Mandate Manager Fiduciary with an affinity for IT

For a modern, digitized, and established consulting company in the Zug region, we are looking for an experienced personality who wants to use their expertise in a targeted manner and simultaneously take the next step in their development.

Your tasks

• You independently manage a diverse, exciting portfolio of national and international fiduciary mandates, specifically using modern digital tools and contributing to designing processes efficiently and in a future-oriented manner
• You are responsible for financial and payroll accounting and accompany your mandates holistically
• You prepare monthly, quarterly, and annual financial statements including meaningful reporting
• As a direct contact person, you advise your clients on technical questions and develop suitable solutions together
• You maintain existing customer relationships and contribute to long-term customer loyalty through your professional advice
• With your experience, you provide advisory support to employees on demanding technical topics and actively share your knowledge
• You participate in projects
• You take over internal IT responsibility and continuously optimize processes

Your profile

• Several years of professional experience in the fiduciary sector
• Enjoyment of demanding customer consulting and direct customer contact
• A completed higher professional education, for example as a dipl. Treuhandexperte/in, dipl. Wirtschaftsprüfer/in or dipl. Experte/in in Rechnungslegung und Controlling
• Strong interest in modern, digital ways of working
• Confident handling of Abacus and MS Office
• Proficient German as well as good English skills
• Independent and solution-oriented way of working
• Entrepreneurial thinking and a high awareness of quality
• Enjoyment in taking on responsibility and passing on knowledge within the team

Your advantages

• You work with different companies and questions and receive the opportunity to use your specialist knowledge extensively.
• You are not only responsible for numbers, but act as a competent contact person and sparring partner for your customers.
• Your experience is in demand: You support colleagues on demanding topics and can actively pass on your knowledge.
• Modern technologies and efficient processes are part of everyday work. Digitalization is understood as an opportunity, not as an end in itself.
• The company invests specifically in the professional and personal development of its employees and also supports external continuing education.

-Flexible working hours, a contemporary infrastructure and a collegial environment create the framework for independent and professional work.