Mandate Manager Trust

About the job

You manage your own portfolio of SME mandates. After training, you have the opportunity to become a partner in the company with us.

Your path with us

• Entry: Training within the team and taking on first mandates
• Own portfolio: Responsibility for your mandates and your clients
• Partnership: Opportunity to participate and have a say in management

The K-Vis AG in Fislisbach is an independent trust and tax consultancy company. Twelve employees support SMEs, foundations, municipalities and private individuals in trust, taxes, auditing, payroll and debtor management. We work paperless and use AI efficiently in everyday work.

You manage your own portfolio of SME mandates: accounting, annual financial statements, VAT and taxes. You advise owners on business management issues and are their first point of contact. Depending on experience, you participate in limited audits or lead them. You professionally support clerks and review their work.

Your profile:

• Federal specialist certificate in trust or finance and accounting; certified trust experts are very welcome.
• Several years of experience in mandate management with SMEs.
• Experience in limited audits, ideally with RAB approval, is an advantage.
• Enjoyment of digital processes and their further development to increase efficiency.
• Entrepreneurial thinking and interest in taking on long-term responsibility.

What we offer:

• A clear perspective: after training, you can become a partner.
• A loyal client base with many long-standing customer relationships.
• Paperless working with Abacus, Bexio and AI-supported booking tools.
• The possibility to work partly from home.
• A well-coordinated, long-standing team and short decision-making paths.
• Support for your further training.
• A well-located workplace in Fislisbach near Baden, parking available.

We look forward to receiving your application with CV, certificates and diplomas. Your documents will be treated confidentially. David Kunz is happy to answer any further questions.