Assistant Manager or Manager - Fund Tax Reporting
Key information
- Publication date:01 November 2024
- Workload:60 – 100%
- Place of work:Zurich
We are looking for an experienced team member who shares our passion for the taxation and tax reporting of investment funds to join our successful Financial Services Tax team and work for our well-known clients in the asset management industry.
Your contribution to KPMG
- Analyze the taxation of Swiss and foreign investment funds and their Swiss resident investors
- Plan, coordinate, and manage the annual Swiss tax reporting for foreign funds with our clients, as well as foreign KPMG member firms for international fund tax reporting mandates
- Assist with calculating the taxable income for Swiss tax purposes for foreign investment funds using our KPMG tax reporting technology and publish the tax values on the rate list ("Kursliste") of the Swiss Federal Tax Administration
- Support our clients with the tax accounting of Swiss investment funds for income from underlying fund investments
- Manage project-related tasks such as deadline management, controlling, risk management, and initiating process optimizations
- Assist in improving the automation and digitization of tax reporting processes as an interface between the client, tax professionals and IT specialists.
- Develop strong, long-lasting client relationships
This is what makes you successful
- Bachelor's / Master's degree in economics or diploma of higher education as an accountant / fiduciary
- Five or more years of professional experience at a consulting firm or in the financial services industry in the field of fund accounting / tax reporting
- Strong project management and coordination skills
- Strong team and client orientation
- Proficient in English, good knowledge of German is an advantage
- Proficient in MS Office
- Independent way of working
- Committed, motivated and reliable personality
Your benefits
We offer a range of generous benefits designed to help you thrive with us and benefit for life. Discover them below.
KPMG as an employer
The FS Tax team consists of about 25 professionals dealing with a wide range of tax advisory and tax compliance topics, e.g. fund tax reporting, tax structuring, taxation of banking products, Swiss withholding tax, Swiss stamp taxes, VAT, reclaim of foreign withholding taxes, QI/FATCA/AEoI. In your role with international exposure, you will deepen your understanding of the taxation and tax reporting of investment funds and their investors as well as the asset management industry in general. You can expect fast professional growth with the right degree of accountability and freedom in a client-oriented and family-like working atmosphere in a dynamic financial services environment.
KPMG is known for providing clear and consistent solutions in the areas of auditing and advisory services. The broad palette of services across many subject matters and industries allows the provision of multidisciplinary services from a single source for our clients on the one hand and diverse careers and development options for our employees on the other hand. Our dealings are fair and frank and we strive to always look at the results of our work through the eyes of our clients. At KPMG, we are aware that if we add value for our clients, we also do the same for ourselves.
The FS Tax team consists of about 25 professionals dealing with a wide range of tax advisory and tax compliance topics, e.g. fund tax reporting, tax structuring, taxation of banking products, Swiss withholding tax, Swiss stamp taxes, VAT, reclaim of foreign withholding taxes, QI/FATCA/AEoI. In your role with international exposure, you will deepen your understanding of the taxation and tax reporting of investment funds and their investors as well as the asset management industry in general. You can expect fast professional growth with the right degree of accountability and freedom in a client-oriented and family-like working atmosphere in a dynamic financial services environment.
KPMG is known for providing clear and consistent solutions in the areas of auditing and advisory services. The broad palette of services across many subject matters and industries allows the provision of multidisciplinary services from a single source for our clients on the one hand and diverse careers and development options for our employees on the other hand. Our dealings are fair and frank and we strive to always look at the results of our work through the eyes of our clients. At KPMG, we are aware that if we add value for our clients, we also do the same for ourselves.
Do you have any questions?
Christos Makridis
Experienced Hire Recruiter
+41 58 249 26 30
Experienced Hire Recruiter
+41 58 249 26 30
KPMG
8036 Zurich
8036 Zurich