Mandate Manager Fiduciary
- Employment type
- Full-time
- Location
- Lucerne
- Company
- Stephanie Baumann Treuhand AG, Morgartenstrasse 9, 6003 Luzern
- First posted
Mandate Manager Fiduciary
about us
Treuhand AG is a small, established fiduciary company in the center of the city of Luzern. With a dedicated team, we look after national and international companies and private individuals holistically and personally. To strengthen our team, we are looking for a dedicated and experienced Mandate Manager Fiduciary who competently looks after our customers and actively helps shape our company.
Your tasks
Independent management of your own mandate portfolio in the areas of accounting, taxes, and payroll administration
Responsibility for annual financial statements and tax topics
Contact person for business management questions in direct customer contact and interface to tax authorities, offices, and auditors
Step-by-step assumption of professional responsibility within the team and participation in the further development of the company
Active participation in the optimization of internal processes
What you bring with you
Completed further training (or in training) as a fiduciary with a federal diploma (eidg. Fachausweis) or in training to become a certified fiduciary expert (dipl. Treuhandexpert/in)
Several years of professional experience in the fiduciary sector with independent mandate management
Sound knowledge in the areas of accounting, taxes, and payroll administration
Structured, reliable way of working as well as strong self-organization
Enjoyment in dealing with customers and the desire to develop further
Proficient with common fiduciary software and affinity for digital ways of working and efficient processes
Stylistically confident in German, English would be an advantage
Advantages
Attractive employment conditions and a modern workplace with good public transport connections
Flexible working hours and at least 5 weeks of vacation
Performance-related remuneration with attractive social benefits
Support for further training and professional development
Flat hierarchies, short decision-making paths, and a collegial team
Growth-oriented environment with concrete development opportunities
Application information
Are you ready for the next career step? Then we look forward to your application. jpid167f7bcjm jit0727jm jiy26jm
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Posted 2 weeks ago