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 for ongoing EU and U.S. tax matters of private equity and real estate funds, supporting Investment Teams with tax due diligence processes and tax structuring, and supporting Investor Teams with related tax provisions.
• Assist in the annual tax compliance process across multiple jurisdictions (United States, Luxembourg, France, Australia, Ireland, Switzerland), coordinating and reviewing tax returns prepared by external advisors and arranging tax reporting to investors.
• Provide support in FATCA and CRS (AEOI) matters, including submission of annual AEOI reporting and review of forms W‑8/W‑9.
• Establish and oversee operational tax procedures and controls.
• Assess changes in international and domestic taxation rules and evaluate their impact on the company.
• Manage ad‑hoc tax projects and processes.

• Strong academic background with a Bachelor’s degree; ideally a Master’s in tax, finance or accounting; an L.L.M. or equivalent is a plus.
• At least 5 years of hands‑on experience in international tax matters, gained at a Big‑Four or reputable tax consulting firm.
• Solid exposure to international tax matters, particularly in fund structuring, asset management and 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 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.

• Modern working conditions with work‑from‑home options, flexible hours and a home office allowance.
• A diverse culture founded on mutual respect, teamwork and appreciation.
• Opportunities for professional development and personal growth, including internal and external training aligned with your ambitions.
• Possibility to enhance German or English language skills.
• Commitment to ESG and sustainability in business practices.
• Favorable terms and conditions for participation in LGT Capital Partners’ investment programs or use of banking products and services.

If you are interested, contact our HR team.