Fiduciary Assistant

Robert Walters Switzerland is seeking a Fiduciary Assistant to manage Swiss client portfolios, handle payroll and tax compliance, and provide independent advisory services in an on-site setting.

The company is looking for a professional to independently oversee a portfolio of Swiss corporate and private clients. This position serves as a trusted advisor for various financial and administrative needs, requiring a proactive approach and the ability to handle multiple mandates simultaneously in a dynamic environment.

Responsibilities

• Serve as the primary contact for clients and maintain strong relationships
• Prepare and review management accounts and financial statements
• Process Swiss payroll, value-added tax, and tax filings
• Assist with company formations, restructuring processes, and liquidations
• Provide guidance on daily accounting and fiduciary issues
• Liaise with auditors, tax advisors, banks, and other external parties
• Mentor and support junior team members when necessary

Requirements

• Several years of experience in a Swiss fiduciary or trust firm
• Deep understanding of Swiss accounting, payroll, VAT, and tax regulations
• Proven ability to manage client portfolios autonomously
• Possession of a fiduciary qualification, such as Fachausweis Treuhand or Fachausweis Finanz- und Rechnungswesen, or an equivalent credential
• Excellent organizational and interpersonal communication abilities

Nice to have

• Experience working with international clients
• Familiarity with Swiss GAAP FER or IFRS standards, depending on the specific client portfolio