Description

In this role, you will support clients with Swiss tax and legal issues while collaborating with experts and senior planners. Your responsibilities will include advising on solutions, preparing documentation, and contributing to various projects within the Wealth Planning team.

Requirements

• •Bachelor’s or Master’s degree in Law or Business Administration, preferably supplemented by tax-related further education
• •1 to 3 years of professional experience in taxation, ideally gained at one of the “Big Four” audit and advisory firms, a reputable law firm, or with the Swiss tax authorities
• •Solid understanding of Swiss civil law
• •Excellent communication skills combined with a service-minded and customer-oriented personality
• •Entrepreneurial mindset and high sense of responsibility
• •Competent and thoughtful manner
• •Strong technical judgment and analytical abilities
• •Team-oriented individual with an open-minded attitude
• •Native level in German and Business level in English
• •Proficient in MS Office (Word, Excel, PowerPoint)
• •Capacity to work and travel within Switzerland

Tasks

• •Advise clients on Swiss tax and legal matters
• •Assist senior wealth planners with tax assessments
• •Prepare client documentation
• •Collaborate with specialists to develop client solutions
• •Coordinate with external experts like lawyers and notaries
• •Evaluate taxation solutions for clients in Switzerland
• •Implement wealth planning strategies for international cases
• •Contribute to internal Wealth Planning projects
• •Prepare training materials and presentations

Tools & Technologies