The Role
Provide tax advice and project management for cross-border investment funds, support investment professionals, review fund documentation, coordinate external advisors, ensure compliance with FATCA/CRS and fund regulations, and deliver trainings.
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 individual (m, f, d) as
Tax Specialist Crossborder Funds
Aufgaben
As a tax specialist supporting investment professionals as well as managing tax projects (FACTA/CRS) from a legal, regulatory, operational and project management perspective for all investment classes / Advising specialists and managers on the development of products with regard to tax issues and comprehension of terms and conditions / Supporting the tax work for investment funds and the needs of investors who invest in and private market funds / Advising on tax efficiency in financial transactions and investments / Monitoring in cross-border tax matters involving international fund competence centres / Review fund documentation relating to a variety of fund structures / Coordination of tax projects with external tax consultants and control of the tax performance / Conduct trainings in the areas of investment, law and compliance in tax matters / Monitoring and researching legal and regulatory requirements and cooperating with the authorities / Ongoing situational projects.
Qualifikation
Master's or Bachelor's in Tax or Law / e.g. MBA, law school, as an advantage / Professional experience as a tax lawyer with large investment funds, with the BigFour, in a bank or as a tax consultant or in an international law firm / Knowledge of investment funds and transaction regulation e.g. UCITS, UCITSD, AIFMD, MiFID as well as FATCA and CRS regulations / Knowledge of traditional and alternative investments as well as of private equity, private real estate, private debt and private infrastructure funds / Knowledge of local and crossborder fund jurisdictions / Ability to manage tax issues successfully / Analytical and communicative personality / High attention to detail in tax work / Ability to manage internal and external stakeholders / Experience with ambitious deadlines / Team player / Proficient in MS Office / English as well as German.
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 individual (m, f, d) as
Tax Specialist Crossborder Funds
Aufgaben
As a tax specialist supporting investment professionals as well as managing tax projects (FACTA/CRS) from a legal, regulatory, operational and project management perspective for all investment classes / Advising specialists and managers on the development of products with regard to tax issues and comprehension of terms and conditions / Supporting the tax work for investment funds and the needs of investors who invest in and private market funds / Advising on tax efficiency in financial transactions and investments / Monitoring in cross-border tax matters involving international fund competence centres / Review fund documentation relating to a variety of fund structures / Coordination of tax projects with external tax consultants and control of the tax performance / Conduct trainings in the areas of investment, law and compliance in tax matters / Monitoring and researching legal and regulatory requirements and cooperating with the authorities / Ongoing situational projects.
Qualifikation
Master's or Bachelor's in Tax or Law / e.g. MBA, law school, as an advantage / Professional experience as a tax lawyer with large investment funds, with the BigFour, in a bank or as a tax consultant or in an international law firm / Knowledge of investment funds and transaction regulation e.g. UCITS, UCITSD, AIFMD, MiFID as well as FATCA and CRS regulations / Knowledge of traditional and alternative investments as well as of private equity, private real estate, private debt and private infrastructure funds / Knowledge of local and crossborder fund jurisdictions / Ability to manage tax issues successfully / Analytical and communicative personality / High attention to detail in tax work / Ability to manage internal and external stakeholders / Experience with ambitious deadlines / Team player / Proficient in MS Office / English as well as German.
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 or Bachelor's in Tax or Law
- MBA or law school (advantage)
- Professional experience as a tax lawyer with large investment funds, Big Four, bank, tax consultant or international law firm
- Knowledge of investment funds and transaction regulation (UCITS, UCITS-D, AIFMD, MiFID)
- Knowledge of FATCA and CRS regulations
- Knowledge of traditional and alternative investments (private equity, private real estate, private debt, private infrastructure)
- Knowledge of local and cross-border fund jurisdictions
- Ability to manage tax issues successfully and coordinate tax projects with external consultants
- Analytical and communicative personality
- High attention to detail in tax work
- Ability to manage internal and external stakeholders
- Experience working to ambitious deadlines
- Team player
- Proficient in MS Office
- Fluency in English and German
Am I A Good Fit?
Get Personalized Job Insights.
Our AI-powered fit analysis compares your resume with a job listing so you know if your skills & experience align.
Success! Refresh the page to see how your skills align with this role.
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.
