Accountant with FA / Trustee – Inhouse Position Family Office

Accountant with FA / Trustee – Inhouse Position Family Office (60–100 %) The Role You will take over the accounting and finance for our holding company and several subsidiaries – independently, end-to-end, inhouse. A key role for someone who has been in the trust mandate business or as an inhouse accountant in a SME group and now wants to take on the responsibility for a manageable but substantial group structure without time pressure. About us Hawak Holding and CONPLIO Consulting are a Single Family Office in Feusisberg. We manage a holding structure with several investments and an impact investment arm (Lilly Capital AG). Small, powerful, entrepreneurially managed. Your tasks (focus approximately 70 % finance & trust / 30 % operations) Accounting & financial statements: Independent management of accounting for the holding company and several subsidiaries in bexio (general ledger, debtors/creditors, payment transactions, VAT). Preparation of interim and annual financial statements according to OR Taxes: Tax returns and declarations for our companies; VAT, withholding tax, and stamp tax; coordination with external tax experts Corporate law matters: Operational support for capital increases, restructuring, and liquidations – coordinated with lawyers and auditors HR administration: Payroll, social insurance, expenses, contracts – across multiple entities Operations & internal processes: Organizational hub in the office, coordination of external service providers, procurement Processes & tools: Active participation in shaping our digital tool landscape (Microsoft 365, bexio, automations) Your profile Commercial or business management training with a federal certificate in finance and accounting or trustee with a federal certificate; higher degrees (expert in accounting and controlling, trustee expert) are an advantage At least 7–10 years of experience in accounting as a mandate leader in trust or as an inhouse accountant in a SME group – this experience is mandatory for the role In-depth knowledge of CH tax topics for legal entities (VAT, withholding tax, stamp tax, income/capital tax) Experience with bexio or similar SME accounting software Experience with corporate law matters is an advantage Fluent in German, secure in English in word and writing Secure in Excel and Microsoft 365; open to modern tools and automation Independent, structured way of working and sovereignty, knowing when to involve external expertise Hands-on mentality Note: This role is an operational inhouse accounting and trust function – not an investment, fund, or wealth management position. What we offer CHF 110'000 – 140'000 (FTE) depending on experience and qualifications Independent key role with genuine design scope Flexible working hours 60–100 % and up to 50 % home office Established network of external partners (auditors, tax consultants, lawyers) for special topics Modern workplace with free parking in Feusisberg Flat hierarchy, short decision-making paths, entrepreneurial culture Application Send us your CV and a brief letter of motivation with desired working hours and start date. We look forward to your application. jidacd27e9jm jit0522jm jiy26jm