Tax & Financial-Planning Expert (100% or fractional)

h3Tax Financial-Planning Expert (100% or fractional) /h3pbPosition code: /b VAC-09bContract: /b Permanent, or a fractional / advisory arrangement (see "Engagement model")bWorkload: /b 100%, or fractionalbLocation: /b Zürich Binz (two S-Bahn stops from Zürich HB); hybrid, with abouthalf of the week together in the officebReports to: /b CEO /ph3About True Wealth /h3pTrue Wealth is one of Switzerland's leading digital wealth managers — CHF 3.4bnunder management, 50,000 clients, with a FINMA licence as an asset managerincluding assets of occupational pension schemes. We are building a digitalfinancial- and retirement-planning service inside the True Wealth app, and weare looking for the expert who will own the quality of the advice it gives. /ph3The role /h3pYou are the authority on whether a financial plan is right. You define whatsound advice looks like, validate it, and stand behind it. Your expertise iswhat lets us deliver digital financial plans that our clients — and we — canrely on. This is a substantive, senior role at the heart of a new product, nota back-office review function. /ph3What you will own /h3ullibDefine correct vs. incorrect advice. /b Author and maintain the worked,validated reference cases that set our standard for sound planning. /lilibCurate the planning knowledge base. /b Own the tax and pension knowledge theservice is built on, and its annual update across federal, cantonal, andcommunal rules — all 26 cantons. /lilibQuality‑assure the output. /b Review the plans the service produces, diagnosewhere they fall short, and raise the standard. /lilibOwn the rationale. /b Ensure every recommendation can be explained to aclient in plain language — why this course, for this person. /lilibValidate the tax logic. /b Check the cantonal tax computations against eachcanton's official calculation, and specify the logic precisely enough to beimplemented and tested. /lilibMeet the bar. /b Ensure our advice meets the relevant regulatory andprofessional standards. /li /ulpDepending on your profile and ambition, you may also own procurement of the taxand financial data the service relies on. /ph3Your profile /h3pYou combine two distinct lines of Swiss professional authority. /ppbRequired /b /pulliExperience as bthe tax reference — second- or third-level support — inside afinancial-planning or private-banking function /b: the person colleaguesescalate the hard cases to. /lilibRigour and precision. /b You can turn judgement into explicit, testable rulesrather than intuition that lives only in your head. /lilibFluent German and English. /b /li /ulpbWe also value /b /pulliA blegal background /b or strong legal fluency in Swiss tax and pension law. /lilibQuantitative and structural acumen /b — comfort with the mathematical andstructural reality of what financial planning boils down to: models,parameters, and edge cases, and the discipline to specify them unambiguously. /lilibComfort working alongside modern tooling and engineers. /b You are curiousabout how our systems reason, and you want to shape the product — notsupervise it grudgingly. /lilibSwiss German /b — a plus, not a requirement. /liliFamiliarity with US withholding-tax and QI/FATCA documentation requirements. /li /ulpYou do not need to have launched a digital product, and you do not own theinvestment models or portfolio approach (those sit elsewhere in the firm). Youneed deep, defensible expertise and the will to make it usable at scale. /ph3Engagement model /h3pWe are open to a bfull-time (100%) /b hire, and equally to a bfractional or advisory /b arrangement if that suits you. Whichever the shape, we need enoughresponsiveness that planning decisions are never left waiting on this role.Tell us in your application which arrangement you have in mind. /ph3Why True Wealth? /h3ulliReal influence on a first-of-its-kind product, and a culture free frombureaucracy. /liliYour expertise becomes the standard a whole service is measured against. /liliModern tooling as a daily part of the workflow, and engineers who want tounderstand your reasoning. /liliHighly motivated and experienced colleagues. /liliModern office in Zürich Binz, flexible hours, and a hybrid setup with abouthalf of the week together in the office. Our values: truewealth.ch/culture . /li /ulh3Ready to Apply? /h3pbPlease note: /b you must hold a valid Swiss work permit to be eligible (or be an EU/EFTA national willing to relocate to Zurich). /ppIf this sounds exciting, we'd love to hear from you. /p #J-18808-Ljbffr