Tax & Financial-Planning Expert (100% or fractional)

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 (CHF 3.4bn under management, 50'000 clients, FINMA-licensed asset manager) is building a digital financial- and retirement-planning service inside its app. You are the authority on whether a financial plan is right: you author the validated reference cases that set the standard, curate the tax and pension knowledge base across all 26 cantons, quality-assure the plans the service produces, own the plain-language rationale behind every recommendation, and validate the cantonal tax logic. Reports to the CEO. Full-time or a fractional/advisory arrangement.

Required:

• eidg. dipl. Steuerexperte/-expertin (or at minimum Treuhänder/-in mit eidg. Fachausweis) and Experte/Expertin in Finanz- und Vorsorgeplanung mit eidg. Diplom (or at minimum Finanzplaner/-in mit eidg. Fachausweis); experience as the tax reference (second- or third-level support) in a financial-planning or private-banking function; rigour in turning judgement into explicit, testable rules; fluent German and English (Swiss German a plus); valid Swiss work permit (or EU/EFTA nationality with willingness to relocate to Zurich).