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Simon Osterwalder Email & Phone Number
Wealth Planner (Tax)
at
UBS
1 work email found
@atag-pcs.ch
LinkedIn matched
✓ Verified August 2026
4 data sources
Profile completeness 100%
Who is Simon Osterwalder? Overview
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Quick answer
Simon Osterwalder is listed as Wealth Planner (Tax) at UBS, a with 28 employees, based in Basel, Switzerland. AeroLeads shows a work email signal at atag-pcs.ch and a matched LinkedIn profile for Simon Osterwalder.
Simon Osterwalder previously worked as Fachspezialist Steuern at Bank Cler and Tax Consultant at Aretas Tax Management Ag. Simon Osterwalder holds Master Of Laws - Llm, Tax Law/Taxation from Kalaidos Fachhochschule Schweiz.
Company email context
Email format at UBS
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{first}.{last}@atag-pcs.ch
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AeroLeads found 1 current-domain work email signal for Simon Osterwalder. Compare company email patterns before reaching out.
Profile bio
About Simon Osterwalder
Simon Osterwalder is a Wealth Planner (Tax) at UBS. He possess expertise in steuern, tax advisory, finanzanalyse, ifrs, steuerberatung and 23 more skills. He is proficient in Englisch and Schwedisch.
Listed skills include Steuern, Tax Advisory, Finanzanalyse, Ifrs, and 24 others.
Current workplace
Simon Osterwalder's current company
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Ubs
7 roles
Simon Osterwalder work experience
A career timeline built from the work history available for this profile.
Wealth Planner (Tax)
Current
Jan 2022 - Present
Fachspezialist Steuern
Mar 2019 - Jan 2022
Tax Consultant
Aretas Tax Management Ag
Comprehensive tax advisory services and guidance regarding all aspects of Swiss and international tax law for individuals and privately-owned companies. Proactive tax monitoring of private equity, investment planning, mergers & acquisitions, real estate and financing transactions.
Dec 2015 - Feb 2019
Corporate Financial Analyst (Tax)
IFRS reporting with special emphasis on tax planning, insurances, riskmanagement, financial assets and liabilities. Review of tax planning concepts. Evaluationof inter-company transactions and analysis of deferred taxes.
Oct 2013 - Nov 2015
Steuerberatung / Tax Consulting
Atag Private & Corporate Services Ag
Steuerplanung für inländische und ausländische Privatpersonen und privat gehaltene Gesellschaften sowie Nachfolgeplanung und deren steuerliche Aspekte.
Nov 2009 - Oct 2013
Wealth Management Nordic Markets
Ganzheitliche Betreuung wohlhabender skandinavischer Personen in sämtlichen Geldangelegenheiten in allen Lebensphasen – von Finanzierungsfragen über die Steueroptimierung bis zur Vorsorge- und Nachfolgeplanung.
Dec 2006 - Oct 2009
2 education records
Simon Osterwalder education
Master Of Laws - Llm, Tax Law/Taxation
Dipl. Betriebswirtschafter Hf, Betriebswirtschaft
Höhere Fachschule Für Wirtschaft (Hfw)
FAQ
Frequently asked questions about Simon Osterwalder
Quick answers generated from the profile data available on this page.
What company does Simon Osterwalder work for?
Simon Osterwalder works for UBS.
What is Simon Osterwalder's role at UBS?
Simon Osterwalder is listed as Wealth Planner (Tax) at UBS.
What is Simon Osterwalder's email address?
AeroLeads has found 1 work email signal at @atag-pcs.ch for Simon Osterwalder at UBS.
Where is Simon Osterwalder based?
Simon Osterwalder is based in Basel, Switzerland while working with UBS.
What companies has Simon Osterwalder worked for?
Simon Osterwalder has worked for Ubs, Bank Cler, Aretas Tax Management Ag, Dufry, and Atag Private & Corporate Services Ag.
Who are Simon Osterwalder's colleagues at UBS?
Simon Osterwalder's colleagues at UBS include Ethan Harro and Flloyd Rewa.
How can I contact Simon Osterwalder?
You can use AeroLeads to view verified contact signals for Simon Osterwalder at UBS, including work email, phone, and LinkedIn data when available.
What schools did Simon Osterwalder attend?
Simon Osterwalder holds Master Of Laws - Llm, Tax Law/Taxation from Kalaidos Fachhochschule Schweiz.
What skills is Simon Osterwalder known for?
Simon Osterwalder is listed with skills including Steuern, Tax Advisory, Finanzanalyse, Ifrs, Steuerberatung, Finanzberichterstattung, Management, and Tax.
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