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Client Manager Fiduciary Expert (80-100%) (m/f/d)

  • On-site
    • Baar, Zug, Switzerland

Job description

Location: Baar, Switzerland
Workload: 80-100%
Company: Athos Trustees (Switzerland) AG


About Us:

Athos Trustees (Switzerland) AG is a leading international trust boutique known for our expertise in administering trusts and companies worldwide. As part of the prestigious Bolder Group, we are dedicated to providing top-tier fiduciary services with a personalized touch. Join us and become a key player in a dynamic environment where innovation meets tradition.

Your Role:

As a Client Manager Fiduciary Expert, you'll take on a pivotal role, managing a diverse portfolio of Swiss companies engaged in international business. Your expertise will help shape the financial strategies of our clients, ensuring compliance and fostering growth across borders.

Key Responsibilities:

  • Mandate Management: Independently oversee mandates for Swiss companies with global business operations.
  • Client Advisory: Offer expert guidance in finance, accounting, tax, corporate structuring, and international tax law, in collaboration with external tax specialists.
  • Financial Reporting: Prepare annual financial statements adhering to Swiss and international accounting standards (IFRS, Swiss GAAP FER).
  • Payroll Administration: Manage payroll, social insurance affiliations, and handle annual and source tax declarations.
  • Tax Compliance: Prepare CIT and VAT tax returns, addressing tax issues with the support of external experts.
  • Regulatory Compliance: Ensure adherence to legal regulations and internal guidelines, particularly for international transactions.
  • Project Management: Lead and coordinate interdisciplinary projects, often working with global teams and partners.
  • Team Leadership: Provide technical leadership and mentorship to a team of fiduciary specialists.
  • Networking: Build and sustain relationships with international business partners, banks, and regulatory authorities.

Job requirements

Your Profile:

  • Education: Degree in Business Administration, Finance, or a related field, ideally complemented by a certified fiduciary expert qualification.
  • Experience: Several years of experience in the fiduciary sector, with a strong track record in managing international mandates.
  • Expertise: Deep knowledge of Swiss tax law, accounting standards, and international tax law.
  • Language Skills: Proficiency in German and English; additional languages are a plus.
  • Technical Skills: Mastery of fiduciary and accounting software (Abacus) and MS Office applications.
  • Personal Attributes: Strong analytical skills, high service orientation, excellent communication abilities, and proven leadership qualities.

What We Offer:

  • Challenging Assignments: Engage in diverse and stimulating projects with an international scope.
  • Career Growth: Benefit from regular training opportunities and support for your professional qualifications.
  • Dynamic Workplace: Join a supportive, collegial team in a modern, cutting-edge work environment.
  • Competitive Compensation: Enjoy market-aligned remuneration, including attractive fringe benefits and comprehensive social benefits.

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