Senior Tax Advisor in Fund Taxation Services

il y a 2 semaines


Luxembourg, Luxembourg KPMG Luxembourg Temps plein

Find your purpose at KPMG Luxembourg

We see a world of opportunity. We connect the dots between the insights we uncover and the tangible ways those insights can transform clients' organizations.

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 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.

We are seeking a Senior Tax Advisor in Fund Taxation Services

With passion and purpose, we deliver modern tax services, data-driven solutions and the transfer pricing organizations need to succeed. We connect the dots between the insights we uncover and the tangible ways those insights can transform clients' organizations.

What you will be working on

  • Analyze income data from asset manager to identify tax reclaim and relief at source opportunities.
  • Prepare Tax Reclaim / Relief at Source filing packages, which consists of (when applicable):
  • Collecting supporting legal documents, like certificate of tax residence or regulatory attestation.
  • collecting transactional documents, like tax vouchers.
  • producing and reconciling the tax vouchers.
  • requesting the missing documents from Clients, custodians, sub-custodians, Tax Authorities.
  • finalizing the tax reclaim forms / claim letters.
  • sending the tax reclaims to the relevant tax authorities.
  • tracking and documenting the receipt of the tax reclaims by the Tax Authorities.
  • Monitor the post filing activity of each tax reclaim, which consists of:
  • Maintaining contact with the tax authorities, responding to additional requests of the tax authorities.
  • investigating in case of reject of a tax reclaim by the Tax Authority.
  • reconciling the amount claimed versus the amount received from the Tax Authorities.
  • providing regular reporting to the Clients.
  • Perform any other services that may be required to comply with local tax obligations in the relevant investment countries (incl. the launch of litigation if needed).

What we look for

  • You hold a Bachelor or Master degree in Taxation or similar field.
  • Demonstrate a relevant professional experience of minimum 4 years, ideally, a position within tax operation department of a custodian bank.
  • Demonstrate ability to treat large volume of data via tools such as excel, Alteryx, SQL queries, ...
  • Exercise sound judgment, manage risks effectively.
  • Demonstrate a relentless commitment to delivering work of the highest quality.
  • Distinguish yourself by your organizational skills, flexibility, team spirit, dynamism and your eagerness for learning and evolving.
  • Able to work with Excel and PowerPoint (Alteryx would be considered as a plus).
  • Proficiency in English (French and German are considered as an asset).

What you will get

This is an ideal position to gain solid technical knowledge, supported by KPMG's tailored learning program. We provide a high standard of professional training to strengthen your technical expertise and ensure your development. Make a real impact in your industry, join a diverse team of leading experts, work with global clients, and discover technological solutions.


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