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Mandate Manager Fiduciary with Federal Diploma 80-100%

Schöpfer AG

Employment type
Full-time
Location
Uetikon am See
Company
Schöpfer AG, Langgasse 47b, 6340 Baar
Languages
German (fluent)
First posted
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Our client is an established, owner-managed fiduciary company.

Your tasks:

  • Independent management of client mandates
  • Maintaining client accounting
  • Preparation of interim and annual financial statements
  • Review tasks
  • Payroll accounting including payroll administration
  • Preparation of VAT 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 incorporations, restructurings and other fiduciary topics
  • Collaboration in the further development of internal processes

Your profile:

  • Commercial basic training supplemented with specialist further training in the fiduciary or finance sector (federal diploma or in training for one)
  • Several years of professional experience in the fiduciary business as well as in mandate management
  • Enjoyment of direct customer contact and advisory-related activities
  • Independent, structured and responsible way of working
  • Proficient German, English skills an advantage
  • Team-oriented, open and reliable personality

What awaits you:

  • Varied mandates with a high degree of personal responsibility
  • Personal, collegial working environment with short decision-making paths
  • Young, motivated team and pleasant working atmosphere
  • Support for further education and professional development
  • Attractive, easily accessible workplace near the lake (public transport and parking available)

Automatically translated from the original.

Posted 7 weeks ago

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