The Tax & ESG Associate plays a key role in supporting tax and ESG compliance across fund structures and transactions within a Pan-European UCITS and AIFM environment. This position involves cross-department collaboration, regulatory monitoring, and active participation in fund launches and year-end reporting at FundRock Management Company S.A., part of the Apex Group.
What You'll Do
- Be the main point of contact in regard to tax & ESG matters and escalation
- Communicate with internal and external stakeholders
- Review investment opportunities and related tax and ESG analysis received from investment advisors
- Review offering documents and fund documentation and ensure tax and ESG compliance
- Perform assessments under DAC 6, CSSF 20/744 and general tax framework
- Engage in the onboarding of new investment funds as a subject matter expert in the field of tax and ESG
- Engage in regular research and reading on tax technical topics and draft internal technical notes
- Provide feedback to clients on the target ESG strategy during fund launches and yearly reporting
- Actively monitor regulatory and tax changes affecting the business and clients and draft communication / give presentations where relevant
What We're Looking For
- University degree in Business Administration, Economics, International Tax or relevant professional qualifications
- A minimum of one year of working experience within the funds industry
- Good knowledge of Luxembourg fund industry, International Tax and ESG regulation
- Excellent intellect with the ability to understand complex issues quickly, grasp new concepts and ideas rapidly
- Fluent in English
Nice to Have
- Knowledge of French or German will be considered an asset
- Any other EU languages
Team & Environment
- Multicultural team with cross-jurisdiction exposure
- Positive and hospitable work environment
- Opportunity to work with a diverse, agile and global team
- Exposure to all aspects of the business and cross-jurisdiction
Benefits & Compensation
- Private health insurance
- Performance Bonus
- Award System
- 27 working days holiday + Public holidays
- Opportunities for professional development
- Professional Development (CPD) and Study Guidance programs
- Positive and hospitable work environment
- Opportunity to work with a diverse, agile and global team
- A genuinely unique opportunity to be part of an expanding large global business
Compensation includes a favourable salary, Performance Bonus, and Award System.
Work Mode
Local position based in Valencia.
At Apex Group, we are committed to creating a diverse and inclusive workplace. In Spain, this includes our obligation under the LGD to ensure that people with disabilities are represented within our teams. If you have a recognised disability (≥33%), we welcome your application and will provide reasonable adjustments throughout the recruitment process.
