Client advisor (m/f/d)

Client advisor (m/f/d)

Vollzeit Vor Ort
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ppDo you want real freedom in your work, without the constraints of a traditional fiduciary firm? Are you looking for a role where you can structure your day in a way that makes sense for you, instead of following fixed office hours? /p pNexova is the first fully remote fiduciary firm in Switzerland and offers startups and SMEs digital accounting, payroll accounting, and tax advisory services. /p pWe are looking for an experienced Client Advisor in Fiduciary Services who values independence, flexibility, and modern ways of working. You will manage your own client portfolio independently, organize your work freely, and be responsible for the quality of your results. With increasing experience, there is the opportunity to take on more complex mandates as a Senior Client Advisor in Fiduciary Services and assume greater responsibility. /p h3Responsibilities /h3 ul libAdvise and support clients /b You are the main point of contact for a diverse portfolio of startup and SME clients on all fiduciary matters, from accounting and payroll to tax returns and financial planning /li libManage digital accounting /b You prepare annual financial statements and maintain client accounts using Microsoft Dynamics 365 Business Central, professionally and efficiently /li libSwiss regulatory compliance /b Prepare VAT returns (MWST), handle social insurance declarations, and ensure compliance with Swiss accounting standards (OR) /li libWork independently from day one /b You take full responsibility for your mandates and client projects and organize your work autonomously /li libHelp shape our processes /b You challenge existing workflows, contribute your own ideas, and help actively shape the future of digital fiduciary services /li libCareer development /b You have the opportunity to take on more complex mandates as a Senior Client Advisor in Fiduciary Services and, if interested, pursue further qualification as a certified fiduciary expert /li /ul h3Your profile /h3 ul liFederal Diploma in Fiduciary Services or a comparable qualification /li liAt least 3 to 5 years of professional experience in a fiduciary firm /li liDigitally savvy and familiar with common fiduciary and accounting software /li liVery good German skills and solid English for communication with our international clients /li /ul h3Personal strengths /h3 ul liYou work independently and organise your work without constant supervision /li liYou communicate proactively and address problems early rather than letting them sit /li liYou are client-focused and can explain complex topics in an understandable way /li liYou enjoy working remotely and value flexible working hours /li liFreedom, quality, transparency, and responsibility are values you live by /li /ul h3Work environment /h3 ul liWork from anywhere: Whether from home or our office in Basel, you decide where you work. /li liFlexible working hours: Structure your workday in a way that suits you. Availability between 10:00 and 18:00 helps collaboration but is only a guideline. /li liComplete home office set up: Laptop, monitors, and headset, plus CHF 200 per year for ongoing tech needs. /li liFurther education: We support you with relevant courses and certifications. If you want to pursue the Swiss Certified Fiduciary Expert qualification, we'll support you along the way. /li liExciting clients: Work with innovative startups and SMEs across technology, consulting, financial services, and many other industries. /li liDigital processes: We work fully digitally with modern, efficient tools — no paperwork. /li /ul h3Learning and development /h3 pWe support professional development and can cover costs for courses, certifications, and conferences. What we fund depends on relevance to your role and is subject to agreement with your supervisor. /p h3Equipment and IT /h3 pWe cover the initial cost of your home setup: laptop, monitors, headset — whatever you need. After that, you receive CHF 200 per year for ongoing tech needs, plus unlimited calls and data through our Galaxus Mobile partnership. /p h3You are protected /h3 pWe offer an above‑average pension with one of Switzerland's most reputable funds, comprehensive accident coverage including private hospital ward access, and strong salary continuation during illness. /p h3Team and culture /h3 pThere is no one constantly looking over your shoulder. You are trusted to manage your own work, with direct and open communication. /p pWe support team get‑togethers with up to CHF 35 per person for events with four or more colleagues. /p pWorking remotely does not mean working alone. In Basel, we have created a workspace you can use whenever you want a day of focused work or time with colleagues. /p pThe office sits directly opposite Basel SBB, with natural light, adjustable desks, monitors, a kitchen, and space to collaborate comfortably. /p /p #J-18808-Ljbffr

Client advisor (m/f/d) Arbeitgeber: Nexova AG

Nexova AG ist ein hervorragender Arbeitgeber, der eine inspirierende Arbeitsumgebung für Treuhandexperten bietet. Mit einem Fokus auf Startups und KMUs fördern wir eine transparente und vertrauensvolle Zusammenarbeit in einem dynamischen Team, das innovative digitale Buchhaltungsprozesse vorantreibt. Unsere Mitarbeiter profitieren von flexiblen Arbeitsmodellen, kontinuierlichen Weiterbildungsmöglichkeiten und einer Unternehmenskultur, die Kreativität und Eigenverantwortung schätzt.

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Kontaktdaten:

Nexova AG Recruiting-Team