Finance
Develop a structured understanding of Swiss taxation and its relevance to individuals, businesses and HR teams. The course connects direct taxes, VAT and administrative procedures through practical cases. Learn to organise relevant facts, recognise cantonal differences and understand the limits of a general assessment before applying information to a real situation.
Request informationYOUR PROGRAMME AT A GLANCE
For individuals & organisationsWe agree a start that fits your professional and personal commitments.
OSAM certificates: according to your starting level and learning goals. Company group programmes are usually planned in days or half-days.
Synchronous teaching. Both formats include the OSAM platform for course materials and organisational information.
From an eduQua-certified institution.
An individual quotation confirms the programme, delivery format and applicable fees.
Highly personalised teaching with experienced practitioners working at a high professional level.
FROM KNOWLEDGE TO CAPABILITY
Finance, fiduciary and HR professionals, business owners and interested practitioners.
YOUR LEARNING JOURNEY
These modules form the core programme. Where useful, we refine the emphasis, examples and learning activities to reflect your professional context, starting point and objectives.
Distinguish the responsibilities of the Confederation, cantons and municipalities and classify direct and indirect taxes. Explore tax liability, taxable subject matter and assessment bases through accessible examples. Build a framework for directing a new question to the appropriate authority rather than relying on a general assumption.
Examine common income and wealth situations and the role of deductions and supporting evidence. Record residence, household circumstances and employment as separate facts. Exercises demonstrate why a dependable assessment requires complete information and a review of the rules applicable in the responsible canton.
Compare the basic tax questions arising for sole traders and incorporated businesses. Focus on accounting versus taxable profit, business expenses and the separation of private costs. Analyse executive remuneration cases without presenting a particular planning arrangement as a universal solution for every owner-managed company.
Develop an enquiry sequence covering VAT liability, supplies, invoice information and reporting. Domestic and international transactions raise different questions. Use Federal Tax Administration materials to check whether guidance is current, record uncertainty and identify the further work needed before an actual filing or transaction.
Organise tax-relevant payroll information and examine the interface between payroll administration and withholding tax. Treat cross-border and intercantonal situations as cases requiring coordination. Responsibility, certificates and fact-finding take priority over attempting to offer one universal answer for every employee or working arrangement.
Read a simplified assessment, assemble supporting documents and distinguish an information request from a correction or formal appeal. Develop a control schedule for responsibilities and deadlines. In the final case, prepare a reasoned question for the relevant authority or an appropriately qualified tax adviser.
THE PEOPLE BEHIND YOUR PROGRESS
Educational direction, subject expertise and adult learning support. Your final trainer assignment is confirmed in your proposal.
DIRECTOR’S PERSPECTIVE
Managing Director
Simon Pawolleck provides OSAM’s overall direction. The focus is on relevant skills, a clear learning structure and personal support that connects professional ambitions with practical progress.
EXPERT’S PERSPECTIVE
Partner and tax specialist
Ralf Pawolleck brings the programme’s subject expertise into focus. The educational approach connects a structured foundation with practical situations, relevant exercises and feedback aligned with your professional objectives.
ADULT LEARNING & ANDRAGOGY
Head of Adult Learning
Federal Diploma of Higher Education in Adult Education
Sandrine Mélé oversees the adult learning approach: coherent progression, active participation and learning methods that take account of prior experience. She supports a structured, practical and human approach to developing competence.
Active at a high professional level, selected against demanding criteria.
Developing the skills of their employees with OSAM.
An experience centred on the people who learn with us.
Personal career goals. Shared organisational priorities.
SERI / SEFRIeduQua-certified institution. Federal qualifications listed by SERI in selected pathways.
TRUST, BUILT THROUGH EXPERIENCE
From ambitious individuals to established organisations. Discover some of the companies that work with OSAM.
LEARNERS’ VOICES
OSAM Google review rating
As displayed on the OSAM website, 4 November 2026.View Google reviews“Patient teaching and very engaging lessons.”
“Excellent quality and personalised practical scenarios.”
GOOD TO KNOW
Finance, fiduciary and HR professionals, business owners and interested practitioners. The programme is available to private individuals and organisations, including company teams. OSAM welcomes learners living or working in Switzerland as well as international participants joining live online.
OSAM is an eduQua-certified continuing education institution. An OSAM certificate documents the learning agreed for your programme; eduQua is a quality label for the institution, not federal recognition of every individual course.
OSAM’s work connects individual professional development with the needs of companies in Switzerland and internationally. Client references and learner reviews below offer a practical view of that work.
You develop skills you can apply in real situations, with guidance from experienced practitioners and access to learning materials on the OSAM platform. The programme focuses on these outcomes:
Yes. We start with the established programme and refine the emphasis, practical cases and learning support where useful. Adjustments take account of the individual or company’s professional context, existing skills and goals. The agreed programme is confirmed before enrolment; federal examination requirements remain binding where applicable.
For the OSAM certificate, contact us to review your current level, prior experience and objectives. We will confirm the appropriate entry requirements and any recommended preparation.
No. It teaches methods and foundations. A return, appeal or cross-border arrangement requires an individual assessment of the full circumstances and applicable rules.
Yes. The course identifies where cantonal responsibilities and rules matter. More detailed work on particular cantons is agreed according to your needs.
No. Exercises concern specified cases. Practical application always requires checking the relevant tax year and the current official materials.
YOUR CAREER, IN PERSPECTIVE
Depending on your experience and qualifications, this subject can support development in the following professional directions.
Explore Swiss salaries on SalariostatYOUR NEXT STEP
Tell us where you want to go. Together, we will define the learning journey that gets you there.
info@osam-academy.com+41 31 528 01 28