Analyst – US Tax Compliance, Fund Operations

coni+partner AG

Tax professional ensuring US tax compliance for an international Swiss bank’s private equity funds. Responsible for analysis, reporting, and advice on US tax legislation and compliance.

Posted 7/25/2026full-timeZürich • 🇨🇭 SwitzerlandMid-LevelSeniorWebsite

Core Competencies

Role fit

Core Competencies

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Demonstrates expertise in US tax compliance and international tax regulations, particularly in the context of private equity funds. Proficient in analyzing tax implications, preparing tax returns, and providing strategic investment advice to clients.

Highest-signal resume keywords

US Tax ComplianceInternational Tax KnowledgeTax Return PreparationPrivate Equity Fund AnalysisProject Management

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Tax ComplianceTax Legislation AnalysisTaxable Income CalculationDistribution Provisions AnalysisForms 926, 8865, 8621, 5471 Reporting

Soft Skills

Time ManagementProject CoordinationCollaborationCommunication

Tools & Technologies

MS OfficeExcel

Certifications & Qualifications

Master’s Degree in LawMaster’s Degree in AccountingMaster’s Degree in TaxationQualified Tax Professional

Industry Keywords

Private Equity FundsAsset ManagementInternational Tax ReturnsUBTICFCs

About the role

Key responsibilities & impact

Ensure US tax compliance for the management of private equity funds, with appropriate consideration of risk, operational, and tax issues
Ongoing analysis of US tax legislation and identification of impacts on investments for portfolio management and investors
Analyze distribution provisions in fund agreements and allocation of distributions to investors
Assess international tax rules for PFICs and CFCs and handle tax reporting related to Forms 926, 8865, 8621, 5471, etc.
Analyze debt and equity, unrelated business taxable income (UBTI) for tax-exempt clients, and other tax analyses required for private equity funds
Review clients' investments for US tax implications
Provide investment-related advice to clients on the choice of US tax structures
Act as single point of contact (SPOC) for all types of queries from internal and external stakeholders
Monitor newsletters and guidance from US tax authorities (IRS)
Work with IT to implement regulatory changes in tools, processes, and systems
Conduct training to explain US tax concepts relevant to investment practice
Collaborate on global tax projects

Requirements

What you’ll need

Master’s degree in Law, Accounting, or Taxation
Qualified tax professional or actively pursuing tax qualification
Professional experience in asset management with US tax or international tax focus, ideally with private equity funds
Knowledge of international tax returns and applicable US tax laws
Ability to manage multiple projects simultaneously
Extensive experience calculating taxable income and allocating resources for private equity funds
Ability to coordinate 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 and experience to the team
Team player with a collaborative mindset
Excellent verbal and written communication skills
IT affinity
Proficient with MS Office, especially Excel

Benefits

Comp & perks

Ongoing analysis of US tax legislation
Collaboration on global tax projects