Tax Operations Associate

Job Description

The private markets tax team needs to expand its operational tax capabilities covering both technical and operational aspects. The position as Tax Operations Specialist includes the following activities:

Responsibilities

• Provide support for ongoing EU and U.S. tax matters of private equity and real estate funds, supporting Investment Teams with tax due diligence processes and tax structuring, and supporting Investor Teams with related tax provisions.
• Assist in the annual tax compliance process across multiple jurisdictions (United States, Luxembourg, France, Australia, Ireland, Switzerland), coordinating and reviewing tax returns prepared by external advisors and arranging tax reporting to investors.
• Provide support in FATCA and CRS (AEOI) matters, including submission of annual AEOI reporting and review of forms W‑8/W‑9.
• Establish and oversee operational tax procedures and controls.
• Assess changes ...