Tax Advisor with Mandate Responsibility

80% - 100% | Wealth Planning | Zürich | Experienced professionals

As a leading bank in the Zürich economic area, we accompany our customers through all important life events regarding the topics of securing family, planning retirement, regulating inheritance, and tax planning. We are convinced that personal guidance in these topics makes an important difference in the customer relationship.

In your role as a Tax Advisor, you will take over holistic advice on tax matters for natural persons and work closely with our pension and inheritance specialists as well as our colleagues from sales. An exciting area of responsibility and a versatile environment await you, in which you can take on responsibility from the start and continuously develop yourself.

Your tasks

• Responsibility for the professional preparation of tax returns for natural persons including review activities as a mandate manager (main activity)
• Advising customers on income and wealth tax, inheritance and gift tax, as well as real estate capital gains tax
• Representing the interests of our clientele towards the tax authorities
• Participating in projects for the further development of our service offering
• Supporting colleagues in sales through needs-oriented and comprehensive advice in the establishment and expansion of customer relationships

Your profile

• Completed or ongoing subject-related training (e.g., fiduciary with federal diploma, MAS in Taxation, Bachelor or Master in a relevant field)
• Several years of professional experience in tax advisory or at a tax authority
• Very good knowledge in the area of income and wealth tax as well as ideally also in the area of real estate capital gains tax
• You score with empathy, high service orientation, and pronounced communication skills in dealing with clientele
• You convince with flexibility, teamwork, and the ability to maintain an overview even in demanding situations
• Very good German skills in speaking and writing, any further language is a plus

Our offer

• Motivated and cheerful team that is looking forward to meeting you
• Exciting and diverse range of tasks with networking opportunities
• Your career is important to us as an employer and therefore we promote and accompany you on your way
• Central and modern workplace at the headquarters with advisory assignments at our branch locations
• Comprehensive total package with variable compensation as well as versatile benefits and discounts - from A like retirement provision to Z like ZVV-Bonuspass

Your contact

Patrik Weymann
looks forward to helping you.
Telephone: 044 292 27 65