Senior Associate Investment Fund Reporting

Line of Service

Tax

Industry/Sector

FS X-Sector

Specialism

Banking & Finance

Management Level

Senior Associate

Job Description & Summary

At PwC, our people in tax services focus on providing advice and guidance to clients on tax planning, compliance, and strategy. These individuals help businesses navigate complex tax regulations and optimise their tax positions.

In tax reporting strategy at PwC, you will assist clients in developing tax reporting strategies and maintaining compliance with tax regulations. In this field, you will analyse financial data, interpret tax laws, and provide guidance on tax reporting requirements, aiming to optimise tax positions and minimise risks for businesses.

Pwc Luxembourg is hiring a Senior Associate Investment Fund Reporting (m/f/d). What if it was you?

Who we are: We are the largest professional services firm in Luxembourg, providing audit, tax and advisory services to a wide variety of clients. To make it happen, we count on the expertise of over 3,100 people from more than 80 different countries, who strive every day to reach excellence and team up to solve important problems through innovative solutions. We value diverse and singular career paths, embrace everyone's unique self and encourage our People to fuel their potential in a work environment that is inclusive, stimulating, and motivating.

Be a part of our team where you will: 

• Work in a team of tax and regulatory reporting experts responsible for the preparation and review of investor tax and regulatory reporting for investment funds (UCITS and Alternatives), supporting our international clients across various jurisdictions and ensuring tax and regulatory compliance with applicable local and global requirements.
• Include the analysis and treatment of investment fund accounting information, the performance of calculations of the tax figures as well as the preparation and review of the final investor tax reporting such as German tax reporting;
• Collaborate on the continuous improvement and digital transformation of our reporting processes by exploring automation, data analytics and emerging AI-powered solutions to enhance efficiency, quality and client service;
• Address and support client tax queries across international tax frameworks at the investor, fund, and investment levels.;
• Have the opportunity to work closely with other tax and accounting teams in Luxembourg and with our Asset Management network worldwide;
• Have the opportunity to work on regulatory reporting for investment funds such as Solvency II reporting, AIFMD reporting, VAG reporting, SFDR reporting, CRR reporting…
• Be managing, supporting, developing a team of junior collaborators.

 

Let’s talk about you. If you have …

• A university degree in economics, management or law, with a major in tax legislation and taxation;
• At least 3 years of experience within the international tax department of a commercial company, an audit/tax firm with focus on the fund industry as an asset;
• You are flexible and autonomous;
• You are interested in the Asset Management industry and you want to work with important Asset Managers;
• Your analytical and critical skills, your intellectual rigor and your writing skills will be key to help you succeed in this position;
• You are familiar with Microsoft Office package, data automation, Agentic AI is a plus;
• You are fluent in English. Knowledge of German or French would be considered as an asset.
• …You are the candidate we are looking for!

Education (if blank, degree and/or field of study not specified)

Degrees/Field of Study required:

Degrees/Field of Study preferred:

Certifications (if blank, certifications not specified)

Required Skills

Optional Skills

Accepting Feedback, Accepting Feedback, Active Listening, Analytical Thinking, Communication, Complying With Regulations, Corporate Tax Planning, Creativity, Embracing Change, Emotional Regulation, Empathy, Financial Reporting, Financial Statement Analysis, Inclusion, Intellectual Curiosity, Learning Agility, Optimism, Preparing Tax Documents, Self-Awareness, Tax Accounting, Tax Auditing, Tax Compliance, Tax Consulting, Tax Documentation, Tax Governance {+ 7 more}

Desired Languages (If blank, desired languages not specified)

Travel Requirements

Not Specified

Available for Work Visa Sponsorship?

Yes

Government Clearance Required?

No

Job Posting End Date