Profil professionnel
Vue d'ensemble
Expérience
Formation
Compétences
Languages
Key Projects & Additional Responsibilities
Chronologie
Generic
Kelly  Novais

Kelly Novais

Senior Swiss Tax & Global Mobility Tax Specialist
Yverdon-les-Bains

Profil professionnel

Experienced Global Mobility and Swiss Individual Tax professional with over 13 years of experience gained across both the Swiss Tax Administration and the private sector.

After nearly 10 years within the Canton of Vaud authorities, I joined Vialto Partners where I currently support local and internationally mobile employees with Swiss tax compliance and cross-border mobility matters.

My background combines deep technical expertise in Swiss individual taxation with practical experience in global mobility, client relationship management and team training.

Recognized for strong analytical skills, technical expertise, and the ability to translate complex tax matters into practical solutions for both clients and colleagues.

Vue d'ensemble

13
13
years of professional experience
2
2
years of post-secondary education

Expérience

Senior Associate

Vialto Partners
Geneva
2022.08 - Actuel
  • Managed Swiss Individual tax compliance for local and internationally mobile employees.
  • Reviewed and Signed complex Swiss tax returns for local and internationally mobile employees across multiple cantons.
  • Trained and mentored junior members.
  • Delivered intensive training program for six new team members during an international assignment.
  • Managed multiple deadlines and client portfolios while maintaining high-quality standards.
  • Conducted tax briefings and explained complex Swiss Tax implications to local and internationally mobile employees.

Tax Specialist

Direction Générale de la Fiscalité / Etat de Vaud
Lausanne
2018.10 - 2022.07
  • Reviewed and assessed complex individual income and wealth tax returns.
  • Conducted tax audits and investigations including voluntary disclosure and tax regularization procedures.
  • Managed objections and tax dispute procedures.
  • Represented the tax authority during taxpayer interviews.
  • Provided technical guidance regarding Swiss tax legislation.

Tax Officer

Office d'impôt du Gros-de-Vaud / Etat de Vaud
Echallens
2013.01 - 2018.09
  • Assessment and review of individual tax returns.
  • Taxpayer support services.
  • Mentored and trained apprentices and junior employees.
  • Management of objection procedures.

Commercial Apprentice

Office d'impôt du Jura-Nord Vaudois
Orbe
2009.08 - 2012.08
  • Supported the processing of individual tax returns and taxpayer files.
  • Assisted taxpayers through telephone and front office support.
  • Managed administrative correspondence and tax related documentation.
  • Contributed to payment plan and collection procedures

Formation

Federal Diploma CSI IIA - Swiss Taxation

WKS KV Bildung
Bern
2021.03 - 2021.09

Federal Diploma CSI I - Swiss Taxation

WKS KV Bildung
Bern
2014.09 - 2015.03

Professional Baccalaureate - Business Administration

Centre Professionnel du Nord Vaudois
Yverdon-les-Bains
2012.08 - 2013.08

Compétences

  • Swiss Individual Taxation

  • Global Mobility

  • Cross-Border Taxation

  • Client Relationship Management

  • Training & Mentoring

Languages

French
Langue maternelle
English
Bilingue
German
Intermédiaire (B1)
Italian
Intermédiaire
Portuguese
Notions

Key Projects & Additional Responsibilities

Technical Training & Team Development

  • Designed and delivered technical training sessions for junior team members on Swiss individual taxation, tax return preparation and tax briefing procedures.
  • Mentored and supported junior professionals in developing technical tax knowledge and client-facing skills.
  • Provided ongoing guidance and quality control through the review and finalisation of Swiss tax returns.

International Assignment - Morocco (2025-2026)

  • Selected for two international assignment to support the onboarding and development of six newly hired team members.
  • Delivered intensive training on Swiss individual taxation, Swiss social security regulations and tax return preparation processes.
  • Developed training materials and practical case studies to accelerate technical proficiency and operational readiness.
  • Acted as a key technical resource, providing coaching, mentoring and day-to-day support throughout the training program.

Chronologie

Senior Associate

Vialto Partners
2022.08 - Actuel

Federal Diploma CSI IIA - Swiss Taxation

WKS KV Bildung
2021.03 - 2021.09

Tax Specialist

Direction Générale de la Fiscalité / Etat de Vaud
2018.10 - 2022.07

Federal Diploma CSI I - Swiss Taxation

WKS KV Bildung
2014.09 - 2015.03

Tax Officer

Office d'impôt du Gros-de-Vaud / Etat de Vaud
2013.01 - 2018.09

Professional Baccalaureate - Business Administration

Centre Professionnel du Nord Vaudois
2012.08 - 2013.08

Commercial Apprentice

Office d'impôt du Jura-Nord Vaudois
2009.08 - 2012.08
Kelly NovaisSenior Swiss Tax & Global Mobility Tax Specialist