Senior Trust Accountant

Join an independent fiduciary and family office services provider as a Senior Accountant, managing the accounting and tax affairs of a portfolio of Swiss companies while driving process improvements, digitalisation and accounting automation.

Responsibilities

• Manage independently the accounting of a portfolio of Swiss entities, including SA, Sàrl, holding companies, asset-holding and operating companies, and foundations.

• Handle general accounting, bank reconciliations and the monitoring of financial transactions.

• Prepare periodic and annual closings and financial statements in accordance with the Swiss Code of Obligations.

• Prepare annual accounts and supporting documentation for external auditors.

• Monitor current accounts, loans, investments and intercompany transactions.

• Prepare periodic financial reports and analyses for clients and management.

• Prepare corporate tax returns, including cantonal and communal taxes (ICC) and direct federal tax (IFD).

• Prepare VAT returns and monitor related tax obligations, including withholding tax and dividend distributions.

• Ensure compliance with accounting, tax and regulatory deadlines.

• Coordinate with external tax advisers and other specialists on complex matters.

• Manage corporate administration tasks, including documentation for annual general meetings, approval of financial statements and Board resolutions.

• Act as the main point of contact for clients on day-to-day accounting and tax matters.

• Liaise with auditors, tax authorities, banks, notaries and other external stakeholders.

• Identify opportunities to improve accounting efficiency by reducing manual tasks, simplifying workflows and optimising resource allocation.

• Lead the implementation and optimisation of accounting software and digital tools, including WinEUR, and support their integration with other systems.

• Develop and standardise accounting procedures to improve productivity, data quality and service delivery.

• Implement solutions to improve the profitability and efficiency of accounting mandates.

• Support colleagues in adopting new systems, tools and working methods.

• Manage accounting assignments independently, ensuring deadlines, budgets and quality standards are met.

• Contribute to the development and continuous improvement of accounting services in collaboration with senior management.

• Review and supervise the work of junior colleagues where required.

Requirements

• Degree or professional qualification in Accounting, Finance or a related field; a Swiss Federal Diploma in Finance and Accounting or equivalent is an advantage.

• 5+ years of relevant experience in accounting, ideally within a Swiss fiduciary, family office or corporate services environment.

• Strong knowledge of Swiss accounting standards and the Swiss Code of Obligations.

• Proven experience managing the accounting and tax affairs of Swiss companies independently.

• Good knowledge of Swiss corporate taxation, VAT, withholding tax and related compliance requirements.

• Experience preparing annual financial statements, tax returns and supporting documentation for external audits.

• Familiarity with corporate administration and the management of Swiss legal entities.

• Strong IT skills and experience with accounting software; WinEUR experience is an advantage.

• Demonstrated interest or experience in digitalisation, accounting automation, system implementation and process optimisation.

• Advanced Excel skills and the ability to improve reporting and data management processes.

• Strong organisational and analytical skills, with excellent attention to detail.

• Ability to manage multiple mandates independently and prioritise competing deadlines.

• Excellent client relationship and communication skills, with a professional and service-oriented approach.

• Fluent French; good command of English is an advantage.

• Reliable, proactive and discreet, with a strong sense of confidentiality.

• Ability to work collaboratively with colleagues and external stakeholders while taking ownership of assigned responsibilities.