The Role
Provide US tax compliance and advisory for private equity fund transactions, analyze US and international tax rules (PFIC, CFC), review fund distribution provisions and tax reporting (Forms 926, 8865, 8621, 5471), implement regulatory changes with IT, deliver trainings, and act as SPOC for internal and external stakeholders.
Summary Generated by Built In
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
Lawyer US Tax - Fund Transactions
Aufgaben
Ensure US tax compliance for management of private equity funds with appropriate consideration of risk, operational and tax issues / Ongoing analysis of US 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 US tax implications / Investment-related advice to clients on the choice of US tax systems / SPOC on all types of questions for internal and external stakeholders / Monitoring of newsletters and directives from the US tax authorities (IRA) / 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 Tax / Qualified as a tax professional, or on track to become one / Professional experience in asset management with US tax or international tax, ideally with private equity funds / Knowledge of international tax returns and related US tax laws / 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 / German as well as English.
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
Our client is the asset management of an international Swiss bank in Zurich. We are looking for a tax professional (m, f, d) as
Lawyer US Tax - Fund Transactions
Aufgaben
Ensure US tax compliance for management of private equity funds with appropriate consideration of risk, operational and tax issues / Ongoing analysis of US 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 US tax implications / Investment-related advice to clients on the choice of US tax systems / SPOC on all types of questions for internal and external stakeholders / Monitoring of newsletters and directives from the US tax authorities (IRA) / 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 Tax / Qualified as a tax professional, or on track to become one / Professional experience in asset management with US tax or international tax, ideally with private equity funds / Knowledge of international tax returns and related US tax laws / 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 / German as well as English.
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
Skills Required
- Master's degree in Law, Accounting or Tax
- Qualified as a tax professional or on track to become one
- Professional experience in asset management with US tax or international tax
- Knowledge of international tax returns and related US tax laws
- Experience with PFIC and CFC rules and tax reporting (Forms 926, 8865, 8621, 5471)
- Extensive experience calculating taxable income and resource allocations for private equity funds
- Experience preparing and reviewing tax returns and Schedule K-1
- Ability to manage multiple projects, time and project management skills
- Ability to coordinate tax-related projects and collaborate in global tax projects
- Ability to work in a dynamic environment and transfer knowledge to the team
- Team player with eloquent communication skills (German and English)
- IT flair and ability to work with IT to implement regulatory changes in tools, processes and systems
- Proficiency with MS Office and Excel
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The Company
What We Do
coni+partner AG is an international consultancy established in 1993, specializing in executive search and tailored recruitment solutions for leadership and specialist roles. Headquartered in Zurich with subsidiaries in Düsseldorf and Shanghai, the firm primarily serves the banking, insurance, and financial services sectors, providing professional headhunting and strategic consulting to match high-profile candidates with leading international and national corporations.
