Job content
- Advising and supporting existing and future customers of the bank on Swiss tax and legal issues
- Support for senior wealth planners with tax clarifications and preparation of customer documents
- Cooperation with other specialists in the bank to achieve holistic customer solutions (e.g. with international colleagues from the Wealth Planning Team)
- Coordination and cooperation with a large number of external specialists (lawyers, notaries and other experts)
- Evaluating and implementing suitable solutions on tax and wealth planning issues for clients based in Switzerland or in international issues related to Switzerland
- Participation in internal wealth planning projects
Requirements
- Master's degree in law or economics, ideally with tax training
- At least 3 years of experience in the tax field, e.g. with one of the "Big 4" auditing and consulting firms, in a renowned law firm, with the Swiss tax authorities or in the wealth planning department of a bank.
- Solid knowledge of Swiss civil law
- Excellent communication skills as well as a service and customer oriented personality
- Entrepreneurial thinking and high sense of responsibility
- Competent and well-considered demeanor
- Sound technical judgment and analytical skills
- Team-oriented personality with an open mind
- Fluency in spoken and written German and English
- Flexibility for travel within Switzerland
Capacity: 80-100%, Employment