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. As part of our growing Swiss Fund Tax Reporting practice, you will take ownership of engagements from the analysis of complex, multi-jurisdictional fund structures through to the delivery of investor tax figures that meet the requirements of the Swiss Federal Tax Administration (SFTA/ESTV). This role offers client exposure, technical depth, and clear career progression.
Tasks
- Prepare and review Swiss income tax figures for investment funds, including the Swiss taxable income per unit.
- Coordinate with EY partner offices, clients, and fund administrators to obtain, validate, and reconcile data required for accurate tax reporting.
- Manage the reporting process end-to-end: plan timelines, monitor deadlines, and ensure high-quality, on-time delivery to clients and the SFTA.
- Act as a trusted point of contact for clients on Swiss fund tax reporting matters.
- Contribute to the continuous improvement and automation of reporting processes and tools.
- Support and coach junior team members.
Requirements
- 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.
Benefits
At EY, you will be developed with future-focused skills and equipped with world-class experiences. You will be empowered in a flexible environment and supported in a diverse and inclusive culture of globally connected teams.
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