Tax Specialist & Compliance Private Funds (US/EU)

About the role

coni + partner, a consultancy based in Zurich with subsidiaries in Dusseldorf and Shanghai, is recruiting on behalf of its client, the asset management of an international bank in Zurich. The role is a Senior Tax Counsel position for private funds covering US and EU jurisdictions.

Key responsibilities

• Support front-office investment professionals in client negotiations on tax matters relating to private-market investments such as private equity, private credit, private property and private infrastructure
• Present complex tax issues relating to the investment portfolio
• Support all tax aspects of investment initiatives in the private markets sector
• Collaborate on the development of strategic tax initiatives
• Monitor tax legislation and implement system changes together with Business Analysis and IT specialists
• Work with external law firms worldwide and the Controlling department, and support external tax advisers
• Oversee tax services, optimise service offerings and monitor the quality of external advisers
• Train investment analysts, product managers and sales managers to strengthen sustainability in client advisory services
• Handle ad hoc projects as required

Required profile

• Master's degree in Law with a specialisation in international tax
• Professional experience at a Big 4 accounting firm, an international law firm specialising in banking, or with fund managers
• Experience advising institutional and private investors on EU and US tax and compliance matters
• Sound legal knowledge of cross-border tax matters relating to fund investments
• Working language is English

Required skills

• In-depth knowledge of EU and US taxation and CRS and FATCA compliance
• Strong analytical skills in legal and financial matters
• Attention to detail while keeping the big picture in mind
• Team-oriented and articulate in communication