Mandate Manager: Trust 60%-100%

About the job

Company Description

Testor Treuhand AG is an independent, traditional fiduciary company based in Basel. Since 1945, we have been advising and supporting companies, institutions and private individuals in the areas of auditing, taxation, business consulting and fiduciary services. As generalists, we understand our clients' needs holistically and provide personal and individual support, from everyday administrative tasks to demanding consulting issues.

With us, long-standing experience and high quality standards meet short communication paths and personal collaboration. Our employees take responsibility, manage diverse mandates and have the freedom to develop professionally and personally.

Role Description

As Mandate Manager: Trust 60–100%, you will independently manage and lead client mandates in the area of trust and consulting. Your tasks include financial and payroll accounting, the preparation of annual financial statements as well as VAT returns.

Another focus lies in taxation. You will independently prepare tax returns for natural and legal persons and support our clients with tax-related questions. In addition, you will participate in the execution of limited audits, gaining insight into various companies and industries.

As the central contact person, you will personally and reliably support your clients and develop practical solutions for their fiduciary and tax concerns. Furthermore, you will contribute to the further development of internal processes and quality assurance.

The workload is 60–100%. Your workplace is Basel, with the possibility of partial home office work by arrangement.

Qualifications

• Professional Fiduciary Competence: You have solid experience in fiduciary services, accounting and the preparation of annual financial statements according to the Swiss Code of Obligations. VAT returns and other classic fiduciary tasks are also familiar to you.
• Payroll Administration: You have solid practical experience in independent payroll administration and reliably manage payroll mandates on time. This includes, in particular, monthly payroll processing, withholding tax returns, social security declarations and year-end tasks.
• Taxation: You have practical experience in taxation and are able to independently prepare tax returns for natural and legal persons.
• Mandate and Client Management: You bring experience in independently managing mandates, competently advise clients and maintain long-term and trusting client relationships.
• Analytical and Organisational Skills: You work in a structured and reliable manner, quickly recognise connections and keep an overview even with several mandates running in parallel. Quality and punctuality are a matter of course for you.
• Digital Competence: You are proficient in handling common accounting and payroll software as well as MS Office and are open to digital tools and process optimisations.
• Education and Personality: You have completed a commercial apprenticeship and ideally further training in the fiduciary or financial sector, for example as a fiduciary with a federal diploma or as a specialist in finance and accounting, or are undergoing corresponding further training. You are team-oriented, reliable, service-minded and like to take responsibility.