Senior Consultant - Fund Tax Reporting Services
📍 8005 Zurich
Role and responsibilities
Preparing and reviewing Swiss income tax figures for investment funds (including the Swiss taxable income per unit) Coordinating with our EY partner offices, clients and fund administrators to obtain, validate and reconcile the data required for accurate tax reporting Managing the reporting process end-to-end: planning timelines, monitoring deadlines and ensuring high-quality, on-time delivery to clients and the SFTA Acting as a trusted point of contact for clients on Swiss fund tax reporting matters Contributing to the continuous improvement and automation of our reporting processes and tools
Team / description
Our Europe West Financial Services Tax (EW FS Tax) team in Zurich advises leading Swiss and international asset managers, fund houses and financial institutions on the full spectrum of taxation. EY is building a better working world by creating new value for clients, people, society and the planet, while building trust in capital markets. Enabled by data, AI and advanced technology, EY teams help clients shape the future with confidence and develop answers for the most pressing issues of today and tomorrow. EY teams work across a full spectrum of services in assurance, consulting, tax, strategy and transactions. Fueled by sector insights, a globally connected, multi-disciplinary network and diverse ecosystem partners, EY teams can provide services in more than 150 countries and territories.
Qualifications and Skills
A university degree (bachelor or master) in law, economics, business administration, finance or a comparable field
3-5 years of experience in taxation, ideally gained within a Big4 firm, asset manager, fund administration or tax advisory environment
Excellent analytical and numerical skills and a confident command of MS Excel; experience in data analytics or automation is considered as an advantage
Ability to translate complex tax and regulatory requirements into clear, practical solutions for clients
Full professional proficiency in English (spoken and written); German is an advantage
Excellent communication skills combined with a structured, analytical, and detail-oriented mindset, a strong sense of ownership, and a commitment to delivering high-quality results
A collaborative, team-oriented mindset and the drive to keep learning in a fast-moving field
Keen interest in process optimization, automation, and digital transformation such as AI implementation