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Mandate Manager Fiduciary with Option for Partnership

Sotra Agency GmbH

Employment type
Full-time
Location
Zürich · Remote possible
Company
Sotra Agency GmbH, 8002 Zürich
First posted
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=> Applications must be submitted exclusively through jobs.ch.
=> Les candidatures doivent être soumises exclusivement via jobs.ch.
=> Applications must be submitted exclusively through jobs.ch.

Mandate Manager Fiduciary with Option for Partnership
You are already independently managing mandates in fiduciary services and desire the next career step – with more responsibility, development prospects, and long-term partnership?
For several established and high-growth fiduciary companies in German-speaking Switzerland, we are looking for experienced Mandate Managers who want to contribute their professional expertise in an entrepreneurial environment.
Your role:
In this position, you will take over the independent management of demanding SME mandates and act as the direct contact person for your clients in all fiduciary matters. Depending on experience, there is the possibility to take on additional leadership responsibility and actively participate in the further expansion of the location.
Your main tasks
Independent management of national and international mandates (SMEs from various industries)
Professional and personnel leadership, coaching, and further development of a team of fiduciary specialists (depending on seniority)
Management of financial accounting as well as preparation of interim and annual financial statements
Preparation of VAT returns and tax returns for natural and legal persons
Advising clients on business and tax matters
Your profile
Several years of professional experience in fiduciary services (mandatory)
Further training as a fiduciary with a federal diploma (eidg. Fachausweis) or currently in training (advantageous)
Independent, structured, and mandate-oriented way of working
Enjoyment of direct customer contact and long-term mandate relationships
What awaits you
Clear and realistic partner perspective (depending on experience)
Long-term development opportunities in a stable fiduciary structure
Independent work with great scope for action
Attractive employment conditions including home office
Market-based salary
Appreciative corporate culture with short decision-making paths
Note: We manage several discrete mandates at established fiduciary firms. We would be pleased to examine together which position fits you optimally both professionally and culturally. jidc605ff0jm jit0311jm jiy26jm

=> Applications must be submitted exclusively through jobs.ch.
=> Les candidatures doivent être soumises exclusivement via jobs.ch.
=> Applications must be submitted exclusively through jobs.ch.

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Posted 1 week ago

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