Fiduciary with Federal Diploma

Fiduciary with Federal Diploma If you have been managing mandates for several years, you know the daily routine. Annual financial statements. Tax returns. Deadlines. Inquiries. Administration. This is part of it. But you probably chose this profession because you wanted to advise entrepreneurs, develop solutions, and take on responsibility. At accoswiss, we create the freedom to do exactly that. We consistently digitize where processes can be automated, because we prefer to invest our time in demanding advisory services rather than repetitive tasks. We believe in individual responsibility instead of micromanagement, in technical expertise instead of hierarchies, and in people who like to think ahead. Perhaps this also suits you. Your task You independently manage your own mandate portfolio and are the first point of contact for your clients. You accompany SMEs, female entrepreneurs, entrepreneurs, and start-ups in all fiduciary matters and support them far beyond classic accounting. This includes, among other things: Management of your own client portfolio Preparation and review of annual financial statements, tax returns, as well as financial and payroll accounting Advisory in the areas of accounting, taxes, and corporate management Accompanying company foundations, restructurings, capital changes, and succession solutions Support and professional coaching of employees Co-shaping our digital processes and our further corporate development What we are looking for We are looking for someone who is technically strong, takes responsibility, and enjoys accompanying our clients. Ideally, you bring: Federal diploma in fiduciary services or an equivalent qualification at least three years of experience as a mandate manager profound knowledge in accounting and tax law enjoyment of direct client contact initiative, quality awareness, and entrepreneurial thinking What awaits you with us We do not promise you table football or a fruit bowl. Instead, we offer you an environment in which good work is appreciated. challenging SME mandates with direct client contact plenty of individual responsibility and short decision-making paths modern digital work processes a motivated team with high technical expertise regular professional development flexible working hours and home office 40-hour week attractive social benefits a modern office, from 2027 even air-conditioned in the Urbanen Papieri-Areal in Cham Why accoswiss? We have grown strongly in recent years without losing sight of our values. With us, you do not work for anonymous structures, but directly with the partners. We invest in people, promote further training, and give our employees the opportunity to develop professionally and personally. If you are looking for a place where you can take responsibility, contribute your knowledge, and continue to grow together with us, then we look forward to meeting you. Fancy an informal introduction? Then get in touch with us. Do you have questions about this position? Lüssi and Macor are happy to be available. jpidafe1d00jm jit0730jm jiy26jm