Team Leader Trust / Member of Executive

FinanceTalent; Schweiz; On-site; 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

# Team Leader Trust / Member of Executive## OBT AGLachen SZLead a team and advise clients in finance and accounting.Client & Stakeholder CommunicationFinancial Analysis & ReportingAccounting & AuditCorporate Finance## Details# Team Leader Trust / Member of Executive (a)OBT is one of the largest consulting firms in Switzerland in the fields of trust, auditing, management consulting, tax and legal consulting, and IT solutions. Our clients are SMEs from all sectors, private customers, public law entities, and publicly listed companies. Around 550 dedicated employees provide professional and customer-oriented advice at a high quality level across eleven locations.We support our clients competently and practically in every business phase and advise them comprehensively. We are looking for a Team Leader Trust / Member of Executive 80-100% (a) for our Lachen location.## Your Tasks* 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## Your Profile* 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## We Offer* Exciting and varied position with plenty of scope for creativity* Comprehensive training and targeted further education* Appreciative, family-like working atmosphere with a lived DU culture* Flexible working hours with compensation and home office options* Modern workplaces and attractive employee benefitsWe look forward to your application via our online application tool (applications via email will not be considered).