Fiduciary Mandate Manager with Federal Diploma of Higher Education 80% - 100%

Do you want to manage your own mandates, take on responsibility, and at the same time be able to rely on a supportive team? For our client in Zug, we are looking for an experienced personality for the comprehensive support of national and international mandates. If professional quality and a humorous & warm coexistence go together for you, we look forward to welcoming you to our client.

Tasks

• Personal advice and independent support of an existing client portfolio
• Preparation of tax returns for natural and legal persons as well as support with tax matters
• Independent processing of national and international client accounting throughout the entire mandate cycle
• Preparation of interim and annual financial statements according to OR including the associated documents
• Conducting closing meetings with the clients being supported
• Processing of payroll accounting, social insurance, employment contracts, and annual declarations
• Coordination of ongoing mandate work and coordination with the responsible specialists in the team
• Active participation in professional development and contributing own ideas to everyday work

Profile

• Several years of fiduciary experience with practice in the independent management and support of mandates
• Federal Diploma of Higher Education in Fiduciary Services, ongoing training for this or a higher or comparable qualification
• Experience in supporting national and international mandates
• Very good German skills as well as confident English skills for regular written client communication
• Good user knowledge in Abacus, Dr. Tax and MS Office, especially Excel
• Structured, efficient and reliable way of working with strong customer orientation
• Enjoyment of personal client contact, responsibility and collaboration in a small team
• Open-minded and uncomplicated personality with interest in professional development

Advantages

• Direct takeover of a well-maintained mandate portfolio without open arrears
• Documented client information for a structured and traceable induction
• Independent area of responsibility with personal scope for design
• Support for professional further training
• 40 hour week with predictable working hours and desired presence approximately between 8.30 am and 4.30 pm
• Home office by individual agreement and after completion of the probationary period
• Modern office premises in a central location
• Collegial working environment with uncomplicated cooperation and mutual support
• Salary classification according to the current recommendations of the Swiss Commercial Association, taking into account the existing professional experience

Contact information

If you have further questions about this job offer (Reference: JN -092026-1171480), please contact Dominique Szegö at 0582334679 or Dominique.Szegoe@adecco.ch.

About us

Adecco is the market leader for personnel solutions in Switzerland and worldwide. Every day, our teams in our around 50 locations throughout Switzerland ensure the best match between candidates and clients in different professional fields and industries. Adecco Switzerland is a company of the Adecco Group, the world's leading company for Talent Advisory and Solutions. We believe in making everyone fit for the future and employ over 3.5 million people every day. We recruit, develop and train talents in 60 countries, and enable organizations to help shape the future of work. As a Fortune Global 500 company, we lead by example and create shared values that boost the economy and contribute to a better society. The Adecco Group is headquartered in Zurich, Switzerland (ISIN: CH0012138605) and is listed on the SIX Swiss Exchange (ADEN).

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