Tax Advisor FATCA & AEOI

Overview

In this role you will provide cross-functional tax compliance advisory for funds and entities across Europe, the U.S. and Asia. You will lead FATCA and AEOI compliance design, launch and ongoing management of registered funds and investment vehicles, and support tax reporting and regulatory filings. You will review tax returns, monitor international tax changes, and advise investment teams and senior management on regulatory matters. This is a high-impact, cross-border role at an international bank with a focus on private market funds and complex tax structures.

Responsibilities

• Provide cross-functional tax compliance advisory for funds and legal entities across multiple regions
• Design, launch and manage FATCA/AEOI compliance for funds and investment vehicles
• Review self-certificates and verify accuracy at entity and investor levels
• Support regulatory filings (e.g., W-8/W-9, 8-Ks, 10-Q/Ks, N-CSRs, prospectus updates)
• Assist with day-to-day European tax matters for private-market funds
• Monitor changes in international and domestic tax rules impacting private markets
• Review tax returns prepared by external advisers and ensure quality of tax reporting to investors
• Contribute to product development and due diligence related to fund structures across jurisdictions
• Prepare reports for investment teams and senior management on regulatory and legal matters
• Support annual tax compliance processes and risk-based reviews

Key requirements

• Degree in Law or Business Law; LL.M. a plus
• Legal experience in the fund industry with a top-tier law firm or Big4 tax consultancy
• Familiar with fund structures, FATCA/CRS and multiple jurisdictions (Luxembourg, Ireland, Delaware, Cayman Islands)
• Strong analytical and detail-oriented mindset
• Ability to organize multiple documents and work in a team
• Strong client service orientation and interpersonal skills
• Resilience to work under pressure and tight deadlines
• Excellent written and verbal communication skills
• Proficient with MS Office
• Fluency in English

• team player
• client-focused
• interpersonal skills
• FATCA/CRS knowledge
• regulatory filings (W-8/W-9, 8-Ks, 10-Q/Ks, N-CSRs)
• tax reporting review

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