AG · GB

1 weeks ago

Tax Advisor PE Funds | US & EU Tax Compliance

coni+partner AG · GB

7 days ago
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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.