Tax Specialist

Those who choose a career at Lombard Odier work for a renowned, global asset manager and asset manager focused on sustainable investments. We are an independent and innovative bank of first choice for private and institutional clients. Our group is one of the best capitalized worldwide. We manage around CHF 300 billion and operate from over 25 offices on four continents.

With our over 225-year history, we are an investment house with a comprehensive range of discretionary and advisory portfolio management as well as financial services. We also successfully market our state-of-the-art technology platform to other financial institutions. Through Lombard Odier Investment Managers, we offer asset management services and investment strategies.

"Rethink Everything" is our philosophy – it is at the heart of our actions. We have become stronger through more than 40 financial crises by constantly rethinking the world around us. This allows us to always offer our clients new investment perspectives.

You will be responsible for various activities related to the tax declarations of Lombard Odier Bank clients, maintaining ongoing contact with them, and collaborating with other departments of LO Patrimonia and the Bank.

Tax Specialist

Your Mission:
 

• Preparation and review of personal income tax returns for ordinary roles or expenditure-based taxation (mainly cantons of Geneva, Vaud, and Valais)
• Preparation and review of tax returns for holding companies and charitable foundations (corporations/LLCs)
• Support and collaboration with legal/tax advisors and the accounting team
• Regular contact with demanding clients as well as bankers

Your Profile :

• 10 years of professional experience in a consulting firm, a recognized fiduciary, and/or a tax administration.
• Certified Fiduciary Agent training is a plus
• Good knowledge of Swiss taxation, mainly regarding income and wealth tax for individuals and inheritance/gift tax
• Dynamic, ambitious personality with a strong ability to work in a team
• Precise, rigorous, autonomous, responsible, with good analytical and synthesis skills, versatile
• Comfortable in contact with demanding clients, with great attention to service quality
• Proficient with IT tools: DrTax, Word, Excel, and PowerPoint
• Fluency in French; English and/or German is a plus.
• Residence in Switzerland

Five values define the DNA of our house. Excellence motivates us to be the best in our field, and Innovation enables our progress. Respect is the foundation of our interactions, and Integrity guides our actions. Together we are One Team, passionately committed to serving our clients.

We promote an inclusive and integrative working environment for our employees. Diversity, Equality, and Inclusion are firmly anchored in our corporate philosophy ‘La Maison’ and we strive to enable our employees to achieve both their professional and personal goals. We encourage internal career paths through individualized and competency-based training offers. We are firmly convinced that building diverse teams contributes to our sustainable success and is therefore the foundation of our corporate strategy.

This is a great opportunity to become part of the team. All applications will be treated with strict confidentiality.