JOB DETAILS
Senior Consultant Fund Tax Compliance Fund Investment
Companyconi+partner AG
LocationFrankfurt
Work ModeOn Site
PostedAugust 8, 2026

About The Company
Executive Search
More than 25 years international headhunting, tailor made solutions for companies and high profile specialists, managers and members of the board in international environments in the sectors of banking, insurance and industry.
Specialty lines: risk management / quantitative finance / actuarial / accounting / audit / reasearch.
https://www.coni-partner.com/de/jobs.html, if you are looking for interesting, current jobs in Switzerland or Germany
About the Role
<p>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.</p>
<p>Our client is the asset management of an international Swiss bank in <strong>Zurich</strong>. We are looking for a tax professional (m, f, d) as</p>
<p><strong>Senior Consultant Fund Tax Compliance Fund Investment</strong></p>
<h2 id="aufgaben">Aufgaben</h2>
<p>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.</p>
<h2 id="qualifikation">Qualifikation</h2>
<p>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 AEOI, US tax and international 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.</p>
<p>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.</p>
<p><strong>coni + partner ag</strong></p>
<p>Ivano Coni</p>
<p>Managing Director</p>
<p>Klosbachstrasse 107</p>
<p>CH-8032 Zürich</p>
<p>Tel.: +41 44 254 90 10</p>
Key Skills
Fund Tax ComplianceAEOIUS Tax CompliancePrivate Equity FundsInternational TaxTax ReportingPortfolio ManagementProject ManagementTax Legislation AnalysisSchedule K-1MS OfficeExcelRegulatory ComplianceStakeholder ManagementTax Training
Categories
Finance & AccountingConsultingManagement & Leadership
Job Information
📋Core Responsibilities
The Senior Consultant will ensure AEOI and US tax compliance for private equity funds while analyzing international tax legislation and investment impacts. They will act as the primary point of contact for stakeholders and collaborate on global tax projects and system implementations.
📋Job Type
full time
📊Experience Level
5-10
💼Company Size
2
📊Visa Sponsorship
No
💼Language
English
🏢Working Hours
40 hours
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