Investor tax reporting specialist

Responsibilities

• Provide support in respect of ongoing German tax matters of the private equity and real estate funds, including 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.

• 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.