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.
Job Title: Lawyer US Tax – Fund Transactions Aufgaben
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
Qualifikation
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
m, f, d
#J-18808-Ljbffr
Job Title: Lawyer US Tax – Fund Transactions Aufgaben
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
Qualifikation
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
m, f, d
#J-18808-Ljbffr
Lawyer US Tax - Fund Transactions Arbeitgeber: coni-partner
coni + partner ist ein hervorragender Arbeitgeber, der seinen Mitarbeitern in Zürich eine dynamische und unterstützende Arbeitsumgebung bietet. Mit einem starken Fokus auf individuelle Entwicklung und Weiterbildungsmöglichkeiten fördert das Unternehmen eine Kultur des Wissensaustauschs und der Zusammenarbeit, die es den Mitarbeitern ermöglicht, ihre Fähigkeiten kontinuierlich zu erweitern. Zudem profitieren die Mitarbeiter von der Möglichkeit, an internationalen Projekten zu arbeiten und ihre Expertise in einem innovativen Umfeld einzubringen.
