Client Account Manager, Financial Services
vor 7 Stunden
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Global Executive Search Professional, PHROur client, an organization operating in an international setting, is seeking a passionate and experienced Client Account Manager, Financial Services to join their dynamic team. This is an exceptional opportunity for a driven professional who excels at building strong client relationships and delivering outstanding results. The client provides a range of benefits to support professional and personal growth.
Responsibilities:
- Plan and support limited and regular audits.
- Take full responsibility for customer mandates, including customer reporting, medium-term planning, and budgeting.
- Establish, implement, and oversee financial and cost accounting systems.
- Prepare periodic and annual financial statements and business/financial reports in compliance with Swiss standards.
- Advise and manage company formations, restructurings, reorganizations, and liquidations.
- Provide advice on complex tax matters and identify tax optimization opportunities.
- Prepare tax returns and review assessments for legal entities and individuals.
- Serve as the main contact for business and tax-related inquiries.
- Assist management with departmental leadership, including customer acquisition.
- Support company valuation, budgeting, financial and investment planning, and control system implementation.
Requirements:
- Completion of advanced training or currently pursuing it (e.g., federally certified trust specialist, tax professional, auditor, or expert in accounting and controlling).
- More than five years of experience in a similar position.
- Expertise as a consultant in an international environment.
- Outstanding proficiency in both German and English.
- A goal-oriented, driven, and articulate professional with a deep enthusiasm for delivering exceptional customer service.
Mid-Senior level
Employment TypeFull-time
Job FunctionAccounting/Auditing, Consulting, and Finance
IndustriesBusiness Consulting and Services, Financial Services, and Accounting
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