Job Description

We are seeking a Senior Tax Advisor in Fund Taxation Services.

With passion and purpose, we deliver modern tax services, data-driven solutions tailored to a wide range of asset managers, custodian banks and insurance companies. We connect the dots between the insights we uncover and the tangible ways those insights can transform clients’ organizations. 

What you will be working on

• Analyze transactional data and review analyses prepared by junior team members to identify withholding tax reclaim and relief at source opportunities.
• Coordinate the preparation of tax reclaim and relief at source filing packages, including, where applicable:

1. Review supporting legal and transactional documentation for accuracy, completeness and compliance with applicable requirements.
2. Coordinate follow-ups on missing documentation with clients, custodians, sub-custodians and tax authorities.
3. Prepare and review tax reclaim forms and claim letters, challenging inconsistencies and resolving issues before submission.
4. Perform quality controls on filing packages and oversee their timely submission to the relevant tax authorities.

• Manage and review post-filing activities for tax reclaims, including:

1. Maintain contact with tax authorities and coordinate responses to requests for additional information.
2. Investigate queries from different stakeholders and commit to swift turnaround.
3. Review reconciliations of amounts claimed against amounts received from tax authorities and investigate discrepancies.

• Prepare and review regular client reports, ensuring accuracy and clearly communicating progress, outstanding issues and next steps.
• Contribute to services required to comply with local tax obligations in the relevant investment countries, including coordinating documentation and follow-up for litigation proceedings under the guidance of senior colleagues.
• Coach junior team members, review their work and provide constructive feedback to support their development.
• Challenge existing processes and identify opportunities to improve efficiency, strengthen controls and enhance service quality through digital and AI tools.
• Monitor deadlines and priorities across assigned engagements, identifying risks and escalating complex matters to managers when appropriate

What we look for

• You hold at least a bachelor’s degree in finance, business administration or a related field.
• You have at least 2 years of relevant professional experience, ideally in fund taxation, withholding tax recovery or the tax operations department of a custodian bank.
• You have a good understanding of investment vehicles and the relevant regulatory frameworks in the Luxembourg fund industry.
• You demonstrate strong analytical skills and the ability to process, review and control large volumes of data using digital tools. Experience with AI tools would be an advantage.
• You exercise sound judgment, identify risks and know when to challenge findings or escalate complex issues.
• You are comfortable reviewing colleagues’ work and coaching junior team members.
• You are committed to delivering high-quality work, maintaining effective controls and meeting deadlines under pressure.
• You demonstrate strong organizational skills, flexibility, team spirit and a proactive approach to problem-solving and continuous learning.
• You are proficient in Microsoft 365 applications, particularly Excel.
• You are proficient in English. Knowledge of French or German would be an advantage.