Tax Specialist 80 - 100%

23 September 2026
80 – 100%
Permanent position
Lenzburg West

Job summary

Join Hypothekarbank Lenzburg, a digital-friendly financial service provider. Contribute to an innovative team and enjoy a supportive work environment.

Tasks

Prepare tax returns for private individuals residing in Switzerland.
Review and enhance the bank's tax deductions process.
Assist the inheritance team with tax declarations in estate cases.

Skills

Solid education in tax, trust, or banking with several years of experience.
Strong consulting skills and ability to explain complex tax issues simply.
High affinity for securities and understanding of stock transaction processes.

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About the job

Hypothekarbank Lenzburg (HBL) is an innovative and agile financial service provider with a strong affinity for digitalisation and the open banking culture.

To complete the tax team, we are looking for an experienced and team-oriented individual for our Legal, Tax and Real Estate department at the Lenzburg West location, who would like to apply their extensive expertise in the tax field for our company and shape the future of HBL together with us.

Your Tasks

Preparation of tax returns for private individuals domiciled in Switzerland (several cantons)
Review, preparation and co-design of the bank's own tax statement
Refund of foreign withholding taxes
Subject matter expert at customer events and internal bank training sessions
Support of the inheritance law team with tax declarations in inheritance cases

What You Bring

Solid training in the tax, fiduciary or banking sector with several years of professional experience
Strong advisory skills and the ability to explain complex tax matters to customers in a simple and understandable way
High affinity for securities and understanding of the processing of stock exchange transactions
Committed, resilient and team-oriented personality
Very independent, structured and precise way of working

Our Offer

Varied activities in a motivated team
Interdisciplinary collaboration with various specialist teams
Modern and professional working environment in close proximity to the station
Flat hierarchies with short decision-making paths
Attractive employment conditions
Uncomplicated informal culture

Have we piqued your interest? Then apply online today – we look forward to receiving your complete application documents.

We only accept direct applications.

Your Contact

Rainer Geissmann, Head of Legal, Tax and Real Estate, Tel. 062 885 12 72
Claudia Feusi, HR Business Partner, Tel. 062 885 13 91