Mandate Manager Fiduciary (Development Opportunities) 100% (m/f/d)

What is my role?

• Responsibility for the independent management and comprehensive advice of a diverse client base, consisting of SMEs from various industries as well as private individuals

• Independent management and supervision of financial and payroll accounting for different mandates

• Professional preparation of interim and annual financial statements according to legal requirements

• Competent preparation of VAT returns as well as tax declarations for legal entities and natural persons

• Conducting professional reviews and quality controls of accounting and annual financial statements

• Active support and advice to clients on business management issues and tax optimisation opportunities

• Assumption of general fiduciary and consulting tasks within the framework of holistic mandate management

• Building and maintaining long-term customer relationships through competent and personal support

What do I need to be successful?

• Federal diploma as a fiduciary or as a specialist in finance and accounting, alternatively diploma as a fiduciary expert or a comparable qualification

• Several years of professional experience in the fiduciary sector with the ability to manage mandates independently and competently

• Structured and precise working method with the ability to maintain an overview even with complex tasks

• Strong service and customer orientation with the ability to respond to individual client needs and build long-term trust relationships

• Entrepreneurial thinking and the ability to include strategic aspects in consulting alongside operational tasks

• Very good German skills in spoken and written form for professional communication with clients and authorities

• Knowledge of another language is an advantage and broadens deployment possibilities

What are my benefits?

• Varied mandate portfolio: Support of exciting SME clients from different industries as well as demanding private mandates

• Independent mandate management: Independent management of your own client portfolio with direct, personal contact with your clients

• High degree of independence: Independent work design with personal decision-making scope and flat hierarchies

• Modern working environment: Digitalised processes and up-to-date software solutions

• Comprehensive training support: Active support for professional training such as certified fiduciary expert, tax expert or CAS courses with financial participation and release

• Clear career prospects: Development opportunities to Senior Mandate Manager or long-term to Partner with participation options

• Attractive salary package: Performance-based remuneration with 5 weeks holiday and option for more by agreement

• Optimal pension provision: No coordination deduction in the BVG as well as above-average employer contributions to the pension fund

• Complete UVG supplementary insurance: Private hospital coverage fully financed by the employer

• Flexible working models: Possibility of home office by arrangement and flexible working hours

• Central location: Convenient location in Lucerne, only 5 minutes’ walk from the train station

• Mobility support: Parking space if needed or generous contribution to public transport costs

• Collegial team: Motivated, competent team with appreciative atmosphere

• Opportunities for involvement: Contribution of own expertise in strategic decisions and active shaping of company development

What distinguishes the company?

Our client is a fiduciary company in the canton of Lucerne.

Languages
German: C2 - Native level

Workplace
Lucerne

Vacancy number
VA-PS2-CU9