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Investor US Tax Reporting Specialist

Job in Zürich, 8081, Zurich, Kanton Zürich, Switzerland
Listing for: SAM International
Full Time position
Listed on 2026-09-01
Job specializations:
  • Finance & Banking
    Financial Reporting, Tax Manager, Tax Accountant, Accounting & Finance
  • Accounting
    Financial Reporting, Tax Manager, Tax Accountant, Accounting & Finance
Salary/Wage Range or Industry Benchmark: 90000 - 120000 CHF Yearly CHF 90000.00 120000.00 YEAR
Job Description & How to Apply Below
Location: Zürich

Our client is a leading international investment firm based in the Zurich area, with a strong global presence and a reputation for excellence in alternative investments. As part of the continued growth of its Private Markets Tax team, the company is seeking an experienced professional for the role below.

The position of Investor Tax Reporting Specialist includes the following responsibilities:

  • Assist in the annual US tax compliance process, including the coordination and review of tax returns prepared by external advisors, and support the preparation of tax reporting for investors.
  • Assist in collecting information for the annual US tax reporting process in collaboration with external service providers.
  • Provide support on ongoing US tax matters relating to private equity and real estate funds.
  • Establish and oversee operational tax procedures and controls.
  • Assess changes in international and domestic taxation rules and evaluate their impact.
  • Manage ad hoc tax projects and related processes.
Requirements
  • Strong academic background with a Bachelor's degree; ideally a Master's degree in Tax, Finance, or Accounting.
  • 2-3 years of hands-on experience in international tax, preferably gained at a Big Four firm or another reputable tax consulting company.
  • Solid exposure to international tax matters, particularly in fund structuring, asset management, investment fund distributions, and investor tax reporting.
  • Strong analytical skills with the ability to manage multiple priorities.
  • Advanced proficiency in Microsoft Office, particularly Excel.
  • A proactive, solution-oriented mindset with excellent organizational skills and strong attention to detail.
  • Self-motivated team player with the ability to work independently.
  • Fluent English (written and spoken).
  • Excellent communication skills with a confident, assertive, and trustworthy approach.
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