Senior Tax Manager 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 the asset management of an international Swiss bank in **Zurich**. We are looking for a tax professional (m, f, d) as

**Senior Tax Manager Fund Investments**

## Aufgaben

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.

## Qualifikation

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.

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