Zürcher Kantonalbank und ihre Tochtergesellschaften
Zürich
Tax Advisor with Client Responsibility
- 01 October 2026
- 100%
- Zürich
Job summary
Join our leading bank in Zürich as a tax advisor! Enjoy a supportive work environment and exciting growth opportunities.
Tasks
- Oversee comprehensive tax advisory for individuals, ensuring accuracy.
- Provide expert guidance on income, wealth, and inheritance taxes.
- Represent clients' interests with tax authorities for optimal outcomes.
Skills
- Relevant education in taxation with several years of experience required.
- Strong communication and empathy skills for client interactions.
- Flexibility and teamwork to thrive 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 through all important life events related to securing family, planning retirement, managing inheritance, and tax planning. We are convinced that personal support in these matters makes a significant difference in the client relationship.
In your role as a tax advisor, you will take on comprehensive tax consulting for individuals and work closely with our pension and inheritance specialists as well as our colleagues from sales. You can expect an exciting range of tasks and a diverse environment where you can take responsibility from the start and continuously develop yourself.
In your role as a tax advisor, you will take on comprehensive tax consulting for individuals and work closely with our pension and inheritance specialists as well as our colleagues from sales. You can expect an exciting range of tasks and a diverse environment where you can take responsibility from the start and continuously develop yourself.
Your Responsibilities
- Responsible for the professional preparation of tax returns for individuals including review activities as client manager (main activity)
- Advising clients on income and wealth tax, inheritance and gift tax, as well as real estate capital gains tax
- Representing our clients’ interests before the tax authorities
- Participating in projects to further develop our service offerings
- Supporting colleagues in sales through needs-oriented and comprehensive advice in building and expanding client relationships
Your Profile
- Completed or ongoing specialised training (e.g. fiduciary with federal diploma, MAS in Taxation, Bachelor or Master in a relevant field)
- Several years of professional experience in tax consulting or at a tax authority
- Very good knowledge in the area of income and wealth tax and ideally also in real estate capital gains tax
- You score with empathy, high service orientation and strong communication skills in dealing with clients
- You convince with flexibility, teamwork and the ability to keep an overview even in demanding situations
- Very good German language skills in spoken and written form, any additional language is a plus
Our Offer
- Motivated and cheerful team looking forward to welcoming you
- Exciting and varied range of tasks with networking opportunities
- Your career is important to us as an employer, and therefore we support and accompany you on your path
- Central and modern workplace at the head office with advisory assignments at our branch locations
- Comprehensive overall package with variable remuneration as well as diverse benefits and discounts – from A for pension provision to Z for ZVV bonus pass
Patrik Weymann
is happy to assist you.
Phone: 044 292 27 65
is happy to assist you.
Phone: 044 292 27 65
