Mandate Manager Fiduciary with Federal Diploma 80-100% / Permanent
- Employment type
- Full-time
- Location
- Oetwil am See
- Company
- Schöpfer AG, 8618 Oetwil am See
- First posted
Mandate Manager Fiduciary with Federal Diploma 80-100% / Permanent
Introduction
40 years of experience make the AG an absolute expert in the field of personnel consulting and personnel recruitment. We specialize in the areas of fiduciary/auditing/taxes as well as finance and accounting and look forward to actively supporting you in your next career step.
Are you looking for an environment in which you can manage mandates holistically and where personal customer contact is central? In this position, you will take responsibility for your own portfolio and work closely with a regionally anchored clientele. Our client is an established, owner-managed fiduciary company with short decision-making paths and a family-like corporate culture.
Type of work
Independent management of client mandates
Maintaining client accounting
Preparation of interim and annual financial statements
Review tasks
Payroll accounting including payroll administration
Preparation of value-added tax 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 foundations, restructurings, and other fiduciary topics
Participation in the further development of internal processes
Requirement profile
Commercial basic training supplemented by specialist further training in the fiduciary or finance sector (Federal Diploma or in training for it)
Several years of professional experience in the fiduciary sector as well as in mandate management
Enjoyment of direct customer contact and consulting-oriented activities
Independent, structured, and responsible way of working
Confident German, English skills an advantage
Team-oriented, open, and reliable personality
What awaits you:
Varied mandates with high individual responsibility
Personal, collegial working environment with short decision-making paths
Young, motivated team and pleasant working atmosphere
Support for further training and professional development
Attractive, easily accessible workplace near the lake (public transport and parking available) jpidf683fecjm jit0834jm jiy26jm
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Posted today