Client Manager Fiduciary with Option for Partnership
- Employment type
- Full-time
- Location
- Zürich
- Company
- Sotra Agency GmbH, 8002 Zürich
- First posted
\=\> Applications must be submitted exclusively via jobs.ch.
\=\> Les candidatures doivent être soumises exclusivement via jobs.ch.
\=\> Applications must be submitted exclusively through jobs.ch.
Client Manager Fiduciary with Option for Partnership
You are already independently managing fiduciary mandates and desire the next career step – with more responsibility, development prospects, and a long-term partnership?
For several established and high-growth fiduciary companies in German-speaking Switzerland, we are looking for experienced Client Managers who wish to bring their technical expertise to an entrepreneurial environment.
Your role:
In this position, you will take over the independent management of demanding SME mandates and act as the direct contact person for your clients in all fiduciary matters. Depending on experience, there is the possibility to take on additional leadership responsibility and actively participate in the further expansion of the location.
Your main tasks
Independent management of national and international mandates (SMEs from various industries)
Technical and personnel leadership, coaching, and further development of a team of fiduciary specialists (depending on seniority)
Management of financial accounting as well as preparation of interim and annual financial statements
Preparation of VAT returns and tax returns for natural and legal persons
Advising clients on business and tax matters
Your profile
Several years of professional experience in fiduciary services (mandatory)
Further training as a fiduciary with a federal diploma or currently in training for this (advantageous)
Independent, structured, and mandate-oriented way of working
Enjoyment of direct client contact and long-term mandate relationships
What awaits you
Clear and realistic partner perspective (depending on experience)
Long-term development opportunities in a stable fiduciary structure
Independent working with a large degree of freedom
Attractive employment conditions including home office
Market-rate salary
Appreciative corporate culture with short decision-making paths
Note: We manage several discrete mandates at established fiduciary firms. We would be pleased to jointly assess which position fits you optimally both professionally and culturally. jidc605ff0jm jit0311jm jiy26jm
\=\> Applications must be submitted exclusively via jobs.ch.
\=\> Les candidatures doivent être soumises exclusivement via jobs.ch.
\=\> Applications must be submitted exclusively through jobs.ch.
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Posted 1 week ago