Critères de l'offre
Métiers :
- Tax assistant
Expérience min :
- débutant à 2 ans
Secteur :
- Building & Construction
Diplômes :
- BA (Bachelor of Arts) / BSc (Bachelor of Science)
Compétences :
- German
- English
- French
- Legal
Lieux :
- Geneva
Conditions :
- Permanent contract
- Full Time
L'entreprise : Michael Page
Our client is a private bank in Geneva.
Description du poste
To assist the Head of Wealth Solutions with:
1. Tax Planning and Strategy:
- Develop and implement effective tax planning strategies for private banking clients to optimise financial outcomes.
- Stay abreast of changes in tax laws and regulations to ensure compliance and provide proactive advice.
2. Client Consultation:
- Provide personalised tax advice to high-net-worth clients, addressing their individual needs and financial objectives. Including cross-boarder advice and wealth transfers optimisation.
- Collaborate with Relationship Managers to integrate tax planning into overall wealth management strategies.
3. Compliance and Reporting:
- Ensure compliance with Swiss tax laws and regulations for private banking activities.
- Prepare and review tax returns, ensuring accuracy and adherence to deadlines.
- Educate client on the topic and updates
Description du profil
Qualifications:
- Bachelor's degree in Law or related field. Legal certifications or ongoing legal studies are a plus.
- Ideally, 1-2 years of experience as a paralegal or in a legal support role.
- Knowledge or experience in tax and LPP pension planning is highly desirable.
- Perfect knowledge of MS Office
- French and English is mandatory; German a big plus.
Skills and Competencies:
- Strong organisational skills with attention to detail.
- Excellent written and verbal communication skills.
- Ability to manage multiple tasks and prioritise responsibilities effectively.
- entrepreunarial mind with the capacity to handle big projects.
- Proficient in legal research and analysis.
- Familiarity with legal software and databases.
Référence : JN-112023-6263006_MP_CH