Tax and Financial Planning Advisor

Tâches principales

• A holistic approach to clients' financial situations—retirement planning, wealth management, financing, estate planning—and, more specifically, taxation
• Development and presentation of personal financial plans / tax advisory services tailored to clients’ goals and life circumstances.
• Supporting private clients—particularly those in wealth management and entrepreneurs—in conducting a comprehensive analysis of their financial and tax situations and offering tailored solutions.
• Close collaboration with the canton's client advisors on all tax matters and any technical issues related to taxation.
• Play an active role in developing advisors' portfolios, while leveraging your interpersonal skills and providing targeted tax advice.
• Verifying the compliance of financial and pension plans by assessing their regulatory adequacy.
• Occasional interventions during customer-oriented events.

Compétences et aptitudes professionnelles

• A successful business education supplemented by a specialization in taxation, mastery of taxation acquired through the Federal Tax Administration Program, a federal diploma as a tax expert, or a qualification deemed equivalent.
• At least 5 years of proven experience in taxation.
• Solid knowledge of tax law, particularly regarding issues related to individuals, entrepreneurs, and their assets.
• A strong interest in the field of financial planning.
• Expertise in matters related to wealth transfer, including financial, tax, and estate planning.
• Excellent writing skills in French with proficiency in German (for analyzing studies in French) at the B2 level

Qualités personnelles

• Analytical and entrepreneurial mindset
• Diligence in Work
• Strong communication skills and the ability to interact effectively with customers
• Priorities and organization
• Ability to work in a team, open-minded, and a good listener
• Ability to defend one's positions by taking a solutions-oriented approach
• Ability to work as part of a team and across different functions.
• Curiosity and a desire to continually develop one's skills.

Infos sur l'emploi

• Publication date: October 24, 2026
• Employment rate: 80%–100%
• Workplace: 2001 Neuchâtel
• Start date: immediately or to be determined

Nous offerrons

• Certified and career-oriented trainers
• My top-notch academic performance and attractive working conditions
• A wide range of work throughout the canton
• Dynamic work environment
• A small, intimate establishment
• Usual place of work: Neuchâtel