Tax Operations Associate

The company is seeking a Tax Operations Associate to strengthen its private markets tax team in Pfäffikon, Switzerland. The role focuses on expanding operational tax capabilities, managing compliance across multiple jurisdictions, and supporting fund structuring and investor reporting.

The private markets tax team at the company is growing its operational tax functions to cover both technical and day-to-day operational needs. This position supports the expansion by handling compliance, reporting, and tax structuring for private equity and real estate funds across several countries.

Responsibilities

• Help manage the yearly tax compliance workflow for various countries, including Luxembourg, France, Australia, Ireland, and Switzerland. This involves checking tax returns from external advisors and organizing investor tax reports.
• Support FATCA and CRS (AEOI) tasks, such as submitting annual AEOI reports and reviewing W-8/W-9 forms.
• Assist with ongoing EU tax issues for private equity and real estate funds. This includes helping investment teams with tax due diligence and structuring, and supporting investor teams with related tax provisions.
• Create and manage operational tax procedures and internal controls.
• Evaluate changes in international and domestic tax laws and assess their effect on the organization.
• Handle ad hoc tax projects and processes as needed.

Requirements

• Hold a Bachelor’s degree, preferably a Master’s in tax, finance, or accounting. An L.L.M. or equivalent is highly valued.
• Possess at least five years of practical experience in international tax, ideally gained at a BIG 4 firm or a well-known tax consulting company.
• 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 multiple, diverse priorities.
• Be highly proficient in Microsoft Office, particularly Excel.
• Maintain a proactive, solution-oriented approach with excellent organizational skills and attention to detail.
• Be a collaborative team player who is self-motivated and capable of working independently.
• Fluency in English is mandatory.
• Exhibit strong communication skills, assertiveness, confidence, and trustworthiness.

What the company offers

• Enjoy modern working conditions, including remote work options, flexible hours, and a home office allowance to ensure a well-equipped workspace with up-to-date technology.
• Access various internal and external training opportunities tailored to personal ambitions and business needs, including chances to improve German or English language skills.
• Benefit from favorable terms and conditions if interested in participating in the company’s investment programs or using its banking products and services.

About the company

The company is owned by the Princely Family of Liechtenstein and draws inspiration from its entrepreneurial spirit. It fosters a diverse culture built on mutual respect, teamwork, and appreciation. Sustainability has been central to its operations since 2002, reflecting a strong commitment to ESG principles.

• A diverse culture founded on mutual respect, teamwork and appreciation
• The company is owned by the Princely Family of Liechtenstein and inspired by its entrepreneurial spirit
• Commitment to ESG: Sustainability is key for the company and has shaped its actions since 2002