Mandate Manager 50-100%
- Employment type
- Full-time
- Location
- Pratteln
- Company
- Baltrex Treuhand AG, Hohenrainstrasse 10, 4133 Pratteln
- First posted
Mandate Manager 50-100%
Fiduciary services with responsibility – reliable, personal, tailor-made
We are a well-coordinated fiduciary team in Pratteln and look after SMEs from different industries. Our mandates are versatile and often demanding.
To strengthen our team, we are looking for an experienced fiduciary personality who manages mandates independently, takes responsibility, and enjoys direct customer contact.
Mandate Manager Fiduciary (50–100%)
You know the fiduciary business from several years of practice, maintain an overview even with demanding issues, and want to contribute your experience in a personal and professional environment.
We are open to different working models. Part-time and full-time are equally welcome.
Your role:
You manage your mandates independently and are the central contact person for your customers. In doing so, you think beyond pure mandate processing, recognize advisory needs, and actively contribute your experience to the further development of the company. If you like taking responsibility and shaping things, you will find the corresponding leeway with us.
Your tasks
Independent support and management of SME mandates
Carrying out financial and payroll accounting as well as preparing annual financial statements
Preparing tax returns for natural and legal persons
Advising our customers on fiduciary and business management issues
Collaboration in the further development of processes and services
If interested, collaboration in the area of auditing
What you bring with you:
Completed professional further training in fiduciary or finance and accounting, for example, Federal Diploma of Higher Education in Fiduciary, Federal Diploma of Higher Education in Finance and Accounting, or a comparable qualification
Several years of professional experience in the fiduciary sector and experience in the independent management of mandates
Sound knowledge in accounting, payroll, and taxes as well as enjoyment in advising SME customers.
Confidence in direct customer contact and a strong understanding of service
Digital affinity and proficient use of financial applications (such as PEBE, Bexio, Dr. Tax, Revio)
Very good user knowledge with Office 365, especially with Excel
Independent, structured, and solution-oriented way of working
Very good German skills in speaking and writing, English skills are an advantage
You think ahead, take responsibility, and maintain an overview even with several parallel mandates running.
What we offer you:
Exciting and versatile SME mandates with direct customer contact
A collegial team with short decision-making paths
Lots of personal responsibility and the opportunity to take on responsibility beyond mandate work and help shape the company
Support and participation in professional further training
Attractive employment conditions and modern working tools
Very good social benefits (No NBU, no KTG, and no BVG coordination deduction) as well as fair, above-average compensation
Workplace in Pratteln with good accessibility and a free parking space
If you want to contribute your experience in the fiduciary sector and actively help shape the further development of the company, we look forward to your application.
For technical questions, Stohler (Management) is available to you by telephone at
We look forward to getting to know you. jpid9da783fjm jit0833jm jiy26jm
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Posted 5 days ago