An interesting specialist role in a dynamic, growing business area with activities in Luxembourg, Switzerland and Ireland
Main focus for our tax officer in Luxembourg is to deal with all operational tax topics with regard to Luxembourg, Irish and offshore funds
Taxes in scope include both taxes in the fund (withholding taxes, relief at source, European Court of Justice reclaims, transactional taxes) as well as preparing tax information for investors (e.
g. German investor tax reporting, etc.).
From our Luxembourg hub we coordinate investor tax reporting across various jurisdictions for all of our funds.
With regard to WHT reclaim services we are responsible for a broad fund range of more than 700 funds, which invest across all asset classes and many countries.
You will coordinate the reclaim of withholding taxes based on DTT and ECJ cases together with our external advisors.
Preparation, controlling and dispatching of raw data for investor tax calculations as well as coordination of EU Tax reporting with our tax advisors.
Oversight and Control on quality, deadlines and publications of the Tax Reporting.
Management of requests from external and internal clients.
Knowledge of general accounting rules and principles
Good knowledge of the various investor tax treatments for funds in Germany, Switzerland, Austria and the UK
Good knowledge of Double Tax Treaties and reclaim of withholding taxes
Understanding of the fund business workflows with the various actors (fund managers, custodian, TA)
Proven project management experience
Good active communication skills, written and orally; English being mandatory
Pro-active, solution-oriented and stress resistant
Pay attention to details