
Mandate Manager, Fiduciary & CFO for Digital SMEs & Startups
Z83 AG - Run my Accounts Partner
full-time
Posted on:
Location Type: Hybrid
Location: Switzerland
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Salary
💰 CHF 120,000 - CHF 200,000 per year
Job Level
About the role
- You take responsibility for your own client mandates — both professionally and personally
- Support our SME and startup clients as an external CFO (and mandate manager)
- Lead projects on various client engagements in the finance/governance context
- Manage client mandates including annual financial statements, tax returns, etc.
- Provide professional leadership and mentorship to colleagues
Requirements
- Formal finance qualification (university degree, certified auditor (WP), STEX, or equivalent)
- Several years of hands-on experience with mandate responsibility — including annual financial statements, taxes and direct client management
- Extensive experience advising entrepreneurs in complex situations such as financing rounds, restructurings or OR 725 matters
- Strong digital competence
- Proven leadership qualities and a passion for direct client interaction
Benefits
- You decide when, where and how much you work
- Opportunity to build your own profit center (path to partnership)
- Digital-only — pen, paper and printer are no longer required
- Young, highly qualified team with flat hierarchies that enjoys celebrating successes together
- Broad development opportunities through rapid growth and expansion of our services
Applicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills & Tools
financial statementstax returnsmandate managementclient managementadvising entrepreneursfinancing roundsrestructuringsdigital competence
Soft Skills
leadershipmentorshipclient interaction
Certifications
finance qualificationcertified auditorSTEX