Tax Consultant Uhnwi/hnwi- Wealth Planner

vor 2 Wochen

Geneve, Schweiz coni+partner AG Vollzeit

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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