smartpersonal gmbh
Jona
Mandate Manager Fiduciary (60–100%) m/f
- 26 March 2026
- 60 – 100%
- Permanent position
- German (Native language)
- 8645 Jona
About the job
The Company
An established fiduciary company in the Obersee region with around 20–30 employees primarily serves SME clients in the German-speaking part of Switzerland. The focus is on comprehensive advice in the areas of finance and accounting, taxes, and auditing.
For our client, we are looking for an experienced individual as Mandate Manager Fiduciary to start immediately or by arrangement.
Your Tasks
- Comprehensive advice to companies on all matters of finance and accounting as well as tax issues
- Preparation of interim and annual financial statements
- Advice on payroll and social insurance matters
- Support in the digitalisation of accounting and business processes
- Accompanying start-ups in the founding phase
- Participation in business consulting (e.g. succession planning, restructuring, valuations)
- Advice to private individuals on tax and legal issues
- Independent management of mandates in close cooperation with the team
Your Profile
- Federal diploma or expert diploma (fiduciary, taxes, auditing or accounting & controlling)
- Entrepreneurial mindset as well as team-oriented and open personality
- High quality standards and strong sense of responsibility
We Offer
- Diverse and exciting client portfolio
- Short decision-making paths and a high degree of creative freedom
- Modern workplace and contemporary infrastructure
- Collegial environment with recognised specialists
- Opportunity to take on professional and personnel leadership responsibilities
- Prospects for development up to management function as well as participation opportunities
If interested, we look forward to receiving your complete application documents.