Tax expert: providers, schools, information, FAQs

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Are you interested in taxation? Are you looking for a suitable school for training / further education as a tax expert (HFP)? Here you will find suitable training providers and further information.

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Tax expert with federal diploma

The tax expert (HFP) supports companies and private individuals in tax matters or, if working in public administration, carries out audits of taxpayers and supervises the correct application of tax law. You are available to assist individuals and legal entities with questions on wealth and income taxation, capital and profit taxation. The field of work also includes topics such as VAT, stamp duty and, of course, tax law, so that he/she can provide taxpayers with the best possible advice.

 

Employment in public administrations, either as a tax commissioner or tax inspector, is an interesting possibility. The tax expert works for companies, among others, where he/she carries out audits, checks annual financial statements, completes tax returns and provides advice in the area of social insurance. Knowledge of business administration is a further prerequisite for working successfully in this field.

 

Find out more at Ausbildung-Weiterbildung.ch and have detailed documents sent to you so that you can find the right training provider for you.

Questions and answers

Tax experts with a federal diploma work in law firms, fiduciary companies, in industry, in multi-national corporations, for tax administrations, the tax justice system or on a self-employed basis.

Before taking the Advanced Federal Professional Examination (AFPE) for continuing education, further training as a tax expert, participants must have at least four years of professional experience in the tax administration or a private company in which they were entrusted with answering specialist questions in the field of tax consulting, two years of which must have been in Switzerland or the Principality of Liechtenstein.

 

In addition, only persons who have either a university degree (at least a Bachelor's degree) in economics, business administration, business law or Swiss law, a recognized business administration degree from a College of Higher Education in Business Administration, an Advanced Federal Professional Examination (AFPE) as an expert in accounting and controlling, fiduciary expert, fiduciary expert, auditor or a professional examination as a specialist in finance and accounting or fiduciary are admitted to the examination.

The tasks for a tax expert job are as follows:

  • Supporting and advising clients on transactions and financial control
  • Preparing tax returns and situation analyses for individuals and legal entities and reaching tax agreements (rulings) with the tax authorities
  • Client advice to minimize tax risks
  • Development of recommendations for action
  • Ideas for tax optimization
  • Carrying out internal and external audits
  • In public administration: ensuring the correct application of tax law, making assessments, dealing with appeals and representing the authorities before the legal authorities
  • Work as technical experts for tax administrations and tax courts

The following advanced courses follow on from the tax expert training:

  • Professional training at the Swiss Fiduciary School and the Swiss Institute of Certified Accountants and Tax Consultants
  • Postgraduate courses at colleges of higher education and universities of applied sciences such as: Dipl. Leiter/in Finanzen und Dienste NDS HF, Dipl. Finanzexperte/-in NDS HF

As a tax expert with a diploma, you acquire the following skills:

  • Personnel management skills
  • Employment in senior management
  • Great expertise in the company
  • Competencies far beyond the technical level

After successfully completing the examination and diploma thesis, graduates are awarded the federally recognized title of "Certified Tax Expert".

In addition to a diploma thesis to be written in advance, the following subjects are examined in the Advanced Federal Professional Examination (AFPE) to become a certified tax expert:

  • Value added tax
  • Corporate tax law
  • International tax law
  • Taxes on natural persons
  • BUSINESS STUDIES
  • Law
  • Criminal tax law and tax procedural law

A federally certified tax expert has the following responsibilities:

  • Upper squad
  • Great responsibility in technical and personnel matters
  • Responsibility as technical experts
  • Responsible for subordinate personnel

You can expect it to take around three and a half years to complete the continuing education, further training to become a tax expert.

Redaktionelle Leitung:

Stefan Schmidlin, Bildungsberatung, Content-Team Modula AG

Quellen

Website des Schweizerischen Sekretariats für Bildung, Forschung und Innovation SBFI , Website www.berufsberatung.ch (offizielles schweizerisches Informationsportal der Studien-, Berufs- und Laufbahnberatung) sowie Websites und anderweitige Informationen der Berufsverbände und Bildungsanbieter.

Erfahrungen, Bewertungen und Meinungen zur Ausbildung / Weiterbildung

Preview of the video «4 Schritte zur richtigen Weiterbildung»

Haven't found the right training or further education yet? Benefit from educational advice now!

Further training is not only important in order to maintain or increase professional attractiveness, investing in training or further training is still the most efficient way to increase the chances of a pay rise.

The Swiss education system offers a wide range of individual training and further education opportunities - depending on your personal level of education, professional experience and educational goals.

Choosing the right educational offer is not easy for many prospective students.

Which training and further education is the right one for my path?

Our education advisory team will guide you through the "education jungle", providing specific input and relevant background information to help you choose the right offer.

Your advantages:

You will receive

  • Suggestions for suitable courses, seminars or training programs based on the information you provide in the questionnaire
  • An overview of the different levels and types of education
  • Information about the Swiss education system

We offer our educational counseling in the following languages on request: French, Italian, English

Register now and concretize your training plans.

Sofort zur richtigen Weiterbildung

Address:
Stauffacherstrasse 1
8004 Zürich
EXPERTsuisse AG - Certified tax expert
EXPERTsuisse, the expert association for auditing, tax and fiduciary services, is the No. 1 training partner for the auditing and consulting industry.

Education with a system: Auditing and tax expertise

EXPERTsuisse's newly developed modular vocational training system is based on the blended learning concept and combines traditional face-to-face events with state-of-the-art media-based forms of learning. The concept enables learning, communication and knowledge management independent of time and place. It combines the effectiveness and flexibility of media-based learning content with the social aspects of face-to-face communication.
Region: Aargau, Basel, Bern, Ostschweiz, Tessin, Westschweiz, Zentralschweiz, Zürich
Sites: Zürich, Epalinges

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