US Tax Lawyer – Fund Transactions

coni+partner AG

Lawyer US Tax handling US tax compliance for private equity funds at coni + partner AG. Conducting analysis on tax legislation and advising clients on tax implications.

Posted 6/27/2026full-timeZürich • 🇨🇭 SwitzerlandMid-LevelSeniorWebsite

About the role

Key responsibilities & impact

Ensure U.S. tax compliance for the management of private equity funds, taking into account risk, operational, and tax considerations
Continuously analyze U.S. tax legislation and assess its impact on portfolio investments and investors
Review distribution provisions in fund agreements and determine distribution allocations for investors
Analyze international tax rules for PFICs and CFCs and oversee U.S. tax reporting obligations (Forms 926, 8865, 8621, 5471, etc.)
Advise on characterization of debt and equity, unrelated business taxable income (UBTI) for tax-exempt clients, and other tax matters relevant to private equity funds
Evaluate clients' investments for U.S. tax implications
Provide investment-related advice on the selection of U.S. tax structures
Act as a single point of contact for tax-related queries from internal and external stakeholders
Monitor guidance and updates from U.S. tax authorities (including developments under the IRA)
Work with IT to implement regulatory changes into tools, processes, and systems
Develop and deliver training to explain U.S. tax concepts relevant to investment practice
Participate in global tax projects.

Requirements

What you’ll need

Master's degree in Law, Accounting, or Tax
Qualified tax professional, or on track to obtain qualification
Professional experience in asset management with a focus on U.S. or international tax, ideally with private equity funds
Knowledge of international tax filings and applicable U.S. tax laws
Proven ability to manage multiple projects concurrently
Extensive experience calculating taxable income and allocating tax items for private equity funds
Experience coordinating tax-related projects
Experience preparing and reviewing tax returns and Schedule K-1
Strong time and project management skills
Ability to work in a dynamic environment and transfer knowledge to the team
Team player with a collaborative mindset
Excellent verbal and written communication skills
Strong IT affinity
Proficient in MS Office, especially Excel
Fluency in German and English

Benefits

Comp & perks

Excellent communication skills
Strong IT affinity
Proficient in MS Office, especially Excel

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills & Tools

U.S. tax complianceinternational tax rulestaxable income calculationtax return preparationSchedule K-1 reviewdistribution allocationtax legislation analysistax structure selectionrisk assessmenttax reporting obligations

Soft Skills

project managementtime managementcollaborationcommunicationknowledge transferdynamic environment adaptabilitystakeholder engagementtraining developmentanalytical thinkingproblem-solving

Certifications

Master's degree in LawMaster's degree in AccountingMaster's degree in Taxqualified tax professional