Fiduciary Assistant – Swiss Client Portfolio Management

About the role

This position is aimed at professionals currently working in a client‑facing fiduciary or accounting role within the Swiss market. You will independently manage a portfolio of Swiss corporate and private clients, providing trusted advice on financial and administrative matters.

Key responsibilities

• Manage client relationships and act as the main point of contact.
• Prepare and review financial statements and management accounts.
• Handle Swiss payroll, VAT and tax matters.
• Support company formations, restructurings and liquidations.
• Coordinate with auditors, tax advisers, banks and other external stakeholders.
• Mentor junior team members where applicable.

Required profile

• Several years of experience in a Swiss fiduciary or trust company.
• Strong knowledge of Swiss accounting, payroll, VAT and tax processes.
• Experience managing client portfolios independently.
• Fiduciary qualification such as Fachausweis Treuhand or equivalent.
• Fluency in German and English.

Required skills

• Swiss accounting standards (Swiss GAAP FER) and/or IFRS.
• Swiss payroll processing.
• VAT compliance.
• Tax preparation and filing.