Transactional Tax Specialist

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Company: LGT Capital Partners

Location: New York, NY 10025

Description:

Job Description

Transactional Tax Specialist

Location: New York
Category: Asset Management

Job Information

LGT Capital Partners is a leading alternative investment specialist with USD 100 billion in AUM and more than 700 institutional clients. An international team of over 800 professionals is responsible for managing a wide range of investment programs focusing on private markets, liquid alternatives, and multi-asset class solutions. Headquartered in Pfaeffikon (SZ), Switzerland, the firm has offices in New York, San Francisco, Dublin, London, Paris, Frankfurt, Vaduz, Dubai, Beijing, Hong Kong, Tokyo, and Sydney.

As Transactional Tax Specialist, you will be part of our team of tax professionals that support LGT Capital Partners investment / legal professionals in the management of all tax aspects of our private market investment activities. The position will be based in New York.

Detailed information on the Transactioaln Tax Specialist position:

  • Supporting the investment / legal professionals in the transaction tax management and tax structuring aspects across our business lines (Private Equity, Private Real Estate, Private Infrastructure, Private Credit) on fund of funds investments but also direct / co-investments;
  • Monitoring existing investments in relation to their tax efficiency and pro-actively design and suggest alternatives if required;
  • Coordinating the tax onboarding of investments;
  • Supporting strategic tax projects and continuous screening of tax legislation changes;
  • Coordinating and managing outside tax counsels;
  • Training of investment and legal team members in tax matters;
  • Supporting our wider teams (e.g. fund formation, tax operations, sales, controlling / accounting) on tax related matters.


Requirements

Requirements
  • Undergraduate degree
  • 3 - 5 years of relevant experience as a tax lawyer with a highly recognized law firm or "Big Four" or as an in-house tax counsel at major investment fund managers;
  • Solid track record on tax structuring for fund investments as well as direct investments;
  • Experience in cross-border tax matters involving the main European countries, US and Asia;
  • Excellent analytical and communication skills, high attention to details and finance aspects of tax work;
  • Team Player with strong interpersonal skills.
  • Ability to work with colleagues at other global offices of the firm, and to manage communications and schedules accordingly
  • Legally authorized to work in the United States
  • Preferred (but not required): CTA licensed, top academic credentials and advanced degree (e.g., LL.M., MBA in finance, law school or equivalent);

Compensation & Benefits

The Company anticipates that the annual base salary for this New York City-based position could range from TBD. The actual annual base salary paid for this position will depend on factors, such as the skill, experience, and qualifications of the chosen candidate for the position. The Company is an equal opportunity employer. Individuals seeking employment are considered without regard to race, color, religion, national origin, age, sex, marital status, ancestry, physical or mental disability, veteran status, sexual orientation, or any other category protected by applicable law.
  • Discretionary bonus
  • Healthcare w/HSA - both paid at 100%
  • Dental/Vision Package
  • 401k Plan participation; 1:1 match up to 6% (Traditional & Roth)
  • Long-term disability
  • Life insurance
  • Commuter benefits
  • Discounted gym reimbursement
  • 12-weeks Parental leave paid at 100%
  • 20 PTO days; up to 25 after 5 years
  • Remote work stipend up to $1,000.00
  • Hybrid work schedule


Application & contact information

If you are interested in becoming an integral part of a successful investment management team in an international, multicultural working environment, we will be pleased to get to know you soon. Please email with your resume (with the subject line: Transaction Tax Specialist, Associate Candidate).

Contact Information

If you are interested in becoming an integral part of a successful alternative investment management team in an international, multicultural working environment we will be pleased to get to know you soon.
For further information please contact us.
Kristina Dimeska
Human Resources
LGT Capital Partners (USA) Inc.
Contact:

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