Mandatsleiter:in Treuhand 60 - 100%
Core
Independent management and advisory of a client portfolio, including financial and payroll accounting, tax returns, and business consulting.
Role type
Senior Trustee / Tax Advisor (Mandatsleiter)
Builds
Financial statements, tax filings, and advisory reports for natural and legal persons.
Domain
Accounting, Tax, and Trust Services in Switzerland
Deliverable
client delivery
Required skills
Trustee qualification (eidg. Fachausweis), financial accounting, payroll administration, tax return preparation, business consulting, client communication
Preferred skills
Experience in independent portfolio management, digital tools proficiency
Technologies
Digital accounting and tax applications
Responsibilities
Manage and advise on a portfolio of clients, prepare financial and tax reports, handle payroll and personnel administration, consult on tax and business matters, interact with clients and authorities