Since launching its first entity in 2005, our client has expanded into a robust investment firm with a growing global footprint. Today, over 400 professionals collaborate across nine offices in Europe and North America, steering investments in Private Equity, Private Debt, and Real Estate.
Anchored by flagship platforms—European Opportunities IV and Growth Investments (Wachstumskapital)—the firm has executed more than 300 transactions, consistently delivering strong investor returns. What truly distinguishes our client is its unwavering commitment to operational excellence and its unmatched capacity to execute highly complex transactions efficiently and effectively.
Responsibilities:
- The overall responsibility for taxes of each individual investment generally stays with the Management and its local tax advisors.
- Thus, you will act as an in-house advisor helping the various investment to manage their tax affairs.
- In the beginning you can focus on a few major investments and develop and extend the scope over time
- Responsibilities span the whole lifetime of the investment.
- It starts with the acquisition and ends with the exit readiness of the investment. Thus, you can especially
- Help to set up the tax function of new investments or improve the tax function of existing investments;
- Implement your ideas to improve compliance or tax efficiency during the entire holding period;
- Prepare the exit from a tax perspective.
Specific tasks will include:
- Engage with the our client Deal Tax Team during the acquisition process to align on deal structure, tax risks, SPA, and other pre-closing topics
- Align with the Portfolio Company management team on relevant Company and our client group related tax topics after completion
- Support the Portfolio Company management team on engaging a local tax advisor or onboard an own tax function if necessary
- Ensure that tax obligations are clearly defined, and responsibilities are allocated accordingly at the Portfolio Company
- Guide the Portfolio Companies on how to ensure compliance with tax obligations (Tax returns and filings, transfer pricing, sales tax, WHT exemption certificates, CbC reporting) and address any non-compliance issues and advise portfolio management accordingly on remediation measures
- Supporting the operational implementation of Pillar II across our client Portfolio Companies together with the our client tax team
- Help on the optimisation of Portfolio Company tax processes and procedures
- Evaluate the current Portfolio Company tax structure and recommend any changes or planning ideas that will optimize the structure
- Assist in international tax planning initiatives across Portfolio Companies
- Perform tax-risk assessment 12-months prior to anticipated exit
- On occasion, assist with our client Group compliance Tax in the US
- On occasion, assist with M&A tax and deal structuring in regard to the US
- Act as contact person for Portfolio Company management if they need further support or advice on tax related topics
Requirements:
- A minimum of a bachelor’s degree, preferably with a major in Accounting/Finance, or any related business is required
- Advanced degree or professional certifications such as MBA, Master’s in Taxation, or CPA preferred
- At least 8 years relevant tax experience; ideally within the tax department of an international enterprise or in a Tax Consulting firm
- Experience of a broad range of US international tax rules and provisions, including Subpart F, GILTI, FTC, PFICs, WHT, FDII, LoB, FIRPTA, PTI and BEAT
- In-depth knowledge of international corporate tax law and good knowledge in at least one other tax areas (transfer pricing, sales tax CbCR, Pillar 2,….)
- Analytical / strategical thinking, result-oriented personality, highly developed sense of responsibility and strong teamwork
- Practical, hands-on mentality
- Fluent in English, further language skills welcome.