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

Tax Specialist Fund Investments | FATCA & AEOI Compliance

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
- 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.

Qualifikation

- 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.: +41 44 254 90 10

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📌 Tax Specialist Fund Investments | FATCA & AEOI Compliance (Madrid)
🏢 coni+partner
📍 Madrid