Investor US 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 Investor tax reporting specialist includes the following activities:
Assist in the annual US 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 US tax reporting process for our products in conjunction with external service providers;
Provide support in respect of ongoing US tax matters of the private equity and real estate funds;
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 BIG4 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

• 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
• Diverse culture founded on mutual respect, teamwork and appreciation
• Professional development and personal growth opportunities, internal and external training aligned with your ambitions and business needs
• Opportunities to enhance your German or English language skills
• Commitment to ESG – sustainability is key for us and has shaped our actions since 2002
• Favorable terms and conditions if you wish to participate in LGT Capital Partners’ investment programs or to use LGT banking products and services