Senior Mandate Manager Fiduciary 80-100%
- Employment type
- Full-time
- Location
- Wallisellen
- Company
- Wespi & Partner AG, Neue Winterthurerstrasse 99, 8304 Wallisellen
- First posted
Senior Mandate Manager Fiduciary 80-100%
YOUR BENEFITS
Versatile, growing client portfolio (nationally and internationally active start-ups, growing companies and established businesses) with exciting projects
Dynamic, professional team of young experts and motivated talents
Targeted development through on-the-job training, coaching and internal workshops
Support for your further education (expert diploma, industry courses, etc.)
Joint activities and regular team events that promote cohesion
Flexible, hybrid working model (home office guideline: 1-2 days / week at 100% workload)
Attractive office premises (Glatt Tower)
YOUR PROFILE
You have experience in the fiduciary industry, are a fiduciary with Federal Diploma of Higher Education or you possess a profession-related diploma as an expert (e.g. auditor, etc.)
You have a passion for and enjoyment in working with clients, like to communicate proactively and act as a team player
You are characterized by a customer-oriented, quality-conscious way of working and you possess quick comprehension as well as entrepreneurial thinking
Honest and constructive feedback is a matter of course for you. You value professional exchange within the team and actively share your knowledge with colleagues
You communicate stylistically confident in German and skillfully in English (oral and written)
YOUR TASKS
You manage your own client portfolio and professionally coach our junior fiduciary team
You advise and support our clients on tax, accounting and social security law questions as well as on matters regarding Abacus or other software
You prepare interim and annual financial statements (according to OR) and reportings using different accounting software, primarily Abacus as well as cloud solutions such as bexio
If interested, you support the team in the field of auditing (audit assistance)
OUR CULTURE
We believe that personal talents are unique, lead strength-oriented and support you in your individual development
We are convinced that teams are significantly more successful than individual players, value different opinions and the opportunity to learn new things from or with each other
Because life and working with clients are not linear, we offer a hybrid working model and flexible structures that enable a good compatibility of profession, family, recovery time and education
We value transparency and trust, therefore we communicate clearly about our strategy and disclose the company results as well as salaries to all employees
We have short, clear communication channels – this allows us to act agilely and make sustainable decisions with a long-term perspective
ABOUT US
Wespi & Partner AG is a digital, partner-led fiduciary company in the Zurich/Glattal region with a team of experienced experts and motivated talents. Since 2013, we have been accompanying a diverse portfolio of companies through all phases of entrepreneurship – from founding to succession planning. Our offering includes interdisciplinary services in the areas of fiduciary, business consulting, tax consulting and auditing. As a member of the industry association EXPERTsuisse and an authorized audit expert, our company fulfills the highest quality standards. We orient our actions and work according to our three company values: passion, sustainability and professionalism.
APPLY
Do you want to make a difference and move forward together with us?
Send us your complete application documents via e-mail or via this platform. If you have questions about this position, we are available for you at any time.
We look forward to getting to know you! jpidbfa5b65jm jit0833jm jiy26jm
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Posted 1 week ago