Associate Tax Reporting, Funds DACH

coni+partner AG

Tax specialist for fund business at an international bank's asset management division in Zurich. Involves preparation of tax reports and handling various tax-related projects.

Posted 6/13/2026full-timeZürich • 🇨🇭 SwitzerlandJuniorMid-LevelWebsite

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

tax reportinginternational tax lawGerman tax reportingtax provisionstax due diligencetax structuringoperational tax methodologytax compliancetax processesinternal controls

Soft Skills

analyticalteam-orientedproactivesolution-focusedindependentprecisionmultitaskingsetting prioritiesreliabilityresponsibility

Tools & Technologies

MS OfficeExceldatabases

Certifications & Qualifications

Master’s degree in FinanceMaster’s degree in Taxationtax certification

Industry Keywords

private equity fundsinvestor reportingDACH regionfund structuresinvestment fundsrisk procedurestax regulationsexternal service providerstax returnsclients in German-speaking Europe

About the role

Key responsibilities & impact

Preparation of tax reports for private equity funds for investors in German-speaking Europe
Ad hoc handling of various projects related to investor reporting
Assistance with ongoing tax matters for Switzerland, Germany and Austria and support with tax provisions
Support with tax due diligence processes and tax structuring
Coordination of external service providers in the preparation of tax reports for investors (CRS, AEOI)
Quality control of external law firms and service providers during the annual tax compliance process; review of tax returns prepared by external parties; coordination of tax reporting procedures and maintenance of databases
Reviewing operational tax methodology and conducting ongoing reviews of tax processes and internal controls
Monitoring changes to tax regulations in the DACH region and assessing the impact of such changes on the fund business
Ensuring strict compliance with all relevant risk procedures
Implementing new tax regulations
Further developing the department (processes and systems) and participating in tax projects
Handling various ad hoc projects related to tax reporting for investors.

Requirements

What you’ll need

Master’s degree in Finance or Taxation
Additional professional training in taxation (e.g. tax certification) is an advantage
Experience in international tax law as well as with German tax reporting, gained at a bank, tax advisory firm or audit firm
Knowledge of typical fund structures, distributions from investment funds and their impact on tax reporting
Interest in working closely with clients in German-speaking Europe and applying practical, business-oriented insight to technical tasks
Analytical, team-oriented personality with a proactive, solution-focused approach
Ability to work independently and with precision
Interest in multitasking and setting priorities
High level of reliability and a strong sense of responsibility
Excellent communication skills
Proficient in MS Office applications, including Excel
Fluent in German and English.

Benefits

Comp & perks

Flexible work arrangements