Consulente Fiscale (Private Banking) - ref. 1117 — Cornèr Banca
- Location
- Lugano
- Contract
- full-time
- Posted
- Yesterday
Role overview
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.
Main responsibilities
- 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.
Key requirements
- 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.
Application process
- 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.
Additional 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
Notes and original content
- Soft Skills:
- Ability to synthesize information and translate complex technical concepts into solutions that clients can understand.
- Resident in Ticino or willing to relocate
Questions about this listing
What salary does Cornèr Banca offer for this role?
Cornèr Banca lists CHF 49'500 - 75'000 gross per year for this position in Lugano. This is the salary published in the original listing (or, when the employer omits a figure, a realistic estimate for the role and sector) — the calculator on this site converts it to your actual net take-home once cross-border tax and social contributions are applied.
Is this a full-time role, and what type of contract does Cornèr Banca offer?
This listing is a full-time position. The contract type shown here comes directly from the employer's original posting; always confirm exact hours, notice period and probation length with Cornèr Banca during the application process, since these details can vary by role even within the same contract category.
Do I need the G permit to apply for this role in Ticino as an Italian cross-border worker?
Yes, if you are resident in Italy within the 20 km border zone. The Swiss employer files the G-permit application at the Ticino cantonal migration office after the contract is signed — first issuance takes 2-6 weeks, then automatic yearly renewal for as long as the employment continues. Weekly return to your Italian home is required to keep the status.
How do I apply for this position at Cornèr Banca?
Use the "Apply now" button on this page — it links directly to Cornèr Banca's original listing at jobs.corner.ch, so your application goes straight to the employer's own applicant-tracking system. Frontaliere Ticino does not collect or forward applications itself.
