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Portfolio manager - trust services

Rothenthurm
beBeeTrust
Inserat online seit: 15 September
Beschreibung

The role of Mandatsleiter:in Treuhand involves leading a diverse portfolio of clients in trust, tax, and financial consulting. Key responsibilities include managing financial accounting, payroll, and tax strategies while ensuring correct VAT accounting and advising on tax matters.


Key Responsibilities

* Independently manage a client portfolio in trust, tax, and financial consulting.
* Prepare and oversee financial accounting, including monthly, quarterly, and annual financial statements.
* Manage payroll accounting, social security calculations, and salary statements.
* Optimize tax strategies and prepare tax returns for individuals and companies.
* Ensure correct VAT accounting and advise on tax matters.


Requirements

* A commercial background, preferably with certification in trust, finance, or accounting, or an equivalent qualification.
* Several years of experience in client management within the trust sector.
* Proficient in industry-specific software (e.g., Abacus, Bexio, Sage, RIMO).
* A structured work approach with high independence.
* Strong communication skills and a passion for client advisory services.


Benefits

This role offers a challenging and rewarding opportunity to grow your career in a dynamic and supportive environment.


What We Offer

* A competitive compensation package.
* Ongoing training and development opportunities.
* A collaborative and inclusive work culture.

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