Job Description
The private markets tax team needs to expand its operational tax capabilities covering both technical and operational aspects. The position as Investor tax reporting specialist includes the following activities:
- Provide support in respect of ongoing German tax matters of the private equity and real estate funds, including support to the Investment Teams in the tax due diligence process, tax structuring and support to the Investor Teams in the German tax provisions.
- Provide support in respect of ongoing Swiss and Austrian investor tax reporting.
- Assist in the annual tax compliance process (coordination and review of the tax returns prepared by external advisors) and in arranging tax reporting to investors.
- Assist in collecting information for the annual German tax reporting process for our products in conjunction with external service providers.
- Establish and oversee operational tax procedures and controls.
- Assessment of changes in international and domestic taxation rules and their impact on the company.
- Management of ad hoc tax projects and processes.
Requirements
- Strong academic background with a Bachelor’s degree – ideally a Master’s in tax, finance or accounting.
- 2–3 years of hands‑on experience in international tax matters, gained at a Big 4 or a reputable tax consulting company.
- Solid exposure to international tax matters, particularly in the context of fund structuring, asset management and the investment fund distributions, including investor tax reporting.
- Good analytical skills and ability to manage multiple and diverse priorities.
- High level of proficiency with Microsoft Office, specifically in Excel.
- A proactive, solution‑oriented mindset with strong organizational skills and attention to detail.
- A true team player, self‑motivated with the ability to work independently.
- Fluency in English is required.
- Good communication skills, assertive, confident and trustworthy.
What You Can Expect
- Modern working conditions, including work‑from‑home options, flexible hours and a home‑office allowance to ensure staff members have a work environment equipped with the latest technology.
- A diverse culture founded on mutual respect, teamwork and appreciation.
- Professional development and personal growth opportunities, including internal and external training and language skill enhancement.
- Ownership by the Princely Family of Liechtenstein and an entrepreneurial spirit.
- Commitment to ESG and sustainability, influencing our business approach since 2002.
- Access to favorable terms and conditions for participation in LGT Capital Partners’ investment programs and LGT banking products and services.
Contact Information
If you are interested in becoming an integral part of a successful alternative investment management team in an international, multicultural working environment we will be pleased to get to know you soon.
For further information please contact us.
Alexandra Hohermuth
Human Resources
LGT Capital Partners AG, Pfaeffikon
Contact:
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Investor German tax reporting specialist in Freienbach Arbeitgeber: LGT Capital Partners
LGT Capital Partners ist ein hervorragender Arbeitgeber, der moderne Arbeitsbedingungen mit flexiblen Arbeitszeiten und Home-Office-Möglichkeiten bietet. Unsere Unternehmenskultur basiert auf gegenseitigem Respekt und Teamarbeit, während wir gleichzeitig in die berufliche und persönliche Entwicklung unserer Mitarbeiter investieren. Mit einem starken Fokus auf Nachhaltigkeit und einer inspirierenden Eigentümerstruktur durch die Fürstenfamilie von Liechtenstein, bieten wir Ihnen die Möglichkeit, in einem dynamischen und internationalen Umfeld zu arbeiten, das Ihre Karrierechancen erheblich steigert.
