Senior Manager – Structuring (Entrepreneurs & Families)
CSF Management AG · Baar
Job description
About the role
CSF Management AG is looking for a Senior Manager to take overall responsibility for the holistic management of complex mandates for entrepreneurs and entrepreneurial families. The role is based in Baar/Zug and involves acting as the primary point of contact, coordinating internal specialists and external partners, and shaping solutions in a demanding, partly international environment.
Key responsibilities
- Manage corporate and family structures with national and international exposure
- Support clients holistically, from structural and tax matters to broader entrepreneurial and wealth-related issues
- Develop existing structures and implement sustainable optimisation opportunities
- Coordinate mandate topics, including company valuations, transactions and control and governance frameworks
- Lead complex tax topics and coordinate audit processes
- Ensure the quality and consistency of reporting, budgeting and financial statements
Required profile
- Several years of experience managing complex mandates in a fiduciary, structuring, private banking or comparable environment; international advisory or Big4 experience is an advantage
- Advanced professional qualification such as Swiss Certified Fiduciary Expert, Certified Tax Expert, CPA or equivalent
- Fluency in German and English, written and spoken
- Integrity, discretion and reliability with sensitive client matters
Required skills
- Solid expertise in accounting, tax and corporate structures and their interdependencies
- Ability to understand, structure and proactively manage complex mandates
What we offer
- A varied, entrepreneurial role with a high degree of ownership and responsibility
- Performance-oriented compensation and individual professional and personal development
- A small, professional environment with short decision-making paths and a reasonable degree of flexibility
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Published 2 hours ago
Expires 1 month from now
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CSF Management AG
Baar
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