Head of Fiduciary Mandates (m/f/d) 80–100%

About the job

In an increasingly fast and complex economic environment, companies need reliable numbers, quick decisions, and advice that goes beyond simple operations. Findea is a growing Swiss company that combines fiduciary expertise and technology to offer a modern, precise, and value-oriented service.

Our ambition: an "AI-first" fiduciary model

We already use artificial intelligence concretely to increase efficiency and quality: we automate repetitive tasks, strengthen controls, and improve execution speed. Our vision is clear: use AI to work better and faster, leaving people with what matters most: analysis, professional judgment, relationship, and advice.

The role

We are looking for a senior, autonomous, and reliable person capable of managing fiduciary mandates with a comprehensive approach: technical quality, customer focus, and a mindset oriented towards continuous improvement.

What we offer

• Attractive salary with an individual bonus system
• High-level professional environment, with real growth and responsibilities
• Flexible work model (hybrid), modern offices, and advanced technological tools
• 40-hour workweek, 5 weeks of vacation + option to purchase additional weeks
• Transparent career path and remuneration, with real advancement opportunities
• Continuous training funded by the company (technical development and leadership)
• Head offices, excellent connections, and benefits (e.g., half-price SBB subscription)
• Concrete corporate culture: collaboration, quality, continuous improvement

Main responsibilities

• End-to-end management of a portfolio of mandates (SMEs and startups), with high-quality standards
• Accounting and periodic closings with clear, decision-oriented reporting
• Preparation of annual financial statements and support in audit/control activities (if applicable)
• Preparation and management of tax returns for individuals and legal entities
• Consulting Swiss and international clients, with the ability to structure pragmatic solutions
• Active collaboration in developing processes, digital tools, and intelligent use of AI
• Growth opportunities towards leadership roles (Team Lead / Partner track) for interested profiles

The profile we envision

• Proven experience in fiduciary/accounting fields, ideally with autonomous mandate management
• Federal Professional Certificate in Fiduciary or Finance and Accounting (or equivalent path)
• Trusted advisor mindset: precision, confidentiality, reliability, customer orientation
• Ability to work independently, but also to lead and raise standards and methods within the team
• Native Italian speaker; good professional English (German or French = plus)
• Genuine interest in digitalization and AI applied to professional processes (concrete value, not buzzwords)

Details

Location: Lugano (hybrid possible)

Percentage: 80%–100%

Start: to be agreed

The Nexus Group

• STARTUPS.CH AG: Consulting entrepreneurs before, during, and after the company formation process
• Findea AG: Innovative fiduciary and audit company, specialized in SMEs

For more information about the Nexus Group visit:
www.nexus-group.com