Trustee / Fiduciary with Federal Diploma (60 – 100%)

Publication date:11 December 2025
Workload:60 – 100%
Contract type:Permanent position
Place of work:Pfäffikon SZ

Job summary

Join our leading consulting firm in Central Switzerland, with over 50 employees across Schwyz, Pfäffikon SZ, and Altdorf. This is an exciting opportunity to work in a dynamic environment offering great benefits.

Tasks

Provide ongoing client support alongside project leaders.
Prepare interim and annual financial statements, including VAT returns.
Assist in audits and corporate analyses while mentoring junior staff.

Skills

Several years of experience in trust services, ideally with a professional qualification.
Self-motivated, quality-focused, and engaged personality.
Strong numerical aptitude and interest in financial matters.

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About the job

We are a leading business consulting company in Central Switzerland with over 50 employees in Schwyz, Pfäffikon SZ, and Altdorf.

A team of auditors, tax and fiduciary experts, lawyers, and holders of various professional certificates advises clients interested in comprehensive consulting (natural and legal persons) in the areas of corporate, tax, and legal advice including auditing and accounting.

For our branch in Pfäffikon SZ, we are looking for a

Trustee / Fiduciary with Federal Diploma (60 – 100%)

THIS IS WHAT YOU CAN ACHIEVE:

Ongoing client support in collaboration with the mandate managers;

Preparation of interim and annual financial statements (including VAT returns), payroll accounting/payroll processing, tax returns for natural and legal persons;

Participation in audits and company analyses;

Supervision of assistants and trainees.

WHY YOU WILL SUCCEED:

Several years of professional experience in fiduciary services, preferably with a fiduciary professional certificate or similar training;

Committed, independent, quality-conscious personality;

Good comprehension, flair for numbers, and interest in financial contexts;

Enjoyment of customer contact and teamwork;

Affinity for payroll administration is desirable;

Foreign languages (English, French, or Italian) are an advantage.

WHAT YOU CAN LOOK FORWARD TO:

Interesting training opportunities (internal and external);

Committed and competent team with cross-branch collaboration;

Flexible working hours and modern infrastructure;

Workplace Pfäffikon SZ (partially also Schwyz upon request);

Home office option.

We look forward to receiving your online application at personal@convisa.ch. Do you have questions? Our HR manager Lydia Lüönd (Tel. 041 819 60 00) will be happy to provide you with further information.