Senior Tax Advisor / Investor Tax Reporting PE Funds (m/w/d)

Your Tasks:

• Responsible for delivering tax compliance and specialist tax advisory services for PE funds /
• Preparing tax reports for investors /
• Calculating and providing tax-related key figures and data on PE fund investments /
• Separating taxable income from capital gains /
• Analysing dividends, interest or distribution-equivalent income /
• Calculating the percentage tax allowance on income depending on the type of fund /
• Calculating the notional minimum tax (lump-sum advance payment) for accumulation funds and the actual distributions /
• Determining creditable amounts under double taxation agreements, e.g. providing evidence of withholding tax already paid /
• Assisting with ongoing investor tax reporting for other jurisdictions /
• Support with the tax due diligence process and tax structuring /
• Ensuring strict compliance with all relevant operational tax procedures, risk processes and controls /
• Ensuring that fund reporting complies with the relevant German tax laws /
• Monitoring changes to relevant tax regulations and their impact on fund investments /
• Contributing to tax projects and process optimisation within the department.

Your Profile:

• Bachelor’s or Master’s degree in Taxation, Business Law, or Accountancy /
• Professional experience with one of the ‘Big 4’ or a renowned tax consultancy firm in relation to PE funds and reporting to investors /
• In-depth knowledge and practical experience of German tax law /
• Specialist knowledge in the area of investment fund distributions and fund due diligence, fund structuring /
• An 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) /
• English and German.

Our client is the asset management of an international bank in Zurich. We are searching for a tax professional (m, f, d) as Senior Tax Advisor / Investor Tax Reporting PE Funds