Treuhand Bär:In 20-40%

Ursus Treuhand & Revision AG; Köniz; Sur place; CHF 42 000 - 66 000; Temps partiel

Résumé du poste

Ursus Treuhand & Revision AG in Köniz near Bern is seeking a Treuhand Bär:In to provide fiduciary support to clients, including bookkeeping, financial statement preparation, and assistance with tax declarations for individuals and companies.

You will review records, support audit activities, and help implement digital tools in client accounting systems, collaborating closely with leadership while ensuring compliance with Swiss regulations.

Qualifications

• Solid knowledge of accounting and fiduciary services, including bookkeeping and preparation of annual financial statements.
• Experience with Swiss tax law and handling tax returns for private individuals and businesses.
• Ability to support audit and review activities, including analysis of financial data and preparation of audit documentation.
• Competence in using digital accounting tools and interest in further advancing process digitalization.
• Strong client-facing communication skills in German, with the ability to explain financial and tax topics clearly and professionally.
• Relevant education in fiduciary services, finance, or accounting (e.g., commercial training, fiduciary specialist, or equivalent); additional certifications are an advantage.
• Structured, reliable working style, discretion in handling confidential information, and a high level of integrity.
• Willingness to work on-site in Köniz and collaborate closely within a small, service-oriented team.

Responsabilités

• Provide fiduciary support to clients, including bookkeeping, preparation of financial statements, and tax declarations for individuals and companies.
• Review financial records and support audit activities.
• Help implement digital tools and processes in client accounting systems.
• Communicate directly with clients, clarify questions related to accounting and taxes, and prepare clear documentation and reports.
• Collaborate with leadership on improving workflows and ensuring compliance with Swiss regulations.

Connaissances

Accounting & fiduciary knowledge

Swiss tax law

Audit support

Digital accounting tools

German client communication

Discretion & integrity

On-site willingness

Formation

Commercial training / fiduciary specialist

Description du poste

Company Description

Ursus Treuhand & Revision AG provides tailored fiduciary and audit services in Wabern and the greater Bern region and has been active since summer 2024. Built on extensive professional experience and training, the company focuses on customized solutions in fiduciary services, auditing, and tax. Each client receives support that aligns with their specific needs, ensuring personal and reliable collaboration. Digitalization plays a central role in optimizing processes and creating efficient, future-oriented structures. The firm offers a modern, client-focused environment for professionals interested in working at the intersection of finance, consulting, and technology.

Role Description

The Treuhand Bär:In will provide fiduciary support to clients, including bookkeeping, preparation of financial statements, and assistance with tax declarations for individuals and companies. This role includes reviewing financial records, supporting audit activities, and helping implement digital tools and processes in client accounting systems. The Treuhand Bär:In will communicate directly with clients, clarify questions related to accounting and taxes, and prepare clear documentation and reports. Collaboration with the company’s leadership on improving workflows and ensuring compliance with Swiss regulations is an important part of the position. This is a part-time, on-site role located in Köniz.

Qualifications

• Solid knowledge of accounting and fiduciary services, including bookkeeping and preparation of annual financial statements.
• Experience with Swiss tax law and practical handling of tax returns for private individuals and businesses.
• Ability to support audit and review activities, including analysis of financial data and preparation of audit documentation.
• Competence in using digital accounting tools and interest in further advancing process digitalization.
• Strong client-facing communication skills in German, with the ability to explain financial and tax topics clearly and professionally.
• Relevant education in fiduciary services, finance, or accounting (e.g., commercial training, fiduciary specialist, or equivalent); additional certifications are an advantage.
• Structured, reliable working style, discretion in handling confidential information, and a high level of integrity.
• Willingness to work on-site in Köniz and collaborate closely within a small, service-oriented team.