GPS Associate Programs: Junior Wealth Planner Taxation

Tasks

• Advising and supporting bank clients in Swiss tax and legal matters
• Support experienced wealth planners in conducting tax assessments and preparing client documentation
• Collaborating with other specialists within the bank to develop comprehensive client solutions (e.g., collaborating with international colleagues from the wealth planning team)
• Coordination and cooperation with various external experts (lawyers, notaries, and other professionals)
• Assessment and implementation of suitable solutions in the area of tax and asset planning for clients residing in Switzerland or in international cases involving Switzerland
• Collaboration on internal wealth planning projects
• Preparation of training materials and presentations

Requirements

• Bachelor's or master's degree in law or business administration, preferably supplemented by further training in taxation
• 1 to 3 years of professional experience in tax consulting, ideally with one of the "Big Four" auditing and consulting firms, a renowned law firm, or the Swiss tax authorities
• Solid understanding of Swiss civil law
• Excellent communication skills combined with a service-oriented and customer-focused personality
• Entrepreneurial mindset and a high sense of responsibility
• Competent and thoughtful manner
• Strong technical judgment and analytical skills
• Team-oriented personality with an open attitude
• Native German and business English
• Professional knowledge of MS Office (Word, Excel, PowerPoint)
• Ability to work and travel in Switzerland

We offer