Tax Lawyer Crossborder Compliance Funds

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

Our client is the asset management of an international Swiss bank in Zurich. We are looking for a tax individual (m, f, d) as

• As a tax specialist supporting investment professionals as well as managing tax projects (FACTA/CRS) from a legal, regulatory, operational and project management perspective for all investment classes.
• Advising specialists and managers on the development of products with regard to tax issues and comprehension of terms and conditions.
• Supporting the tax work for investment funds and the needs of investors who invest in private market funds.
• Advising on tax efficiency in financial transactions and investments.
• Monitoring cross‑border tax matters involving international fund competence centres.
• Reviewing fund documentation relating to a variety of fund structures.
• Coordinating tax projects with external tax consultants and controlling the tax performance.
• Conducting trainings in the areas of investment, law and compliance in tax matters.
• Monitoring and researching legal and regulatory requirements and cooperating with the authorities.
• Ongoing situational projects.

• Master or Bachelor in Tax or Law / e.g. MBA, law school, as an advantage.
• Professional experience as a tax lawyer with large investment funds, with the Big Four, in a bank or as a tax consultant or in an international law firm.
• Knowledge of investment funds and transaction regulation e.g. UCITS, UCITSD, AIFMD, MiFID as well as FATCA and CRS regulations.
• Knowledge of traditional and alternative investments as well as of private equity, private real estate, private debt and private infrastructure funds.
• Knowledge of local and cross-border fund jurisdictions.
• Ability to manage tax issues successfully.
• Analytical and communicative personality.
• High attention to detail in tax work.
• Ability to manage internal and external stakeholders.
• Experience with ambitious deadlines.
• Team player.
• Proficient in MS Office.
• English as well as German.

Please send us your documents for an initial contact by e‑mail to  or call us on . Mr. Ivano Coni would like to support you. Your application will be kept strictly confidential.

coni + partner ag

Ivano Coni

Managing Director

Klosbachstrasse 107

CH-8032 Zürich

Tel.: