Associate – Entrepreneurs & Families

About the role

CSF Management AG is looking for an Associate to join its team supporting entrepreneurs and entrepreneurial families in Switzerland and internationally. The role involves direct client involvement and offers a clear path towards independently managing client relationships and mandates. It is based in Baar/Zug.

Key responsibilities

• Gradually become involved in supporting entrepreneurs and entrepreneurial families while contributing to complex national and international mandates
• Support the mandate lead in developing tailored solutions and take ownership of your own areas of responsibility
• Prepare and maintain financial and payroll accounting for operating companies and private structures
• Prepare VAT returns and support interim and annual financial statements
• Prepare tax returns for individuals and legal entities
• Contribute to budgeting, liquidity planning and financial planning
• Coordinate ongoing mandates and monitor deadlines
• Work closely with specialists in tax, structuring, accounting and legal matters
• Gradually take on direct client contact and increasing responsibility within relationships and mandates

Required profile

• Commercial education, ideally within fiduciary services or finance
• Swiss Federal Diploma of Higher Education in Fiduciary Services or in Finance and Accounting, or currently working towards one
• Interest in international mandates and cross-border matters
• Excellent German and English (minimum C1)

Required skills

• Proficiency in Abacus and digital accounting and reporting processes
• Strong Microsoft Office skills, particularly Excel and Word

What we offer

• A clear development path towards independently managing relationships and mandates
• Close collaboration with experienced colleagues and specialists in tax, structuring, accounting and legal matters
• Individual coaching, mentoring and professional development
• A culture of ownership, collaboration and short decision-making paths
• Flexible annual working hours with the option to balance additional hours
• Modern digital working environment and a contribution towards health and wellbeing