Lawyer US Tax - Fund Transactions

coni + partner, established 1993, is a consultancy company with headquarters in Zurich and subsidiaries in Düsseldorf and Shanghai. We specialise in custom‑fit staffing in tune with the corporate culture by ensuring a perfect match of professional skills, references and personal and social skills of successful candidates.

• Ensure US tax compliance for management of private equity funds with appropriate consideration of risk, operational and tax issues
• Ongoing analysis of US tax legislation and identification of impact on investments for portfolio management and investors
• Analysis of distribution provisions in fund agreements and distribution allocation for investors
• Analysis of international tax rules for PFICs or CFCs and tax reporting with respect to Forms 926, 8865, 8621, 5471, etc.
• Analysis of debt and equity, income of a tax‑exempt client (UBTI), and other tax analyses required for private equity funds
• Analysis of clients' investments with regard to US tax implications
• Investment‑related advice to clients on the choice of US tax systems
• SPOC on all types of questions for internal and external stakeholders
• Monitoring of newsletters and directives from the US tax authorities (IRA)
• In cooperation with IT, implementation of regulatory changes in tools, processes and systems
• Conduct trainings with the aim of explaining US tax concepts for investment practice
• Collaboration in global tax projects

• Master's degree in Law, Accounting or Tax
• Qualified as a tax professional, or on track to become one
• Professional experience in asset management with US tax or international tax, ideally with private equity funds
• Knowledge of international tax returns and related US tax laws
• Ability to manage multiple projects simultaneously
• Extensive experience with calculating taxable income and resource allocations for private equity funds
• Ability to coordinate tax‑related projects
• Experience preparing and reviewing tax returns and Schedule K‑1
• Time and project management skills
• Ability to work in a dynamic environment and transfer knowledge and experience to the team
• Team player and team orientation
• Eloquent communication
• IT flair
• MS Office, Excel
• German as well as English

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