Associate Client Advisor - Entrepreneurs & Families

CSF Management AG

📍 baar, zug, Switzerland

Full-time Other-General

Job Description

A key role with direct client involvement and clear potential for professional growth.

You will support entrepreneurs and their families in Switzerland and internationally with financial, tax and administrative matters. In close collaboration with experienced Client Advisors, you will take an active role in managing mandates and gradually assume your own areas of responsibility. Working alongside specialists in taxation, structuring, accounting, and legal matters, you will help develop tailored solutions for our clients.

Your key responsibilities:

  • Managing financial and payroll accounting for corporate and private structures
  • Processing day‑to‑day transactions using digitalized systems and preparing VAT returns
  • Preparing interim and annual financial statements
  • Assisting with audits and year‑end reviews
  • Contributing to budgeting and mid‑term planning
  • Preparing payroll statements and salary certificate...
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