Mandate Manager Fiduciary 80 - 100% (m/f/d)

What is my role?

You take on the independent management of a diverse client portfolio and are the central contact person for your clients. You prepare annual financial statements and tax returns for companies and private individuals, maintain accounting records, and ensure professional financial reporting. You advise your clients on tax and business management issues and develop clever solutions together with them. You coordinate and lead your team, promote the development of your employees, and ensure smooth processes. You are actively involved in digitalisation projects and drive forward modern processes.

What do I need to be successful?

You have completed training as a fiduciary with a federal specialist certificate or have a comparable qualification

• You bring several years of experience in mandate management and are well versed in Swiss tax and accounting law

• You enjoy leading and developing employees

• You work independently, in a structured manner, and keep an overview even with complex issues

• You communicate on equal terms with your clients and build long-term trust relationships

• You are open to digital tools and new working methods

• You have very good German skills and ideally good English skills

What are my benefits?

You receive a lot of scope for design and responsibility in your mandate area

• You work in an innovative environment that lives digitalisation and does not just talk about it

• You benefit from flexible working hours and the possibility of home office

• You are supported through targeted further training and can develop both professionally and personally

• You work with modern tools and systems that make your working day easier

• You are part of a collegial team that supports each other and celebrates successes together

• You receive an attractive salary as well as additional benefits

What distinguishes the company?

Our client is a modern, future-oriented fiduciary company that combines traditional values with innovation. The company relies on flat hierarchies, short decision-making paths, and a culture of trust. Digitalisation is not used here as a buzzword but actively lived – from cloud-based solutions to automated processes. The focus is on people: both clients and employees. The team values open exchange, mutual appreciation, and a healthy work-life balance.

Languages
German: C2 - native level

Work location
Zug

Vacancy number
VA-6CN-MX5