Consulente Fiscale (Private Banking) - ref. 1117 — Cornèr Banca
- Ort
- Lugano
- Vertrag
- full-time
- Veröffentlicht
- vor 2 Tagen
Rollenüberblick
We are seeking an experienced Tax Advisor to join our Private Banking Division.
The successful candidate will serve as the technical point of contact for private and commercial clients residing in Switzerland and beyond, working closely with client advisors and the Swiss pension specialist to provide integrated, high-level wealth management advice.
The ideal candidate possesses in-depth knowledge of Swiss taxation and a strong aptitude for direct client consulting (“face-to-face”), combining technical expertise with interpersonal skills.
- We are seeking an experienced Tax Advisor to join our Private Banking Division.
- The successful candidate will serve as the technical point of contact for private and commercial clients residing in Switzerland and beyond, working closely with client advisors and the Swiss pension specialist to provide integrated, high-level wealth management advice.
- Key Responsibilities
- Client Consulting: Support clients on tax matters related to investments, wealth and estate planning, and corporate issues;
- Formazione: Laurea in Economia, Giurisprudenza o titolo equipollente. È preferibile il possesso di un Master in Fiscalità (o titolo equivalente di Esperto Fiscale).
- Competenze Tecniche: conoscenza approfondita e aggiornata del sistema fiscale svizzero (imposte dirette, successioni, donazioni, imposta preventiva, ecc.) e principi di diritto fiscale internazionale.
Hauptaufgaben
- Key Responsibilities
- Client Consulting: Support clients on tax matters related to investments, wealth and estate planning, and corporate issues;
- Interdisciplinary Collaboration: Work within the Tax and Pension Advisory Team in synergy with the colleague dedicated to pension advisory services to meet clients’ needs and requests, while also supporting Relationship Managers in analyzing and developing the client portfolio;
- Support operational services (PBBS) in managing and resolving issues related to Swiss and foreign tax certifications, liaising with the Federal Tax Administration (FTA) as needed;
- Manage, analyze, and validate, in consultation with the PBBS and in accordance with respective areas of expertise, tax certificates, ensuring their accuracy and regulatory compliance;
- Provide support to the Investment Strategy Team regarding the tax treatment of financial products, with particular focus on clients residing in Switzerland and, to a lesser extent, clients residing in markets relevant to the Bank;
- External network management: coordinate with external law and tax firms to handle complex cases, estate planning matters, and asset protection, and to refer clients to external specialists when necessary.
- Continuous professional development: constantly monitor developments in Swiss and international tax regulations, ensuring that the bank and colleagues remain up to date on relevant issues.
- Operational autonomy: Manage requests and projects independently, ensuring a high standard of service and confidentiality.
- Esperienza: comprovata esperienza pregressa in ambito fiscale, preferibilmente presso banche, fiduciarie o studi di consulenza fiscale con esposizione a clientela privata e commerciale.
Wichtige Anforderungen
- Formazione: Laurea in Economia, Giurisprudenza o titolo equipollente. È preferibile il possesso di un Master in Fiscalità (o titolo equivalente di Esperto Fiscale).
- Competenze Tecniche: conoscenza approfondita e aggiornata del sistema fiscale svizzero (imposte dirette, successioni, donazioni, imposta preventiva, ecc.) e principi di diritto fiscale internazionale.
- Lingue: Ottima padronanza di almeno due lingue nazionali (preferenza italiano/tedesco) e dell'inglese (scritto e parlato).
- Soft Skills: • eccellenti capacità comunicative e attitudine alla relazione con il cliente.
- spiccata predisposizione al lavoro di squadra e alla condivisione delle competenze.
- autonomia, orientamento ai risultati e massima discrezione.
- capacità di sintesi e di traduzione di concetti tecnici complessi in soluzioni comprensibili per il cliente.
- Residenza in Ticino o volontà di trasferimento
- Supportare i servizi operativi (PBBS) nella gestione e risoluzione di problematiche relative alle attestazioni fiscali svizzere ed estere, interfacciandosi quando necessario con l’Amministrazione federale delle contribuzioni (AFC);
- Fornire supporto al Team Strategia di Investimento nell’ambito della fiscalità dei prodotti finanziari con particolare riferimento alla clientela residente in Svizzera ed in via residuale a clientela residente in mercati rilevanti per la Banca;
- Gestione network esterno: coordinarsi con studi legali e fiscali esterni per la gestione di casi complessi, tematiche di pianificazione successoria, protezione patrimoniale e per indirizzare il cliente qualora fossero necessarie consulenze specialistiche esterne al perimetro bancario.
- Aggiornamento continuo: monitorare costantemente l’evoluzione della normativa fiscale svizzera e internazionale, garantendo l'aggiornamento costante della banca e dei colleghi sui temi rilevanti.
Bewerbungsprozess
- Bank Support: Requests for initial support may be submitted as needed regarding Swiss tax matters related to the application of withholding tax, VAT, and transaction stamp tax (non-exhaustive list) for the Corporate Center (Finance) and Markets Back Office services.
Weitere Details
- Languages: Excellent command of at least two national languages (preferably Italian/German) and English (written and spoken).
- Ability to synthesize information and translate complex technical concepts into solutions that clients can understand. Resident in Ticino or willing to relocate
Notizen und Originalinhalt
- Soft Skills:
- Ability to synthesize information and translate complex technical concepts into solutions that clients can understand.
- Resident in Ticino or willing to relocate
Fragen zu dieser Stellenanzeige
Welches Gehalt bietet Cornèr Banca für diese Stelle?
Cornèr Banca gibt CHF 49'500 - 75'000 brutto pro Jahr für diese Position in Lugano an. Dies ist das im Original-Inserat veröffentlichte Gehalt (oder, falls der Arbeitgeber keinen Betrag nennt, eine realistische Schätzung für Rolle und Branche) — der Rechner auf dieser Seite berechnet daraus Ihr tatsächliches Netto nach Grenzgänger-Steuer und Sozialabgaben.
Ist das eine Vollzeitstelle, und welchen Vertragstyp bietet Cornèr Banca?
Diese Stelle ist eine Vollzeit-Position. Der hier angezeigte Vertragstyp stammt direkt aus dem Original-Inserat des Arbeitgebers; klären Sie genaue Arbeitszeiten, Kündigungsfrist und Probezeit während des Bewerbungsprozesses mit Cornèr Banca, da diese Details auch innerhalb derselben Vertragskategorie variieren können.
Brauche ich als italienischer Grenzgänger die G-Bewilligung für diese Tessiner Stelle?
Ja, sofern Sie in Italien innerhalb der 20-km-Grenzzone wohnen. Der Schweizer Arbeitgeber beantragt die G-Bewilligung nach Vertragsunterzeichnung beim Migrationsamt des Kantons Tessin — die Erstausstellung dauert 2-6 Wochen, danach automatische jährliche Verlängerung, solange das Arbeitsverhältnis besteht. Eine wöchentliche Rückkehr zum italienischen Wohnsitz ist für den Status erforderlich.
Wie bewerbe ich mich für diese Stelle bei Cornèr Banca?
Nutzen Sie die Schaltfläche "Jetzt bewerben" auf dieser Seite — sie führt direkt zum Original-Inserat von Cornèr Banca unter jobs.corner.ch, sodass Ihre Bewerbung direkt im Bewerbermanagementsystem des Arbeitgebers landet. Frontaliere Ticino sammelt oder leitet keine Bewerbungen selbst weiter.
