Trustee Prospect for (Mandate Management) 100% (m/f/d)

What is my role?

• Comprehensive support and guidance of diverse trust mandates in the areas of accounting, taxes, VAT and payroll accounting

• Active participation and contribution of own ideas in the continuous expansion and strategic development of the company

• Competent advice to doctors and dentists (medical practices) on all business management and tax issues

• Independent management and development of own client portfolio with the prospect of taking over mandate management functions

• Participation in the preparation of annual financial statements, tax returns and business management evaluations for demanding client mandates

What do I need to be successful?

• Committed, reliable and efficient personality with a strong service orientation

• Several years of solid trust experience, preferably also working with Abacus (VAT, annual financial statements, payroll accounting)

• Completed training with a professional trustee certificate, trust expert or MAS in Accounting & Finance

• Independent, structured and solution-oriented way of working

• Enjoyment of customer contact and advising demanding mandates

• Team spirit and willingness to actively contribute to the company’s development

What are my benefits?

• Excellent opportunities for professional, personal and career development

• Contemporary working time arrangements with part-time and flexitime options for optimal work-life balance

• Performance-based remuneration complemented by comprehensive social and additional benefits

• Committed team with short communication channels and appreciative interaction

• Diverse fields of activity in trust, tax consulting and accounting with a focus on healthcare

• Varied client mandates with direct contact and independent work

• Modern IT infrastructure and digitised processes

• Personal atmosphere with quick decision-making processes

• Secure employment with an established regional employer

What distinguishes the company?

Our client is a trust company in the canton of Lucerne.

Languages
German: C2 - native level

Workplace
Lucerne

Vacancy number
VA-3JX-AH8