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Stellenbeschreibung

Join our leading bank in Zürich to shape wealth planning solutions. Enjoy a supportive work environment with great career opportunities. Tasks Lead and develop a specialized team of 3 experts in tax matters. Advise clients on tax law, focusing on succession planning and real estate. Drive the evolution of tax consulting services and manage projects. Skills Higher education in tax expertise with several years of practical experience. Strong communication skills and empathy for sensitive situations. Ability to motivate and lead a team towards success. This job ad was AI-translated from German. See original About the job 80% - 100% | Wealth Planning | Zurich | Experienced professionals with budget responsibility, experienced professionals with personnel responsibility, experienced professionals with project responsibility As a leading bank in the Zurich economic area, we support our clients in all important life events around the topics of securing family, planning retirement, arranging inheritance, and tax planning. We are convinced that personal support in these matters makes an important difference in the customer relationship. In the role of Team Leader: Tax, you take responsibility for a specialised team and are the central contact person for sales. Together, you ensure that our clients are optimally cared for during sensitive life phases and can rely on our expertise. Your tasks Leading and developing an expert team with 3 employees Advising clients (natural and legal persons) on tax law, especially on tax issues related to succession arrangements, restructurings, and real estate transactions Exploiting existing business potential through needs-oriented and comprehensive advice Being responsible for the further development of the tax advisory service and actively participating in projects Representing and advocating for the team internally and externally Acting as the central contact person for sales on all tax-related questions Your profile Completed advanced professional training (certified tax expert, MAS Taxation or similar) Several years of practical and independent advisory experience in corporate and real estate tax law after completing professional training Enjoyment of intensive collaboration with colleagues from other specialist areas High advisory competence in dealing with demanding client situations and sensitive life phases Empathy, strong communication skills, and enjoyment in dealing with people characterise you With your winning, confident appearance, you motivate employees and lead them to success Very good German skills in spoken and written form, as well as good English skills desirable, any additional language is an advantage Our offer Motivated and cheerful team looking forward to you Exciting and diverse range of tasks with many networking opportunities in Wealth Planning and sales Your career is important to us as an employer. We accompany you on your path and support you with targeted offers Central workplace at our headquarters on Bahnhofstrasse with good transport connections and advisory assignments at our branch locations Flexible working hours, mobile working, and work-life balance are a matter of course for us We offer a collegial and appreciative collaboration at eye level with the opportunity to actively shape things Attractive overall package with variable remuneration as well as diverse benefits and discounts Patrik Weymann is happy to assist you. Phone: 044 292 27 65

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