Client Manager Fiduciary with federal diploma 60–100%

The HMR Treuhand Gruppe is an independent fiduciary company with personal proximity to our clients and short decision-making paths.

We consciously do not belong to any larger fiduciary group or international network. This allows us to decide independently, act pragmatically, and develop our way of working in a way that suits our clients and our team.

We also rely on a pragmatic approach to digitalization. We are not yet fully digitally positioned in all areas – but we have already modernized many processes in recent years and are continuously developing them.

For us, it is crucial that new solutions bring real added value in everyday life, are compliant with data protection, and are not used simply because they are currently trending.

Today, we work with, among others, Abacus, EBICS, AbaScan, DeepBox, as well as our own cloud solution for secure data exchange. At the same time, we are intensively dealing with new digital possibilities and the sensible and secure use of AI in the fiduciary environment.

We are curious, open to change, and want to continuously develop our processes together with our team.

In doing so, we combine proven fiduciary craftsmanship with modern solutions – step by step and with healthy pragmatism.

Do you know the fiduciary business, enjoy taking on responsibility, and want to independently manage and develop your mandates?

For our team in Altendorf SZ, we are looking for an experienced personality, immediately or by arrangement, who will competently, personally, and proactively accompany our clients as:

Client Manager Fiduciary with federal diploma 60–100%

Your tasks:

• Independent management and support of fiduciary mandates
• Preparation and review of financial accounting
• Preparation of interim and annual financial statements
• Value-added tax returns
• Preparation of tax returns for natural and legal persons
• Support and advice for our clients on business, tax, and fiduciary matters
• Accompanying and further developing our clients towards digital processes

You bring with you:

• Federal diploma in fiduciary or a comparable further education
• Several years of professional experience in fiduciary services
• Experience in the independent management of mandates
• Proficient handling of financial and payroll accounting as well as annual financial statements
• Sound Abacus knowledge
• Confident German in spoken and written form
• English is an advantage
• Enjoyment of direct customer contact
• Interest in digital work processes and modern fiduciary solutions

What awaits you with us:

With us, you work independently, but not alone. We rely on short paths, mutual support, and a lot of personal responsibility.

You can contribute professionally, take on responsibility, and actively shape your daily work routine.

In addition, we offer you among other things:

• 40h work week
• 5 weeks vacation
• Support for further education and courses
• Modern and digital work tools
• Attractive social benefits
• A lot of personal responsibility and scope for design
• An uncomplicated team with direct communication
• Flexible working hours
• No vacation freeze during the classic fiduciary high season

For this position, we only consider direct applications.

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