Tax Manager Corporates FATCA & AEOI Fund Investments

coni + partner, established 1993, is a consultancy company with headquarters in Zurich and subsidiaries in Düsseldorf and Shanghai. We are specialised 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.

Our client is an international bank in Zurich. We are searching for a senior tax compliance specialist (m, f, d) as

• Cross-functional tax compliance advisory for legal entities in Europe, the U.S., and Asia for investment teams, operations, institutional client solutions, finance, tax, and including timely submissions of reporting
• Serving as an expert in corporate tax, FATCA, and AEOI tax compliance in the design, launch, and ongoing management of new and existing registered funds and other investment vehicles; in tax due diligence and structuring; and in providing risk-based support to the specialist teams
• Review self-certificates at both entity and investor levels, ensuring completeness and accuracy
• Participating in product development of various investment structures across multiple jurisdictions
• Review of tax returns made by external advisers, 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) and assisting with day-to-day oversight of legal matters
• Support with day-to-day European tax matters relating to private-market funds, including assisting investment teams
• Providing regulatory and legal advice to investment professionals and business personnel, including preparation of reports for the investment team and senior management
• Monitoring of changes in international and domestic taxation rules and their impact on the private market business

• Degree in Law or Business Law
• Further education in tax is a plus
• Legal experience in the fund industry, specializing in corporate tax, at a top-tier law firm or a Big Four tax consulting firm
• Familiar with fund structures, 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 organise 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

coni + partner ag

Ivano Coni

Managing Director

Klosbachstrasse 107

CH-8032 Zürich

Tel.: