Neuchâtel
Tax Advisor in Financial Planning
- 01 October 2026
- 100%
- Permanent position
- Neuchâtel
Job summary
Join a vibrant team at BCN, a community-focused bank in Neuchâtel! Enjoy a supportive work environment emphasizing autonomy and development.
Tasks
- Provide holistic financial planning, focusing on taxation and wealth management.
- Create personalized financial plans aligned with clients' life situations.
- Support clients, especially entrepreneurs, with tailored financial and tax solutions.
Skills
- Commercial training with specialization in taxation; 5 years of experience required.
- Strong analytical skills and effective communication abilities.
- Proficiency in French, with knowledge of German and/or English.
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About the job
Tax Advisor in Financial Planning
As a locally established community bank in the canton, BCN is a human-scale bank offering quality services to its private clients and businesses. Proud of our commitments based on ESG principles, recognised as an eco-enterprise and as a fair employer, we contribute significantly to the regional economic life and consider that our success is closely linked to the professional and human qualities of our employees. For you, are autonomy, commitment, responsibilities, projects, sustainable development and training meaningful words? We would be pleased to discuss with you how they could help reveal your talents within our organisation.
In our desire to develop financial planning activities in Neuchâtel, we wish to strengthen our team with a profile possessing solid tax skills and a strong interest in comprehensive financial advice.
For immediate start or to be agreed, we are looking for a
Tax Advisor in Financial Planning
Main tasks
- Holistic approach to the client’s financial situation - pension provision, assets, financing, inheritance - and particularly taxation.
- Preparation and presentation of personalised financial plans that comply with the client’s objectives and life situation.
- Support for private clients, especially wealth management and entrepreneurs, in the comprehensive analysis of their financial and tax situation by offering tailor-made solutions.
- Close collaboration with client advisors in the canton for whom you also act as a technical reference for tax-related questions.
- Active support in developing advisors’ portfolios through your expertise and targeted tax advice.
- Compliance control of financial and pension plans while ensuring their regulatory adequacy.
- Occasional participation in client events.
Professional skills and abilities
- Completed commercial training supplemented by specialisation in taxation or fiduciary services (Federal diploma as fiduciary agent, or even federal diploma as fiduciary or tax expert) or equivalent experience.
- Proven experience of at least 5 years in fiduciary services.
- Strong tax knowledge, particularly regarding issues affecting individuals, entrepreneurs and their assets.
- Marked interest in the field of financial planning.
- Mastery of aspects related to asset transfer, especially financial, tax and inheritance matters.
- Excellent writing skills in French with proficiency in German and/or English at B2 level.
Personal qualities
- Analytical and entrepreneurial mindset
- Rigorous and persevering
- Ease in communication and client contact
- Sense of priorities and organisation
- Ability to work in a team, open-minded, with good listening skills
- Ability to defend one’s positions adopting a solution-oriented approach
- Ability to work in a team and cross-functionally with different professions.
- Curiosity and willingness to continuously develop skills.
We offer
- Certified and job-oriented training
- First-class social benefits and attractive working conditions
- Varied work throughout the canton
- Dynamic working atmosphere
- A human-scale establishment
Usual workplace: Neuchâtel
Start date: immediate or to be agreed
Work rate: 80%-100%
