Junior Mandatsleiter/in Treuhand 80-100%
- Employment type
- Full-time
- Workload
- 80–100%
- Location
- Zug
- Company
- Schöpfer AG, Langgasse 47b, 6340 Baar
- Languages
- German (fluent)
- First posted
For a modern, digitized and growing fiduciary and advisory company, we are looking for a personality as Junior Mandatsleiter/in Treuhand.
Your tasks
- You will work closely with experienced Mandatsleitende and will be gradually introduced to independent mandate management
- Initially, you will manage your own portfolio with support and gradually independently, and you will be the first point of contact for your customers (SME mandates)
- You will accompany them in all fiduciary matters
- Client accounting mandates; preparation and review of annual financial statements
- Tax returns
- Managing payroll accounting mandates
- Advising in the areas of accounting, taxes and corporate management
- Accompanying company foundations, restructurings, capital changes and succession solutions
- Support in advisory mandates
- Preparation and increasingly independent conduct of customer meetings
- Co-designing digital processes
The goal: You will develop professionally and personally so that you are increasingly able to manage mandates independently and accompany your customers holistically.
Your profile
- Commercial basic training supplemented by specialist further training (federal diploma, university/FH degree) or currently in further training for this
- Some years of experience in the fiduciary industry
- You are committed, independent and proactive
- You appreciate a digital environment and are interested in it
- Enjoyment of direct customer contact
- Initiative, quality awareness and entrepreneurial thinking
- German is your native language or you have impeccable knowledge, it is an advantage if you bring English skills
- Your ideal age is between 22 - 40 years
Your benefits
- A great team in a positive atmosphere with appreciation
- Beautiful and modern offices
- 80-100% workload
- 40-hour week; flexible working hours and home office
- Lots of personal responsibility and short decision-making paths
- Modern digital work processes
- Active support with regular further education and training
- An interesting and broad field of activity, demanding mandates
- Regular team events
- Attractive social benefits
- Performance, commitment and power are appreciated and remunerated
- Opportunities for advancement
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