Junior Tax Advisory Assistant

Entreprise :

Our client is a private bank in Geneva.

Description du poste :

To assist the Head of Wealth Solutions with:

1. Tax Planning and Strategy:

• Develop and implement effective tax planning strategies for private banking clients to optimise financial outcomes.
• Stay abreast of changes in tax laws and regulations to ensure compliance and provide proactive advice.

1. Client Consultation:

• Provide personalised tax advice to high-net-worth clients, addressing their individual needs and financial objectives. Including cross-boarder advice and wealth transfers optimisation.
• Collaborate with Relationship Managers to integrate tax planning into overall wealth management strategies.

1. Compliance and Reporting:

• Ensure compliance with Swiss tax laws and regulations for private banking activities.
• Prepare and review tax returns, ensuring accuracy and adherence to deadlines.
• Educate client on the topic and updates

Description du profil :

Qualifications:

• Bachelor's degree in Law or related field. Legal certifications or ongoing legal studies are a plus.
• Ideally, 1-2 years of experience as a paralegal or in a legal support role.
• Knowledge or experience in tax and LPP pension planning is highly desirable.
• Perfect knowledge of MS Office
• French and English is mandatory; German a big plus.

Skills and Competencies:

• Strong organisational skills with attention to detail.
• Excellent written and verbal communication skills.
• Ability to manage multiple tasks and prioritise responsibilities effectively.
• entrepreunarial mind with the capacity to handle big projects.
• Proficient in legal research and analysis.
• Familiarity with legal software and databases.