Senior Client Advisor – Entrepreneurs & Families

Seize your opportunity and take on a key role with significant scope for responsibility and development – the ideal next step for experienced professionals ready to advance their career and make a real impact.

Client Mandates: Full responsibility for the comprehensive management of corporate and family structures in Switzerland – advising entrepreneurs and entrepreneurial families with both national and international backgrounds, including planning, budgeting, and reporting.

• Primary Contact: Provide holistic and long-term advice – from corporate and tax structures to business management issues and complex wealth and succession matters.

Accounting & Audit: Responsibility for interim and annual financial statements as well as oversight of limited and statutory audits.

Tax & Structures: Lead complex tax matters, review tax files, and develop sustainable optimization strategies.

Strategy & Steering: Drive strategic topics such as business valuations, succession and wealth planning, and the implementation of controlling and governance systems.

Team & Leadership: Through your active role in direct exchange, you strengthen collaboration, support colleagues, and act as a role model within the team.

Holistic mindset, long-term client orientation and enthusiasm for complex challenges

Entrepreneurial drive, results orientation and the ability to take responsibility in direct client interaction

Several years of leadership experience in guiding and developing colleagues – with clear potential to advance towards department head

Advanced professional qualification (
Certified Fiduciary Expert, Certified Tax Expert, Expert in Accounting and Controlling, Chartered Accountant
) – completed or in progress

5–7 years of experience in fiduciary, audit, or tax advisory, ideally in an international environment

Fluent in German and English (C1/C2)

Responsibility & Impact: A key role with direct influence on mandates and client relationships – you shape solutions actively, rather than steering only sub-processes.

Attractive Compensation: Competitive salary with performance-based components – your responsibility and results are visibly rewarded.

Exclusive Client Base: Direct collaboration with Swiss and international entrepreneurs and families, gaining insights into complex global matters.

Agility & Proximity: Short decision-making paths, direct client contact, and the ability to implement holistic solutions independently.

Team Culture: Direct exchange, knowledge sharing, and supporting colleagues – building an inspiring working environment together.

Development: Individual coaching, leadership programs, and external training opportunities.

Working Model: Structured annual working hours with flexibility and regulated compensation of overtime.

Are you ready to manage complex mandates holistically, build long-term client relationships, and take the next step in your career within an exclusive environment? We look forward to receiving your application.