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Find

BUSINESS TAX & WEALTH ADVISOR  

Site

Switzerland, Ticino, Luganese

Sector:

Consulting

Role:

Accounting / Banking / Finance

Date of last update: 16/04/2026

activities 

Job description

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Per studio fiduciario e di consulenza di Lugano selezioniamo un

BUSINESS TAX & WEALTH ADVISOR

Responsabilità principali

  • Consulenza su assetti societari, governance e strutture di gruppo
  • Gestione diretta di relazioni con imprenditori e famiglie imprenditoriali
  • Attività di wealth advisory e pianificazione patrimoniale
  • Supporto a passaggi generazionali e succession planning
  • Utilizzo della fiscalità come leva strategica per decisioni aziendali
  • Partecipazione a operazioni straordinarie (M&A, fusioni, scissioni, cessioni)

Profilo richiesto

  • Laurea in economia e/o diritto, con specializzazione in fiscalità svizzera
  • 8–10 anni di esperienza maturata in:
    • fiduciaria strutturata
    • studio legale/fiscale
    • corporate advisory
  • Esperienza consolidata con:
    • imprenditori
    • PMI strutturate
    • clientela HNWI

Lingue

  • Italiano: madrelingua
  • Inglese: professionale
  • Tedesco: plus

View details

Type of contract: Permanent job

Skills required

consulenza fiscale

dichiarazioni fiscali

diritto fiscale

fiscalità svizzera

trust patrimoniale 

consulenza finanziaria

 

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