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Investor tax reporting specialist

lgtcp·Pfäffikon, ZH·12.04.2026

 lgtcp.wd502.myworkdayjobs.com

 
 
Festanstellung80–100%
Job written in
English
Location
Pfäffikon

 

The Investor Tax Reporting Specialist will join LGT Capital Partners AG's private‑markets tax team, supporting the firm's alternative‑investment activities across a global, multicultural setting. The role strengthens the team's operational tax capabilities, handling both technical and procedural aspects for private‑equity and real‑estate funds. Key day‑to‑day duties include coordinating and reviewing the annual German tax compliance filings prepared by external advisors, gathering data for German tax reporting, and delivering tax information to investors. The specialist also assists the Investment Teams with German tax due‑diligence, structuring, and investor‑tax provisions, while providing similar support for Swiss and Austrian investor reporting. Additional responsibilities cover establishing and monitoring tax‑process controls, evaluating changes in international and domestic tax legislation, and managing ad‑hoc tax projects. The position requires a solid academic foundation, preferably a Master's, in tax, finance or accounting, together with two to three years of hands‑on German tax experience earned at a Big 4 firm or a reputable tax consultancy. Candidates must demonstrate deep familiarity with German tax issues in fund structuring, asset‑management and distribution contexts, as well as strong analytical abilities to juggle multiple priorities. Proficiency in Microsoft Office, especially Excel, is essential, alongside a proactive, solution‑focused attitude, meticulous organization, and keen attention to detail. The role calls for a collaborative, self‑motivated team player who can also work independently, fluent in both English and German, and capable of clear, confident communication. LGT Capital Partners offers modern working conditions, including flexible hours, remote‑work options and a home‑office allowance. The firm promotes a diverse culture built on respect and teamwork, invests heavily in professional development through internal and external training, and encourages language‑skill enhancement. Backed by the Princely Family of Liechtenstein, the company embeds ESG principles into its long‑term strategy and provides favorable terms for participation in its investment programmes and banking services. What the role asks for: - Bachelor's degree in tax, finance or accounting - Master's degree preferred - 2‑3 years German tax experience - Experience at a Big 4 or reputable tax consultancy - Deep knowledge of German fund‑structuring tax matters - Fluency in English and German - High proficiency in Microsoft Excel - Strong analytical and multitasking skills - Proactive, solution‑oriented mindset - Excellent organizational detail‑orientation - Team player with independent work capability - Assertive, confident communication style

 

 

 

 

 

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Stand 2. Oktober 2026.

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