Mandate Manager Fiduciary with Federal Diploma 80-100%
- Employment type
- Full-time
- Location
- Uetikon am See
- Company
- Schöpfer AG, Langgasse 47b, 6340 Baar
- Languages
- German (fluent)
- First posted
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)
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Posted yesterday