Senior Adviser - Investment Fund Tax reporting (m/f/d) Job Description Find your purpose at KPMG Luxembourg We see a world of opportunity. From uncovering ways to digitalize, to enabling new sectors to take off, to building sustainability and resilience into economies, we know insights reveal new opportunities for all. We are diverse and dedicated problem solvers, part of the worldwide network of high-quality audit, tax and advisory services. We offer excellent career prospects that balance autonomy, flexibility, and responsibility. Our comprehensive benefits inspire our people to do and feel their best. Right now, we have more than 1800 employees from over 70 nationalities. Join our growing group of young and youthful innovators to uncover a world of opportunity together. Job Description We are seeking a Senior Adviser in our Investment Fund Tax Reporting team This new role will contribute to the overall expansion of KPMG Luxembourg as we continue to expand our Best-in-Class service to our clients hence focusing on quality and digital solution. KPMG Luxembourg is looking for forward-thinking and passionate people to make a difference to our clients and communities. As a leading consulting firm, we know that our strength and capability is our people, their experiences, culture and background. Management companies aiming at distributing cross-border are facing complex and evolving Reporting obligations, KPMG provides expertise to their clients through agile, efficient and innovative solutions. What you will be working on
- Prepare investment fund tax reporting computations for a wide range of regimes, including the UK, Italy, Switzerland, Austria, Belgium, Germany and Denmark;
- Analyze, understand and reconcile data received from fund administrators and other stakeholders;
- Perform asset classification and compute specific tax reporting adjustments;
- Work with large data sets and contribute to the structuring, control and quality of production data;
- Review and challenge results to ensure accuracy, consistency and completeness;
- Take ownership of assigned production files and ensure deliverables are completed on time and in line with quality standards;
- Coordinate with fund administrators to gather information, clarify data points and resolve production-related matters;
- Liaise with the KPMG network to submit production files for review and respond to production-related questions;
- Support the delivery of reporting outputs to client and answer operational questions related to the production performed;
- Coach junior team members on a daily basis, review their work and provide practical guidance;
- Contribute to improving internal processes, tools and working methods, with a focus on quality, efficiency and scalability.
- Communicate clearly and proactively with management when issues, risks or delays are identified, and contribute to finding practical solutions. What we look for
- At least 2-3 years of experience in the fund industry;
- A good understanding of UCITS / AIFMD funds, how they operate and their accounting principles;
- Strong analytical and logical reasoning skills;
- Excellent attention to detail and a commitment to delivering high-quality work;
- The ability to work autonomously on assigned production files while respecting deadlines;
- Strong organizational skills and the ability to manage priorities in a busy environment;
- Excellent command of Microsoft Excel;
- Confidence in handling, reconciling and analyzing large data sets;
- Good communication skills when interacting with team members, fund administrators, KPMG network and client;
- A collaborative attitude and the ability to coach junior colleagues in their daily work.
- Fluent in English; proficiency in German is considered a strong asset. The following would be considered strong assets:
- Previous experience in investment fund tax reporting;
- Experience with Big Data;
- Knowledge of Power Query. What you will get KPMG is where you will find the right opportunities to advance your career and the widest available range of possibilities to help you grow professionally. Make a real impact, join a diverse team of leading experts, work with global clients, and discover new technological solutions. By submitting your resume and application information, you authorize KPMG to transmit and store your information in the KPMG recruitment database, and to circulate that information as necessary for the purpose of evaluating your qualifications for this or other job vacancies. KPMG is an equal opportunities employer. We believe passionately that employing a diverse workforce is central to our success. Our recruiting decisions are based on your experience and skills.
