Team Leader, Finance & Accounting Advisory (Hybrid)

FinanceTalent; Schweiz; Hybrid; EUR 128,990 - 193,485; Full time

Benefits offered by this job

Flexible working hours

Home office options

Modern workplaces

Employee benefits

Job summary

OBT in Lachen is seeking a Team Leader Trust / Member of Executive to lead a dedicated team and advise SME clients on finance, accounting, and tax matters. You will manage a personal client portfolio and drive market engagement for national and international clients.

The role combines technical leadership with strategic project work in a dynamic Swiss consultancy environment, offering flexible hours, home office options, and strong professional development opportunities.

Qualifications

• Several years of professional experience as a team leader.
• Collegial team player with a cooperative leadership style.
• Expert diploma in trust/accounting & controlling and good English skills.
• Entrepreneurial personality with a winning demeanor and pronounced service mentality.
• Strong service and customer orientation with high quality standards.
• High sense of responsibility.
• Uncomplicated, resilient, and service-oriented.

Responsibilities

• Technical and personnel management of a team
• Advising and supporting national and/or international SME clients in all areas of finance and accounting as well as in tax matters
• Conducting reviews for the team's activities
• Managing a personal client portfolio
• Developing mandates and market engagement
• Leading special projects

Skills

Team leadership

Client advisory

Finance & accounting

Tax advisory

Portfolio management

Stakeholder communication

Education

Expert diploma in trust/accounting & controlling

Job description

OBT in Lachen is seeking a Team Leader Trust / Member of Executive to lead a dedicated team and advise SME clients on finance, accounting, and tax matters. You will manage a personal client portfolio and drive market engagement for national and international clients.

The role combines technical leadership with strategic project work in a dynamic Swiss consultancy environment, offering flexible hours, home office options, and strong professional development opportunities.