Specialist Tax Reporting for Fund-Investors ‘GSA/DACH’
Hybrid · Zürich, Zurich, Switzerland
Job Summary
Tax reporting specialist for fund investments in the GSA/DACH region, acting as the tax link between fund management, investors and external advisers to ensure an optimal after-tax return. Responsibilities include preparing, reviewing and providing tax-related figures per the German Investment Tax Act, creating and reviewing tax reports (e.g., capital participation ratio, partial exemptions), supporting fund structuring and due diligence with investment teams, serving as the single point of contact for investor tax questions, coordinating external tax advisers or auditors for annual German tax compliance, and ensuring compliance with CRS/AEOI. Skills and experience include fluency in German and English, analytical and team-oriented mindset, strong coordination and communication abilities, and proficiency in IT and MS Office. Location is Zurich with a hybrid remote arrangement.
Required Qualifications
- Master’s or Bachelor’s degree in Economics or Tax Law & Finance
- Further training in the field of taxation
- Professional experience with an international fund manager, a custodian bank, a third-party administrator, a Big Four audit firm or a tax consultancy firm
- Analytical and team-oriented personality with the ability to translate complex tax legislation into tax accounting logic
- Ability to manage multiple tasks simultaneously and complete them on time with a customer-focused approach
- Coordination skills and a structured, proactive approach to work
- Communication and interpersonal skills
- Proficiency in IT and MS Office (Excel)
- German and English
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