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.

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

Tax Advisor FATCA & AEOI Compliance Fund Investment

Aufgaben

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 / Acting as an expert in 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 privat

📌 Tax Advisor FATCA (Madrid)
🏢 coni+partner
📍 Madrid