Hi, What are your specific questions? From what you describe I do not think your situation is so out of the norm as there are a lot of folks working for international companies in CH having options and RSUs.
The are a couple of details making my situation less typical, that I didn’t want to bother the forum with - for example, my employer not having a Swiss entity. This is why my intent was to mostly ask here “How to choose an advisor?”, not necessarily "How to tax-optimize my specific situation which is ".
In general options should be taxed as income when granted and added to wealth.
That’s the opposite of what my current tax advisor told me - that vested but unexercised options are not subject to wealth tax. I will look further into that.
For the rest of us in my opinion it makes more sense to spend our own time to inform ourselves.
Unfortunately while you do get a fairly good idea of how things should work in general from various articles or forum links, if you can’t read and interpret the corresponding Steuerpraxis in Deutsch (for the cantons relevant to me) - and I can’t - it’s probably a good idea to get a tax advisor to answer all your questions. And my personal preference is to not share my interpretation first, just to be sure not to bias them, so it’s a full-blown engagement then. That’s just how I look at it, of course.
Someone already suggested to contact your tax office, their advice is “free” and in my experience they are usually very friendly and helpful
They have been outstandingly helpful and friendly in my case. They however did not feel very qualified to answer the first 1-2 detailed questions I had, so I did not feel very comfortable continuing to target my questions to them instead of someone that is paid to research and find the answers.
Another option could be to try a local fiduciaire (think it is Treuhander in German) and ask them if they have experience of tax declarations for options.
Awesome, thank you, I will look into that.
I suspect I would have needed a Director at least - but then you might be looking at daily rates of 2000 CHF+ , that’s assuming they even get out of bed for you…
We are talking 500-750 CHF per hour for one of the big 4 (from my own experience - so those are actual prices)
My data points were 2200 EUR w/o VAT for 30 min conversation with a Sr Manager and a Manager, where I mostly describe my situation and ask my questions, and then they research it and email back a response to me. Alternatively 900 CHF w/o VAT for a one-shot discussion with an unspecified “Swiss team”, which I suspected to be exactly what you described - a couple of junior associates who won’t be sending back a written (and therefore legally significant) advice - which is why I declined it too.