Lawyer US Tax - Fund Transactions at coni+partner AG

Zurich, Zurich, Switzerland -

Full Time

Start Date

Immediate

Expiry Date

25 Sep, 26

Salary

0.0

Posted On

27 Jun, 26

Experience

5 year(s) or above

Remote Job

Yes

Telecommute

Yes

Sponsor Visa

Skills

US Tax Compliance, Private Equity Funds, International Tax Law, Tax Reporting, Schedule K-1, Taxable Income Calculation, Project Management, Asset Management, PFIC and CFC Analysis, UBTI Analysis, English, German, MS Excel, Communication Skills, Regulatory Implementation, Stakeholder Management

Industry

Business Consulting and Services

Description

coni + partner, established 1993, is a consultancy company with headquarters in Zurich and subsidiaries in Düsseldorf and Shanghai. We are specialised in custom-fit staffing in tune with the corporate culture by ensuring a perfect match of professional skills, references and personal as well as social skills of successful candidates. Our client is the asset management of an international Swiss bank in Zurich. We are looking for a tax professional (m, f, d) as Lawyer US Tax - Fund Transactions Aufgaben Ensure US tax compliance for management of private equity funds with appropriate consideration of risk, operational and tax issues / Ongoing analysis of US tax legislation and identification of impact on investments for portfolio management and investors / Analysis of distribution provisions in fund agreements and distribution allocation for investors / Analysis of international tax rules for PFICs or CFCs and tax reporting with respect to Forms 926, 8865, 8621, 5471 etc. / Analysis of debt and equity, income of a tax-exempt client (UBTI) and other tax analyses required for private equity funds / Analysis of clients' investments with regard to US tax implications / Investment-related advice to clients on the choice of US tax systems / SPOC on all types of questions for internal and external stakeholders / Monitoring of newsletters and directives from the US tax authorities (IRA) / In cooperation with IT, implementation of regulatory changes in tools, processes and systems / Conduct trainings with the aim of explaining US tax concepts for investment practice / Collaboration in global tax projects. Qualifikation Master's degree in Law, Accounting or Tax / Qualified as a tax professional, or on track to become one / Professional experience in asset management with US tax or international tax, ideally with private equity funds / Knowledge of international tax returns and related US tax laws / Ability to manage multiple projects simultaneously / Extensive experience with calculating taxable income and resource allocations for private equity funds / Ability to coordinate tax-related projects / Experience preparing and reviewing tax returns and Schedule K-1 / Time and project management skills / Ability to work in a dynamic environment and transfer knowledge and experience to the team / Team player and team orientation / Eloquent communication / IT flair / MS Office, Excel / German as well as English. Please send us your documents for an initial contact by e-mail to contact@coni-partner. com or call us on +41 44 254 90 10. Mr. Ivano Coni would like to support you. Your application will be kept strictly confidential. coni + partner ag Ivano Coni Managing Director Klosbachstrasse 107 CH-8032 Zürich Tel.: +41 44 254 90 10

Responsibilities

Ensure US tax compliance for private equity funds and analyze US tax legislation to identify impacts on investments and portfolio management. Provide investment-related advice to clients and coordinate with IT to implement regulatory changes in systems and processes.