Fiduciary & Tax Clerk, 60–100 %
- Employment type
- Full-time
- Location
- Wetzikon
- Company
- Willi & Partner AG, Bahnhofstrasse 66, 8620 Wetzikon ZH
- First posted
Fiduciary & Tax Clerk, 60–100 %
Experience counts more than titles.
We are an established, medium-sized fiduciary group in the Oberland with over 60 years of experience.
We support entrepreneurs, SMEs, and private individuals from various industries personally, professionally, and in a solution-oriented manner.
To strengthen our team, we are looking for an experienced personality who knows the fiduciary craft from practice, likes to work independently, and enjoys supporting demanding client mandates together with an experienced mandate manager.
This position is deliberately not a mandate manager function. You will take responsibility for your tasks and process them independently, carefully, and on time.
The overall and final responsibility for the mandate lies with the mandate manager.
Those who want to develop professionally and personally and later take on additional responsibility will find very good development opportunities with us.
Your tasks
Independent management of financial accounting for SMEs and self-employed individuals
Preparation of VAT returns
Management of payroll accounting including social security statements and wage statements
Processing of tax returns for natural persons
Processing of tax returns for legal entities
Preparation of interim and annual financial statements
Support of the mandate manager in the holistic support of our customers
Direct contact with customers, authorities, and insurance companies
Optional: Participation in limited audits
Your profile
You have practical experience in the fiduciary sector and are able to process the mentioned tasks largely independently.
Particularly important to us are:
Several years of practical experience in fiduciary services (fiduciary apprentices are also welcome)
Confidence in managing financial accounting
Experience with VAT returns
Experience in payroll accounting
Experience with tax returns for natural and legal persons
Experience in the preparation of interim and annual financial statements
Independent, structured, and reliable way of working
High quality standards and careful handling of deadlines
Flexibility and willingness to pitch in together with the team during intensive work phases
Enjoyment of numbers, customer contacts, and business management contexts
Passion for the profession and the will to develop professionally
Stylistically confident German skills in speaking and writing
Team-oriented and professional appearance
A federal diploma or other higher vocational training is welcome, but not a requirement.
Decisive for us are your practical experience, your quality of work, and your personality.
Knowledge of Abacus and Dr. Tax is an advantage.
What awaits you with us
A varied activity with diverse SME mandates
Independent work without sole overall responsibility for the mandates
Professional support through experienced mandate managers and specialists
Direct customer contact and short decision-making paths
Clear development and further training opportunities
Perspective for taking over your own mandates later, if this is desired
Opportunity to participate in limited audits
A small, collegial, and performance-oriented team
Modern office infrastructure
Working with Abacus and Dr. Tax
Flexible working time model with annual working hours
Workload between 60 and 100 percent
Central workplace in the Oberland
Free parking
What is important to us
We are looking for a personality who does not merely process tasks, but takes responsibility for their own work, thinks ahead, and has a high standard of quality and reliability.
Independent working should not only be possible for you, but expressly desired. At the same time, the mandate management and our expert team are at your side for professional questions.
We value people who are flexible, enjoy their work, and maintain an overview as well as their positive attitude even in more intensive phases.
Interested?
Then we look forward to you contacting us or applying.
Do you bring experience, want to work independently, and are looking for a long-term perspective?
Then we should get to know each other. jpid22da3e1jm jit0731jm jiy26jm
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Posted 1 week ago