Tax Specialist Private Equity EU & US

Overview

In this role you will oversee tax processes for private equity and property funds within international asset management. You will collaborate with stakeholders to ensure compliant, high-quality tax reporting and tax provisions across EU and US jurisdictions. You will coordinate with external advisers on tax returns, support day-to-day tax matters, and contribute to structuring and due diligence projects. This position offers a front-row seat to shaping tax processes in a global funds environment and working closely with cross-functional teams.

Responsibilities

• Handle tax processes for private equity and property funds and ensure regulatory compliance and accurate reporting
• Coordinate and review tax returns prepared by external advisers
• Provide tax support in day-to-day matters with tax authorities (EU & US)
• Support teams on tax provisions, due diligence, and structuring
• Ensure accurate tax reporting for investors and participate in group-wide compliance processes
• Ensure tax compliance with FATCA and CRS, including review of forms submitted to authorities
• Optimize tax processes and monitor internal controls within the tax department
• Contribute to ad hoc tax-related projects and strategic initiatives

Key requirements

• Master’s degree in law or taxation
• specialisation in domestic taxation (EU & USA) at a Big 4 firm or tax consultancy
• knowledge of the fund industry and its products
• experience in tax consultancy relating to funds (UCITS, AIFs) across multiple jurisdictions
• analytical and team-oriented with attention to detail
• ability to manage multiple tasks with client focus
• structured, proactive, precise working style
• coordination skills
• IT aptitude and very good Excel skills
• strong communication and interpersonal skills
• German and English

• analytical thinking
• team orientation
• solution-focused approach
• Excel
• IT aptitude
• tax reporting and compliance

…