About the Role
coni + partner is seeking a US tax specialist for their client, an asset management division of an international bank in Zurich. The role involves advising on US and EU tax compliance and reporting for private equity investments and other private market investment structures.
Responsibilities
- Support investment funds practices, advising on corporate tax, AEOI, and US tax compliance and reporting 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.
- In-depth knowledge of CRS/AEOI and US taxation, particularly in relation to private market funds.
- Professional experience with one of the ‘Big Four’ or an international tax consultancy firm.
- Experience in corporate tax, 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, with 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
- Corporate tax
- AEOI
- CRS
- Private equity
- Private market investment structures
- Fund structuring
- Fund launches
- Tax reporting
- MS Office (Excel, PowerPoint)
Location
- Zurich
Work Type
- Full-time
Experience Level
- Professional experience
Education Level
- Bachelor’s degree
- Master’s degree
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.
