Investor US tax reporting specialist

The company seeks a Mid-level Investor US tax reporting specialist in Pfäffikon, CH, to expand operational tax capabilities within an international team.

The private markets tax team is growing its operational tax functions, covering both technical and operational areas. This position operates within a multicultural setting inside a successful alternative investment management group.

Responsibilities

• Support the yearly US tax compliance workflow, including coordinating and reviewing returns prepared by outside advisors, and handling investor tax reporting.
• Gather necessary data for annual US tax reporting for the firm's products, working alongside external service providers.
• Offer assistance with ongoing US tax issues related to private equity and real estate funds.
• Create and supervise operational tax procedures and internal controls.
• Evaluate updates in international and domestic tax regulations and assess their effect on the organization.
• Lead ad hoc tax projects and processes as needed.

Requirements

• Hold a strong academic foundation, preferably a Master's degree in tax, finance, or accounting.
• Possess 2 to 3 years of practical experience in international tax, ideally from a BIG 4 firm or a well-known tax consulting agency.
• Demonstrate solid knowledge of international tax, especially regarding fund structuring, asset management, investment fund distributions, and investor tax reporting.
• Show strong analytical abilities and the capacity to handle various priorities simultaneously.
• Be highly proficient in Microsoft Office, particularly Excel.
• Maintain a proactive, solution-focused attitude with excellent organizational skills and attention to detail.
• Work well in a team, be self-motivated, and capable of independent work.
• Fluency in English is mandatory.
• Exhibit good communication skills, being assertive, confident, and trustworthy.

What the company offers

• Enjoy modern working conditions, including remote work options, flexible hours, and a home office allowance to ensure a tech-equipped workspace.
• Access various internal and external training opportunities tailored to personal ambitions and business needs, including language skill enhancement.
• Benefit from favorable terms and conditions for participating in LGT Capital Partners' investment programs or using LGT banking products and services.

About the company

LGT Capital Partners fosters a diverse culture built on mutual respect, teamwork, and appreciation. The company is owned by the Princely Family of Liechtenstein and draws inspiration from its entrepreneurial spirit. Sustainability has been central to their actions since 2002, reflecting a long-term perspective influenced by the Princely Family.

• A diverse culture founded on mutual respect, teamwork, and appreciation.
• Empowerment and investment in professional development and personal growth.
• Ownership by the Princely Family of Liechtenstein, inspiring entrepreneurial spirit.
• Commitment to ESG and sustainability, shaped by a long-term perspective since 2002.