Tax Consultant Uhnwi/hnwi- Wealth Planner
vor 7 Monaten
Our client is a private bank in Zurich. We are looking for a tax specialist (m, f, d) as a
Tax Consultant UHNWI/HNWI- Wealth Planner
Tasks
Responsible for all tax related documents reflecting the personal, financial or professional situation of UHNWI/HNWI clients in a tailored manner / Responsible for accurate tax planning for individuals as well as holistic wealth management advice based on Swiss tax law for income, wealth, gift, inheritance and real estate gains taxes / Responsible for professional tax planning of all life events as well as their tax planning solutions for the benefit of the client / Responsible for professional tax planning of all life events as well as their tax planning solutions for the benefit of the client / Responsible for transparency and trustworthiness of tax solutions through tailor-made solutions e. g. for gift, inheritance and real estate gains tax / Advise on building modern retirement solutions taking advantage of tax benefits / Provide tax advice on estate planning based on the client's wishes and needs / Responsible for the transparency and trustworthiness of tax solutions for the client through customized work / Regularly monitor client reporting regarding tax planning.
**Requirements**:
Master or Bachelor / Knowledge of Swiss tax law / First professional experience in Tax (Corporates or Individuals) with a BigFour Company, in a commercial law firm or with the authorities (FINMA, Tax Office) / Interest in Wealth Planning and in a service oriented job / Interest in high professional standards in terms of behavior and working style / Analytical personality with a high level of accuracy and attention to detail / Experience in dealing professionally with clients / Ability, to work under pressure and to prioritize and meet deadlines / Initiative, self-motivation and enthusiasm / Collegial and team-oriented / Good IT skills, professional use of Microsoft Office, Excel and PP / German as well as English.
coni + partner ag
Ivano Coni
Managing Director
Klosbachstrasse 107
CH-8032 Zürich
**Tel.**: +41 44 254 90 10
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Tax Consultant Uhnwi/hnwi- Wealth Planner
vor 7 Monaten
Geneve, Schweiz coni+partner AG VollzeitOur client is a private bank in Zurich. We are looking for a tax specialist (m, f, d) as a Tax Consultant UHNWI/HNWI- Wealth Planner Tasks Responsible for all tax related documents reflecting the personal, financial or professional situation of UHNWI/HNWI clients in a tailored manner / Responsible for accurate tax planning for individuals as well as...
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Tax Consultant Uhnwi/hnwi- Wealth Planner
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Geneve, Schweiz coni+partner AG VollzeitOur client is a private bank in Zurich. We are looking for a tax specialist (m, f, d) as a Tax Consultant UHNWI/HNWI- Wealth Planner Aufgaben Responsible for all tax related documents reflecting the personal, financial or professional situation of UHNWI/HNWI clients in a tailored manner / Responsible for accurate tax planning for individuals as well as...
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