Tax Operations Associate

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 EU and U.S. tax matters of private equity and real estate funds, including supporting the Investment Teams with tax due diligence processes and tax structuring, as well as supporting the Investor Teams with related tax provisions;
• Assist in the annual tax compliance process across multiple jurisdictions (including the United States of America, Luxembourg, France, Australia, Ireland, Switzerland), including the coordination and review of tax returns prepared by external advisors, and the arrangement of tax reporting to investors;
• Provide support in FATCA and CRS ("AEOI") matters, including submission of annual AEOI reporting, form W-8/W-9 review;
• 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; an L.L.M. or equivalent would be a strong plus;
• At least 5 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.

• 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 programmes or to use LGT banking products and services.

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.

Alexandra Hohermuth
Human Resources
LGT Capital Partners AG, Pfaeffikon