Mandate Manager in Fiduciary Services (m/f) 60-100%

About the job

Our common goal:

• We personally and long-term accompany our clients in all important fiduciary matters
• We support companies from foundation through development to succession or liquidation
• We recognise challenges early and develop pragmatic, balanced and sustainable solutions

This is how we work:

• You do not manage your mandates alone with us: mandate management and case processing work in tandem and jointly contribute to reliable client support
• The division of tasks depends on the mandate, complexity and experience. Usually, the case processing prepares the work and the mandate management takes over review and professional responsibility. Where it is sensible or necessary, the mandate management also gets involved operationally
• We take time for your onboarding. You get to know our clients and their companies step by step and gradually take over responsibility for an existing portfolio
• For complex issues, you can count on professional exchange and the experience of your colleagues.

These are your tasks:

• You independently manage your mandates, bear professional responsibility and are the central contact person for your clients
• You are professionally responsible for your mandates in the areas of financial accounting, annual financial statements, taxes, VAT, payroll and social insurance
• You coordinate the work in the mandate team, review prepared work and ensure its professional quality
• You advise and support your clients on tax and entrepreneurial issues as well as on foundations, restructurings, succession solutions and liquidations
• You represent your clients vis-à-vis tax authorities, social insurance and other authorities

You independently conduct limited audits (approx. 10%)

This is what you can achieve:

• You contribute your experience and ideas and actively shape our way of working
• You further develop our employees professionally and pass on your knowledge within the team
• You actively drive the digitalisation of our workflows and client processes

This is what you bring:

• You have several years of experience in fiduciary services and have already managed your own mandates
• You have completed further training at the specialist certificate level
• An expert diploma as a fiduciary expert, tax expert or auditor is an advantage but not a requirement. If you still have this step ahead of you, we will gladly support you
• Ideally, you have a licence as an auditor or audit expert RAB
• Managing and coordinating several mandates in parallel is no problem for you

This is what we offer:

• Lots of personal responsibility and scope for design in managing your mandates
• 5 weeks’ holiday
• Flexible working hours and home office
• Generous support for external further training
• Above-average benefits in occupational pension schemes and other social insurances
• Free parking

Indigo Treuhand AG is a regionally active fiduciary company in Oberaargau (locations Langenthal and Huttwil). As generalists, we cover the entire spectrum of fiduciary business. At the centre of our work is a personal relationship with our clients, focused on continuity.

We look forward to your application!