Last month
Tax Advisor with Client Responsibility
- 09 February 2026
- 100%
- Zürich
Job summary
Join a leading bank in Zürich, offering personalized wealth planning support. Enjoy a dynamic work environment with opportunities for growth.
Tasks
- Lead the preparation of tax returns and manage related tasks.
- Provide independent advisory on income and wealth taxes.
- Represent clients' interests with tax authorities.
Skills
- Completed education in taxation or related fields; relevant experience.
- Strong communication and empathy skills for client interactions.
- Ability to remain composed in challenging situations.
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About the job
80% - 100% | Wealth Planning | Zurich | Experienced Professionals
As a leading bank in the Zurich economic area, we support our clients in all phases of life – from securing the family to retirement planning to estate and tax planning. We are convinced that personal and empathetic advice makes the decisive difference.
In the role of tax advisor, you will provide comprehensive advice to clients on income and wealth tax for individuals. You will work closely with our pension and inheritance specialists. Exciting and varied tasks await you with us. You can take on responsibility from the start and continuously develop yourself. Have we sparked your interest? Then we look forward to your application.
- Mandate management for the professional preparation of tax returns and responsibility for the associated tasks including review activities (main activity)
- Independent advising of clients within the framework of individual tax consulting regarding income and wealth tax as well as real estate capital gains tax
- Representing the interests of clients vis-à-vis tax authorities
- Opportunity to broaden your horizons in projects in the tax area
- Supporting colleagues in sales in building and expanding customer relationships within the framework of needs-oriented and comprehensive advice
- Started or completed professional training (fiduciary with specialist certificate, MAS in Taxation, Bachelor or Master of Arts, etc.)
- Several years of professional experience in tax consulting or at a (cantonal) tax office
- You are empathetic, communicative, and bring a high level of service orientation and sensitivity in dealing with clients
- You are flexible, a team player, and keep an overview even in demanding situations
- Your confident and professional demeanor makes you a valued contact person for our clients
- A dedicated and motivated team that looks forward to working with you
- Your personal development is important to us and we are happy to support you in this
- Self-determined working style with a lot of personal responsibility
- Modern workplaces at the Zurich Cantonal Bank headquarters and consulting assignments at our branch locations
- An attractive overall package that offers many benefits and discounts beyond the salary
is happy to assist you.
Phone: 044 292 27 62
About the company
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