coni+partner AG
Senior Advisor Corporate Tax & Tax Compliance | Fund Investments
Get notified of more jobs like this · No spam, ever
How your CV stacks up
Upload your CV to see how well it fits this job role
?%
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 the asset management of an international Swiss bank in Zurich. We are looking for a tax professional (m, f, d) as
Senior Advisor Corporate Tax & Tax Compliance | Fund Investments
Tasks
- Ensure AEOI and also US tax compliance for management of private equity funds with appropriate consideration of risk, operational and tax issues
- Ongoing analysis of tax legislation and identification of impact on investments for portfolio management and investors
- Analysis of distribution provisions in fund agreements and distribution allocation for investors
- Analysis of international tax rules for PFICs or CFCs and tax reporting with respect to Forms 926, 8865, 8621, 5471 etc.
- Analysis of debt and equity, income of a tax-exempt client (UBTI) and other tax analyses required for private equity funds
- Analysis of clients' investments with regard to CRS and also US tax implications
- Investment-related advice to clients on the choice of US tax systems
- Single point of contact on all types of questions for internal and external stakeholders
- Monitoring of newsletters and directives from the tax authorities
- In cooperation with IT, implementation of regulatory changes in tools, processes and systems
- Conduct trainings with the aim of explaining US tax concepts for investment practice
- Collaboration in global tax projects
Reasons to use Rodeo
Start with a chat, not a search bar
Grad scheme, placement, apprenticeship? Not sure what you want yet — that's fine. Your agent talks it through with you and turns "I have no idea" into a shortlist.
It searches the market for you
Every day your agent scans the market matching roles against what actually matters to you, not just keywords on a CV.
Only hits
No noise. No "maybe this fits." Just roles with a clear explanation of why they're right — and where to focus when applying.
Requirements
- Master's degree in Law, Accounting or Taxation
- Qualified as a tax professional, or on track to become one
- Professional experience in asset management with corporate tax, international tax, AEOI and US tax ideally with private equity funds
- Exposure to international tax matters and tax compliance
- Ability to manage multiple projects simultaneously
- Extensive experience with calculating taxable income and resource allocations for private equity funds
- Ability to coordinate tax-related projects
- Experience preparing and reviewing tax returns and Schedule K-1
- Time and project management skills
- Ability to work in a dynamic environment and transfer knowledge and experience to the team
- Team player and team orientation
- Eloquent communication
- IT flair
- MS Office, Excel
Get help with your application
Your very own career expert that helps elevate your application to the next level.
Please send us your documents for an initial contact by e-mail to contact@coni-partner.com or call us on +41 44 254 90 10. Mr. Ivano Coni would like to support you. Your application will be kept strictly confidential.
coni + partner ag Ivano Coni Managing Director Klosbachstrasse 107 CH-8032 Zürich Tel.: +41 44 254 90 10
“It took my CV and asked me questions relevant to understanding what kind of jobs to suggest for me. Suggestions were almost perfect. Jobs were exactly what I’ve been looking for.”
Jessica, London
Skills
Location