Tax Advisor

Randstad Switzerland; Lugano; Vor Ort; CHF 120.000 - 180.000; Vollzeit

Zusammenfassung

Randstad Switzerland seeks an Experienced Tax Advisor for its Private Banking Division in Ticino/Lugano to provide high-level wealth management tax guidance. You will work directly with clients, advisors, and pension specialists, delivering integrated tax advice tailored to Swiss tax rules and international considerations.

The role requires deep knowledge of Swiss taxation, strong client-facing skills, and ability to coordinate with external law and tax firms.

Qualifikationen

• Bachelor in Economics or Law; Master in Taxation preferred.
• Experiences in tax advisory for banks, trusts, or related firms is advantageous.
• Strong knowledge of Swiss direct taxes, inheritance, gifts, and withholding tax.

Aufgaben

• Provide high-level tax consulting to private and commercial clients in Swiss tax matters
• Collaborate with Pension Advisory and Relationship Managers to develop client portfolios
• Support tax certificate management and liaise with tax authorities as needed
• Verify accuracy and regulatory compliance of tax certificates
• Advise on tax treatment of financial products for clients in Switzerland
• Coordinate with external law and tax firms for complex cases
• Stay updated on Swiss and international tax regulations
• Manage requests and projects with a focus on confidentiality
• Assist Corporate Center and Markets Back Office on Swiss tax issues

Kenntnisse

Swiss tax knowledge

Client consulting

Wealth management

Taxation of financial products

Team collaboration

Ausbildung

Bachelor in Economics or Law

Master in Taxation preferred

Tools

CRM software

Tax research tools

Jobbeschreibung

On behalf of an important client, we are looking for an Experienced Tax Advisor to join their Private Banking Division.

The successful candidate will serve as the technical point of contact for private and commercial clients residing in Switzerland and beyond, working closely with client advisors and the Swiss pension specialist to provide integrated, high-level wealth management advice. The ideal candidate possesses in-depth knowledge of Swiss taxation and a strong aptitude for direct client consulting (“face-to-face”), combining technical expertise with interpersonal skills.

Key Responsibilities:

• Client Consulting: Support clients on tax matters related to investments, wealth and estate planning, and corporate issues;
• Interdisciplinary Collaboration: Work within the Tax and Pension Advisory Team in synergy with the colleague dedicated to pension advisory services to meet clients’ needs and requests, while also supporting Relationship Managers in analyzing and developing the client portfolio;
• Support operational services (PBBS) in managing and resolving issues related to Swiss and foreign tax certifications, liaising with the Federal Tax Administration (FTA) as needed;
• Manage, analyze, and validate, in consultation with the PBBS and in accordance with respective areas of expertise, tax certificates, ensuring their accuracy and regulatory compliance;
• Provide support to the Investment Strategy Team regarding the tax treatment of financial products, with particular focus on clients residing in Switzerland and, to a lesser extent, clients residing in markets relevant to the Bank;
• External network management: Coordinate with external law and tax firms to handle complex cases, estate planning matters, and asset protection, and to refer clients to external specialists when necessary;
• Continuous professional development: Constantly monitor developments in Swiss and international tax regulations, ensuring that the bank and colleagues remain up to date on relevant issues;
• Operational autonomy: Manage requests and projects independently, ensuring a high standard of service and confidentiality;
• Bank Support: Requests for initial support may be submitted as needed regarding Swiss tax matters related to the application of withholding tax, VAT, and transaction stamp tax (non-exhaustive list) for the Corporate Center (Finance) and Markets Back Office services.

Job Requirements:

• Education: Bachelor’s degree in Economics, Law, or an equivalent degree. A Master’s degree in Taxation (or an equivalent qualification as a Tax Expert) is preferred.
• Experience: Proven prior experience in the tax field, preferably at banks, trust companies, or tax consulting firms with exposure to private and commercial clients.
• Technical Skills: In-depth and up-to-date knowledge of the Swiss tax system (direct taxes, inheritance, gifts, withholding tax, etc.) and the principles of international tax law.
• Languages: Excellent command of at least two national languages (preferably Italian/German) and English (written and spoken).
• Location: Resident in Ticino or willing to relocate.

Soft Skills:

• Excellent communication skills and a knack for building client relationships.
• Strong aptitude for teamwork and sharing expertise.
• Independence, results-oriented mindset, and the utmost discretion.
• Ability to synthesize information and translate complex technical concepts into solutions that clients can understand.