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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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