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Fiduciary specialist with federal diploma

Brodmann, Mosimann & Partners AG

Employment type
Full-time
Location
Basel
Company
Brodmann, Mosimann & Partners AG, Steinenschanze 6, 4051 Basel
First posted
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--- base: meta-keywords: meta-viewport: width=device-width, title: Fiduciary specialist with federal diploma (80--100%) --- Fiduciary specialist with federal diploma (80--100%) ============================================================ Are you looking for more than just the simple processing of numbers? Do you want to understand the challenges, take initiatives, and assume responsibility for demanding and varied missions? Then you are in the right place. Who we are Brodmann, Mosimann & Partners AG is a fiduciary and consulting firm located in the heart of the city of Basel. For more than 25 years, we have been supporting individuals, family businesses, and an international clientele -- often over several generations -- in the fields of fiduciary services, accounting, taxation, and business consulting. We are thus increasingly perceived as a Family Office: a trusted and global interlocutor for families and entrepreneurs who appreciate discreet, competent, and sustainable support for their patrimonial affairs, both private and professional. Trust, continuity, and personal proximity are the pillars of our work Since July 2026, we have been located in our new premises at Steinenschanze 6 in Basel, which offer us more space for our growing team and for the personalized support of our clientele. At the same time, we are continuously evolving our way of working and selectively integrating technologies, including artificial intelligence. Your tasks As a member of our team, you support our clientele in the following areas: * Autonomous maintenance of accounts and preparation of interim and annual closings * Management of payment traffic as well as communication with clients, authorities, and financial institutions * Administration of companies and foundations * Maintenance of payroll accounting and management of social insurances * Preparation of tax returns and support in tax and financial planning * Preparation of VAT statements as well as monitoring of tax representations and withholding tax * CFO services and interdisciplinary support for our clientele on fiduciary and business management issues * Correspondence and client follow-up in French, German, and English Your profile * Federal diploma as a specialist in finance and accounting or in fiduciary (or equivalent qualification) * At least 5 years of professional experience in the fiduciary field, ideally with the autonomous management of demanding mandates * Analytical spirit and the ability to maintain an overview, including when faced with complex and interdisciplinary issues * Autonomous and solution-oriented way of working * Taste for contact with clients and for building lasting relationships of trust * Interest and willingness to evolve with us towards digital work * Excellent command of German or French; applications from native German speakers are also welcome. Knowledge of the other language as well as good knowledge of English is desired What we offer * A varied and responsible activity within a small, friendly team, with short decision-making circuits and personalized collaboration * Contact with a varied clientele, both national and international * Elegant premises, modernly furnished and full of character, in the center of Basel * A modern work environment, oriented towards digital * The possibility to deepen and specialize in the fields of fiduciary and taxation * Evolution perspectives, with the possibility to assume increasing responsibilities up to mandate management * A work environment focusing on lasting relationships, both with clients and with our team Interested? We look forward to receiving your application, accompanied by your CV and certificates, at the following address: Brodmann, Mosimann & Partners AG Steinenschanze 6 | 4051 Basel [ ](< >) | Total discretion is naturally guaranteed. Brodmann, Mosimann & Partners AG * Brodmann, Mosimann & Partners AG Steinenschanze 6 4051 Basel * [](<>) jpid9dc55f1jm jpit0938jm jpiy26jm

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Posted 2 weeks ago

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