Senior Tax & Financial-Planning Expert for Digital Wealth

True Wealth; Zürich; On-site; CHF 150,000 - 190,000; Full time

Job summary

True Wealth invites a senior tax and financial-planning expert to join its Zurich team. You will redefine reference tax rules, curate cantonal tax logic, and validate retirement-planning guidance within a wealth-management app context.

The role demands Swiss qualifications, fluency in German and English, and readiness for full-time or advisory fractional work in Zurich. A European/EFTA permit and relocation willingness are expected.

Qualifications

• Must hold a Swiss tax expert qualification or equivalent.
• Experience as tax reference in financial planning or private banking.
• Fluency in German and English; Swiss German a plus.

Skills

Tax reference experience

Financial and retirement planning

Rules-based judgement

Fluent German and English

Education

Swiss tax expert with federal diploma

Swiss financial planner with federal diploma

Job description

True Wealth invites a senior tax and financial-planning expert to join its Zurich team. You will redefine reference tax rules, curate cantonal tax logic, and validate retirement-planning guidance within a wealth-management app context.

The role demands Swiss qualifications, fluency in German and English, and readiness for full-time or advisory fractional work in Zurich. A European/EFTA permit and relocation willingness are expected.