JA
Trust Expert 80-100% Permanent Contract (M/F/D)
Jobs Ai
Stans · On-site Full-time Senior Today
About the role
Role Overview
We are seeking an experienced Fiduciary Expert to manage a portfolio of fiduciary mandates and provide high-level advisory services to clients. This role combines accounting, auditing, and client consulting responsibilities within a professional and client-focused environment. You will play a key role in ensuring compliance, delivering financial insights, and supporting the growth and development of the business.
Key Responsibilities
- Independently manage a portfolio of fiduciary mandates across various clients
- Supervise and execute audit assignments in accordance with applicable standards
- Ensure accuracy, compliance, and quality of financial and accounting records
- Prepare, review, and present annual financial statements
- Provide expert advice on tax, financial, and organizational matters
- Mentor and support team members in accounting and fiduciary tasks
- Build and maintain strong client relationships through professional service delivery
- Contribute to the development and operational management of the branch
- Ensure adherence to regulatory and compliance requirements
Required Qualifications
- Fiduciary Expert Diploma or equivalent professional qualification
- Minimum of 5 years of experience in a fiduciary or accounting role within Switzerland
- Strong knowledge of Swiss accounting, auditing, and tax regulations
- Excellent analytical and problem-solving skills
- High level of autonomy, organization, and attention to detail
- Strong interpersonal and client relationship management skills
- Ability to lead, mentor, and support team members
Preferred Qualifications
- Auditing Expert accreditation or equivalent certification
- Experience managing complex fiduciary mandates and client portfolios
- Leadership experience within a fiduciary or advisory environment
- Strong communication and presentation skills
- Business development or branch management experience
Benefits
- Attractive and competitive compensation based on experience and expertise
- Supportive, stable, and collaborative working environment
- Diverse assignments with opportunities for continuous professional development
- Flexible working conditions within a structured and people-oriented organization
- Opportunity to take on a key role with strategic and operational impact
Skills
accountingauditingtax
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