Luxembourg City, Luxembourg

Tax Advisor FATCA/CRS

Full-time / part-time
Entry Level
412F Route d'Esch
Luxembourg City

Job description

As a Tax Advisor within Zimmer & Partners, you will have to check the quality of FATCA/CRS self-certification received from the Compliance department. You will have to be in interaction with the Compliance team to organize and develop a proper collaborative process.

 You will be the main contact person for our client’s in order to obtain correction and supporting documents in case self-certification forms are not conform. You will be also responsible of the preparation of self-certification forms when our clients invest in Funds. For every complex and risky case, you will have to be in interaction with an external advisor to validate decisions.

Every day brings a new challenge so you’ll need to be a team player at heart, with an eye for detail, great organizational skills so you can priorities your day and meet the deadlines. Building relationships across the business is a must have to succeed and be effective in this role.

We are never complacent and always encourage our people to look for ways to improve our business; here everyone’s opinion counts and we will value your contribution.

Your long-term career goals are important to us too. We want to make sure we’re providing the support and opportunities you need to achieve your dreams so we can build a successful future, together.


  • Bachelor/Master degree in Economics or Finance
  • 2 -3 years practical experience in FATCA & CRS 
  • Very strong IT skills in terms of .xml reporting
  • Fluent in English, any other language will be considered as an advantage (French and German in particular)

Additional information

At IQ-EQ we want you to reach your full potential. We offer an inclusive and diverse environment to support your career aspirations. With a strong emphasis on continuous learning and a holistic approach to your professional and personal development. We also offer opportunities across our service lines and our international network of offices.

Company description

Zimmer and Partners S.A. is part of the IQ-EQ Group. IQ EQ is a leading Investor Services group which combines global expertise with an unwavering focus on client service delivery. We support fund managers, global companies, family offices and private clients operating worldwide.

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