US Tax and Reporting Specialist 80%-100% (m/f/d)

About the job

LGT is the world's largest private banking and asset management group owned by an entrepreneurial family. As the family office of the Princely House of Liechtenstein, we impress you with many years of experience in managing large fortunes.

As a US Tax and Reporting Specialist (m/f/d), you are responsible for ensuring the correct and timely fulfillment of all tax reporting obligations related to commitments under the Qualified Intermediary Agreement. You support the team and the QI Responsible Officer in complying with complex US tax regulations and contribute significantly to the quality of our services. Your tasks include:

Review of US tax forms (e.g., W-8BEN, W-9, 1042-S) and other relevant documents

Ensuring compliance with FATCA and QI requirements, primarily in the area of reporting and monitoring

Analysis of complex issues in US tax law and advising internal departments on related questions

Close cooperation with external advisors and auditors to clarify specific tax issues

Monitoring and implementation of changes in US tax law as well as assessing their impact on the processes of the LGT PB Group

Support in the automation and optimization of regulatory reporting processes (e.g., Modelo 196, QI, CPC)

Handling customer inquiries on US tax topics as well as maintaining internal databases and systems

Use of AI tools for continuous improvement and streamlining of existing processes

Completed studies in business administration, law, or a comparable education with a focus on taxes or regulation

Several years of professional experience in US tax law and reporting, ideally in the financial services sector

Solid knowledge of US tax legislation, especially QI/FATCA and relevant IRS forms

Experience with common tax reporting software in the US context; Avaloq knowledge is an advantage

Excellent German and English skills, both written and spoken, are required

Strong analytical skills, high affinity for numbers, and precise working style

Independent, structured, and proactive working style combined with strong team and communication skills

High sense of responsibility, discretion, and openness to implementing complex requirements

Please note that applications submitted through recruitment agencies cannot be considered for this position.

A great place to work – a great place to have impact: LGT promotes the diversity of its employees. We believe that an inclusive and appreciative corporate culture is the driver for a great workplace and offers the opportunity to create a unique and successful team. Therefore, our employees can also benefit from many additional benefits.

Transparency and integrity are important to us. Therefore, you will find everything you need to know about us on our website before deciding whether the career opportunities at LGT align with your values. For example, about the history of the Princely Family, which is closely linked to our history.