Mandate Manager Fiduciary with Federal Diploma 80-100%
- Employment type
- Full-time
- Location
- Uetikon am See
- Company
- Schöpfer AG, Langgasse 47b, 6340 Baar
- Languages
- German (fluent)
- First posted
Our client is an established, owner-managed fiduciary company.
Your tasks:
- Independent management of client mandates
- Maintaining client accounting
- Preparation of interim and annual financial statements
- Review tasks
- Payroll accounting including payroll administration
- Preparation of VAT returns
- Preparation of complex tax returns for natural and legal persons
- Direct advice and support for SME and private clients
- Advice on general fiduciary matters and support in legal matters
- Participation in audit mandates
- Collaboration on internal and external special projects
- Support with incorporations, restructurings and other fiduciary topics
- Collaboration in the further development of internal processes
Your profile:
- Commercial basic training supplemented with specialist further training in the fiduciary or finance sector (federal diploma or in training for one)
- Several years of professional experience in the fiduciary business as well as in mandate management
- Enjoyment of direct customer contact and advisory-related activities
- Independent, structured and responsible way of working
- Proficient German, English skills an advantage
- Team-oriented, open and reliable personality
What awaits you:
- Varied mandates with a high degree of personal responsibility
- Personal, collegial working environment with short decision-making paths
- Young, motivated team and pleasant working atmosphere
- Support for further education and professional development
- Attractive, easily accessible workplace near the lake (public transport and parking available)
Automatically translated from the original.
Posted 7 weeks ago