Senior Consultant Fiduciary & Family Office

About the job

Do you want not only to collaborate but also to take responsibility, drive topics and projects forward, and successfully bring them to completion?
We are an independent consulting boutique in Basel. In the areas of tax, legal and business consulting as well as family office and fiduciary services, we support national and international clients with complex issues – from companies and entrepreneurs to wealthy private individuals and families. Our mandates are diverse and often lie at the interface between fiduciary, tax, finance, law and family office. This is exactly why we are looking for reinforcement.

Who we are looking for
We are seeking an experienced and versatile individual who independently takes on mandates and tasks, drives them forward in a structured manner and reliably brings them to completion, while also enjoying working on new and complex issues time and again.
You do not have to be a specialist in every area. What matters to us are solid expertise combined with curiosity, initiative and the desire to truly understand things. You enjoy delving into new topics, researching, questioning, asking the right questions and developing solutions. In doing so, you grow with your tasks and continuously expand your knowledge.
In short: we are looking for an all-rounder with depth – and above all the type of person who enjoys exactly this variety.

Your tasks
• Independent management of financial and securities accounting as well as preparation of interim and annual financial statements
• Preparation of VAT returns and tax declarations for natural and legal persons
• Independent support of national and international fiduciary and family office mandates
• Support with foundations, restructurings, redomiciliations, transactions and liquidations
• Handling and coordination of corporate law and contractual issues
• Support and preparation of financial, investment, participation and asset topics
• Direct contact with clients, banks, authorities, lawyers, tax advisors and international partners
• Proactive identification of need for action and consistent implementation – from the issue to completion

What you bring
• Several years of relevant professional experience in fiduciary, tax, finance, family office or consulting environment
• Completed training as a fiduciary with a federal certificate, fiduciary expert with a federal diploma or specialist in finance and accounting with a federal certificate, whereby you can apply your solid knowledge in finance and accounting as well as Swiss tax law specifically in practice.
• Good understanding of corporate law and contractual contexts
• Curiosity and enjoyment of complex, new and sometimes unusual issues
• The ability and ambition to independently familiarise yourself with new topics and continuously expand your knowledge
• An independent, pragmatic, structured and precise way of working
• Confident manner and enjoyment in dealing with demanding clients
• Very good German and English skills

What we offer you
• A lot of personal responsibility and scope for design
• Exciting and exceptionally diverse mandates on which you can grow professionally and personally
• An environment where curiosity, thinking along and continuous learning are expressly encouraged
• Direct client contact and short decision-making paths
• A motivated and uncomplicated team
• 40-hour week, flexible working hours and home office options
• 5 weeks’ holiday plus your birthday off
• Contemporary employment conditions and support for further training

If you are broadly positioned professionally, enjoy learning new things, find complex tasks exciting rather than daunting and belong to the people who not only initiate a topic but stick with it until it is completed, we would very much like to get to know you.

Curious?:
Then we look forward to receiving your application documents (CV, certificates, short motivation letter) by e-mail

You can find the full job advertisement on our website.