180 days ago on lotuspartners.ch

WEALTH TAX PLANNER ADVISOR

LOTUS Partners Sàrl

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 Please refer to JobSuchmaschine in your application

WEALTH TAX PLANNER ADVISOR

WEALTH TAX PLANNER ADVISOR

Our client is a Bank based in Geneva. We are looking for a:

 

WEALTH TAX PLANNER ADVISOR FOR THE IBERIAN MARKET

Descriptif de poste

  • Assist and advise independently the bank's clients and prospects on Iberian and related international tax issues;
  • Chair and / or participate regularly in client and prospect meetings;
  • Work alongside a wide variety of external specialists (including lawyers, notaries and other experts);
  • Build strong relationships with Relationship Managers;
  • Recommend and explain appropriate solutions to clients and prospects.

Profil recherché

  • Masters degree in law or economics ideally with a post-graduate qualification in tax law or expert tax diploma;
  • Up to 5 years of relevant experience either in consulting, a reputable law firm, one of the big four accountants or with the Spanish and / or Portuguese Tax Authorities;
  • A good knowledge of Iberian Civil/Corporate law;
  • Written and spoken fluency in English & Spanish are required with fluency in Portuguese an additional advantage;
  • Flexibility to travel both within and outside Switzerland;
  • Excellent communication skills with service and client oriented personality;
  • Able to think in an entrepreneurial manner both in terms of problem solving and business development opportunities;
  • Present in a competent and well thought out manner;
  • Exercise sound technical judgment and analytical skills;
  • Ability to work under pressure and in an independent way;
  • Team oriented personality with an open, creative, enthusiastic and flexible mind-set;
  • A wholly positive approach to the working environment;
  • Good and efficient personal administration and organisation;
  • A commercial approach to decision making and implementation.

All files will be treated with the utmost confidentiality


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Fabrice Tredinnick

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