Description

In this role, you will support clients with Swiss tax and legal issues while working closely with senior planners and external experts. Your days will involve hands-on learning, collaboration, and contributions to various Wealth Planning projects.

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 create holistic client solutions
• •Coordinate with external experts like lawyers and notaries
• •Evaluate and implement taxation solutions for clients in Switzerland
• •Contribute to internal Wealth Planning projects
• •Prepare training materials and presentations

Tools & Technologies