Senior Associate - Investment Fund Reporting

About the role

PwC Luxembourg is hiring a Senior Associate for its Investment Fund Reporting line of service in tax. You will join a team of tax and regulatory reporting experts preparing and reviewing investor tax and regulatory reporting for investment funds (UCITS and alternatives), supporting international clients across jurisdictions and ensuring compliance with local and global requirements.

Key responsibilities

• Analyse and treat investment fund accounting information, calculate tax figures and prepare and review final investor tax reports such as German tax reporting.
• Support continuous improvement and digital transformation of reporting processes through automation, data analytics and emerging AI-powered solutions.
• Answer client tax queries across international tax frameworks at investor, fund and investment levels.
• Work closely with tax and accounting teams in Luxembourg and with the Asset Management network worldwide.
• Contribute to regulatory reporting for investment funds such as Solvency II, AIFMD, VAG, SFDR and CRR.
• Manage, support and develop a team of junior collaborators.

Required profile

• University degree in economics, management or law, with a major in tax legislation and taxation.
• At least 3 years of experience in the international tax department of a commercial company or an audit/tax firm focused on the fund industry.
• Interest in the Asset Management industry and willingness to work with major asset managers.
• Fluent English; knowledge of German or French is an asset.
• Flexibility, autonomy, analytical and critical thinking, and strong writing skills.

Required skills

• Familiarity with the Microsoft Office package.
• Data automation and Agentic AI are a plus.