Responsable de mandat fiduciaire et conseil

Jobup; Unterwallis; Vor Ort; CHF 140.000 - 190.000; Vollzeit

Benefits dieser Stelle

Flexible workload 80-100%

Competitive remuneration

Attractive social benefits

Work organisation flexibility

Zusammenfassung

Baker & Norton Fiduciaire SA in Monthey, Switzerland, seeks a Head of Fiduciary Mandates and Advisory to lead a varied client portfolio and oversee accounting, tax and advisory services. The role offers responsibility within a close-knit team and a flexible workload between 80 and 100%.

You will supervise staff, mentor colleagues and contribute to audits for regional SMEs, with a focus on client satisfaction and professional integrity.

Qualifikationen

• Federal diploma or equivalent qualification in fiduciary/finance and accounting.
• 5 to 10 years of professional fiduciary experience.
• Excellent knowledge of Swiss accounting and taxation.
• Proficiency in common IT tools and accounting software.
• Ability to work independently while collaborating with a team.
• Excellent communication skills and client orientation.
• Ability to supervise and mentor colleagues.
• Auditing experience is a plus.

Aufgaben

• Independently managing a diverse client portfolio including SMEs, self-employed and private clients.
• Maintaining accounting records and preparing annual financial statements and tax returns.
• Providing accounting, tax and financial advisory.
• Developing trusting client relationships.
• Participating in audits of regional SMEs' annual accounts.
• Supervising and training team members.

Ausbildung

Federal diploma as a fiduciary agent or federal diploma as a specialist in finance and accounting

Tools

Accounting software

Jobbeschreibung

Introduction

Baker & Norton Fiduciaire SA, active for over 25 years serving local SMEs, supports its clients in the services and industry sectors in accounting, taxation, auditing and business consulting. As part of the development of our team in Monthey, we are looking for a Head of Fiduciary Mandates and Advisory.

Your Responsibilities

As Head of Fiduciary Mandates and Advisory, your main responsibilities will include:

• Independently managing a diverse client portfolio, including SMEs, self-employed individuals and private clients.
• Maintaining accounting records, preparing annual financial statements and tax returns.
• Providing assistance and advice on accounting, tax and financial matters.
• Developing trusting relationships with clients.
• Participating in the audit of annual accounts of regional SMEs.
• Supervising and training team members.

Your Profile

• Federal diploma as a fiduciary agent or federal diploma as a specialist in finance and accounting (or equivalent qualification).
• 5 to 10 years of professional experience in the fiduciary sector.
• Excellent knowledge of Swiss accounting and taxation.
• Proficiency in common IT tools and accounting software.
• Ability to work independently while collaborating effectively with a team.
• Excellent communication skills and client orientation.
• Ability to supervise and mentor colleagues.
• Experience in auditing is an advantage.

Benefits

We offer:

• A position of responsibility within a small team.
• A varied clientele of regional SMEs.
• A flexible workload between 80 and 100%.
• Competitive remuneration and attractive social benefits.
• Flexibility in work organisation.