Investor tax reporting specialist

Job Description
 

The private markets tax team needs to expand its operational tax capabilities covering both technical and operational aspects. The position as Tax Operations Specialist includes the following activities:

Provide support in respect of ongoing German tax matters of the private equity and real estate funds, including providing support to the Investment Teams in the tax due diligence process, tax structuring and support to the Investor Teams in the German tax provisions;

Provide support in respect of ongoing Swiss and Austrian investor tax reporting;

Assist in the annual tax compliance process (coordination and review of the tax returns prepared by external advisors) and in arranging tax reporting to investors;

Assist in collecting information for the annual German tax reporting process for our products in conjunction with external service providers;

Establish and oversee operational tax procedures and controls;

Assessment of changes in international and domestic taxation rules and their impact on the company;

Management of ad hoc tax projects and processes.

Requirements

Strong academic background with Bachelor’s degree – ideally a Master’s in tax, finance or accounting;

2- 3 years of hands-on experience in international tax matters, gained at a BIG 4 or a reputable tax consulting company