At PwC, our people in tax services focus on providing advice and guidance to clients on tax planning, compliance, and strategy. These individuals help businesses navigate complex tax regulations and optimise their tax positions. In tax reporting strategy at PwC, you will assist clients in developing tax reporting strategies and maintaining compliance with tax regulations. In this field, you will analyse financial data, interpret tax laws, provide guidance on tax reporting requirements, aiming to optimise tax positions and minimise risks for businesses. This role offers excellent PwC career opportunities in tax and investment fund reporting for professionals seeking to advance in financial services jobs.
PwC Luxembourg is hiring a Senior Associate Investment Fund Reporting (m/f/d). As the largest professional services firm in Luxembourg, PwC provides audit, tax and advisory services to a wide variety of clients. With over 3,100 people from more than 80 different countries, PwC fosters an inclusive, stimulating, and motivating work environment.
In this role, you will be part of a team of tax and regulatory reporting experts responsible for the preparation and review of investor tax and regulatory reporting for investment funds (UCITS and Alternatives). You will support international clients across various jurisdictions, ensuring tax and regulatory compliance. Key responsibilities include analyzing investment fund accounting information, performing tax figure calculations, preparing German tax reporting, and collaborating on digital transformation initiatives using automation, data analytics, and AI-powered solutions. You will also address client tax queries across international tax frameworks and have opportunities to work on regulatory reporting such as Solvency II, AIFMD, VAG, SFDR, and CRR reporting. You will also manage, support, and develop a team of junior collaborators.
Key Responsibilities:
Line of Service
Tax
Industry/Sector
FS X-Sector
Specialism
Banking & Finance
Management Level
Senior Associate
Job Description & Summary
At PwC, our people in tax services focus on providing advice and guidance to clients on tax planning, compliance, and strategy. These individuals help businesses navigate complex tax regulations and optimise their tax positions.
In tax reporting strategy at PwC, you will assist clients in developing tax reporting strategies and maintaining compliance with tax regulations. In this field, you will analyse financial data, interpret tax laws, and provide guidance on tax reporting requirements, aiming to optimise tax positions and minimise risks for businesses.
Pwc Luxembourg is hiring a Senior Associate Investment Fund Reporting (m/f/d). What if it was you?
Who we are: We are the largest professional services firm in Luxembourg, providing audit, tax and advisory services to a wide variety of clients. To make it happen, we count on the expertise of over 3,100 people from more than 80 different countries, who strive every day to reach excellence and team up to solve important problems through innovative solutions. We value diverse and singular career paths, embrace everyone's unique self and encourage our People to fuel their potential in a work environment that is inclusive, stimulating, and motivating.
Be a part of our team where you will:
- Work in a team of tax and regulatory reporting experts responsible for the preparation and review of investor tax and regulatory reporting for investment funds (UCITS and Alternatives), supporting our international clients across various jurisdictions and ensuring tax and regulatory compliance with applicable local and global requirements.
- Include the analysis and treatment of investment fund accounting information, the performance of calculations of the tax figures as well as the preparation and review of the final investor tax reporting such as German tax reporting;
- Collaborate on the continuous improvement and digital transformation of our reporting processes by exploring automation, data analytics and emerging AI-powered solutions to enhance efficiency, quality and client service;
- Address and support client tax queries across international tax frameworks at the investor, fund, and investment levels.;
- Have the opportunity to work closely with other tax and accounting teams in Luxembourg and with our Asset Management network worldwide;
- Have the opportunity to work on regulatory reporting for investment funds such as Solvency II reporting, AIFMD reporting, VAG reporting, SFDR reporting, CRR reporting…
- Be managing, supporting, developing a team of junior collaborators.
Let’s talk about you. If you have …
- A university degree in economics, management or law, with a major in tax legislation and taxation;
- At least 3 years of experience within the international tax department of a commercial company, an audit/tax firm with focus on the fund industry as an asset;
- You are flexible and autonomous;
- You are interested in the Asset Management industry and you want to work with important Asset Managers;
- Your analytical and critical skills, your intellectual rigor and your writing skills will be key to help you succeed in this position;
- You are familiar with Microsoft Office package, data automation, Agentic AI is a plus;
- You are fluent in English. Knowledge of German or French would be considered as an asset.
- …You are the candidate we are looking for!
Education (if blank, degree and/or field of study not specified)
Degrees/Field of Study required:
Degrees/Field of Study preferred:
Certifications (if blank, certifications not specified)
Required Skills
Optional Skills
Accepting Feedback, Accepting Feedback, Active Listening, Analytical Thinking, Communication, Complying With Regulations, Corporate Tax Planning, Creativity, Embracing Change, Emotional Regulation, Empathy, Financial Reporting, Financial Statement Analysis, Inclusion, Intellectual Curiosity, Learning Agility, Optimism, Preparing Tax Documents, Self-Awareness, Tax Accounting, Tax Auditing, Tax Compliance, Tax Consulting, Tax Documentation, Tax Governance {+ 7 more}
Desired Languages (If blank, desired languages not specified)
Travel Requirements
Not Specified
Available for Work Visa Sponsorship?
Yes
Government Clearance Required?
No
Job Posting End Date
Eligibility / Qualification Required:
- A university degree in economics, management or law, with a major in tax legislation and taxation.
- At least 3 years of experience within the international tax department of a commercial company, an audit/tax firm with focus on the fund industry (asset).
- Flexible and autonomous.
- Interested in the Asset Management industry and keen to work with important Asset Managers.
- Strong analytical and critical skills, intellectual rigor, and writing skills.
- Familiarity with Microsoft Office package.
- Knowledge of data automation and Agentic AI is a plus.
- Fluent in English.
- Knowledge of German or French would be considered an asset.
Required Skills:
- Accepting Feedback
- Active Listening
- Analytical Thinking
- Communication
- Complying With Regulations
- Corporate Tax Planning
- Creativity
- Embracing Change
- Emotional Regulation
- Empathy
- Financial Reporting
- Financial Statement Analysis
- Inclusion
- Intellectual Curiosity
- Learning Agility
- Optimism
- Preparing Tax Documents
- Self-Awareness
- Tax Accounting
- Tax Auditing
- Tax Compliance
- Tax Consulting
- Tax Documentation
- Tax Governance
- {+ 7 more unnamed skills}
Additional Information:
- Available for Work Visa Sponsorship: Yes
- Government Clearance Required: No
General Conditions:
General conditions or specific instructions regarding TA/DA, HEC recognition, or original documents are not explicitly provided in the job description.
How to Apply:
Application instructions, including required documents and submission method, are not explicitly provided in the job description.
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