Investor tax reporting specialist

Job Description  

The private markets tax team needs to expand its operational tax capabilities covering both technical and operational aspects. The position as Tax Operations Specialist includes the following activities:

• Provide support in respect of ongoing German tax matters of the private equity and real estate funds, including providing support to the Investment Teams in the tax due diligence process, tax structuring and support to the Investor Teams in the German tax provisions;

• Provide support in respect of ongoing Swiss and Austrian investor tax reporting;

• Assist in the annual tax compliance process (coordination and review of the tax returns prepared by external advisors) and in arranging tax reporting to investors;

• Assist in collecting information for the annual German tax reporting process for our products in conjunction with external service providers;

• Establish and oversee operational tax procedures and controls;

• Assessment of changes in international and domestic taxation rules and their impact on the company;

• Management of ad hoc tax projects and processes.

Requirements

• Strong academic background with Bachelor’s degree – ideally a Master’s in tax, finance or accounting;

• 2- 3 years of hands-on experience in international tax matters, gained at a BIG 4 or a reputable tax consulting company

• Solid exposure to international tax matters, particularly in the context of fund structuring, asset management and the investment fund distributions, including investor tax reporting;

• Good analytical skills and ability to manage multiple and diverse priorities;

• High level of proficiency with Microsoft office, specifically in Excel;

• A proactive, solution-oriented mindset with strong organizational skills and attention to detail;

• A true team player, self-motivated with the ability to work independently;

• Fluency in English is required

• Good communication skills, assertive, confident and trustworthy.

What you can expect

• We provide modern working conditions, including work-from-home options, flexible hours and a home office allowance to ensure staff members have a work environment equipped with the latest technology;

• A diverse culture founded on mutual respect, teamwork and appreciation awaits you at LGT Capital Partners. We go the extra mile to generate impact;

• We empower and invest in you: your professional development and personal growth are our priority. We offer various internal and external training opportunities that are aligned with your ambitions and our business needs. If you are interested, you can also enhance your German or English language skills;

• We are proud to be owned by the Princely Family of Liechtenstein and our company is inspired by its entrepreneurial spirit;

• Commitment to ESG: our approach to business is influenced by the Princely Family’s long-term perspective. Sustainability is key for us and has shaped our actions since 2002;

• You benefit from favorable terms and conditions if you wish to participate in LGT Capital Partners’ investment programs or to use LGT banking products and services.

Contact Information  

If you are interested in becoming an integral part of a successful alternative investment management team in an international, multicultural working environment we will be pleased to get to know you soon. For further information please contact us.

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