Fiduciary Account Manager CV: Example and Template
As a fiduciary account manager, show your mandate portfolio, your closing expertise and your professional qualifications at a glance.
Currently 56 open Fiduciary Account Manager positions in Switzerland, across 12 cantons, 5 of them from the last 7 days. BDO Switzerland advertises the most.
CV example — two-page template
This template is editable straight away — or upload your existing CV and it is carried into this layout automatically.
What qualification is expected for a Fiduciary Account Manager position?
In most job postings, the Trustee with Federal Diploma of Higher Education or the Financial and Accounting Specialist diploma is considered the entry ticket, complemented by several years of mandate experience.
The typical path begins with a commercial apprenticeship (EFZ) in the fiduciary sector, followed by the Trust and Fiduciary Administrator course from TREUHAND|SUISSE, leading to the federal diploma as a Trustee or as a Financial and Accounting Specialist. State the title exactly as it appears on the diploma, with the exam year and issuing body - trust and fiduciary companies check this closely. If you are currently in training, note the planned exam date, for example 'Federal Diploma in Trust Management, exam autumn 2026'.
For larger mandates and positions with team responsibility, the Certified Expert in Accounting and Controlling, the Certified Trust Expert or the Certified Tax Expert designation is a clear advantage. A Bachelor's degree in Business Administration with a specialisation in Accounting can also be an alternative, but is generally only accepted in combination with practical mandate experience. Additional courses on VAT, social insurance, restructurings or business succession belong in a separate 'Further Training' section.
The combination of qualification and mandate breadth is important. Therefore, state specifically how many mandates you manage, which legal forms and industries they cover, and whether closings are prepared under the Code of Obligations or additionally under Swiss GAAP FER. Anyone with additional experience in preparing limited statutory audits or in initial consolidations should mention this explicitly.
How do I present my professional experience as a Fiduciary Account Manager convincingly?
Describe your mandate portfolio in figures for each position and substantiate your impact with deadlines, fees and efficiency gains.
Begin each position with a brief context sentence about the firm: number of employees, industry focus, client size. This should be followed by three to four bullet points with figures - number of mandates, fee volume, number of annual financial statements and tax returns per year, number of payroll recipients in payroll accounting. Phrases such as 'independent management of various mandates' tell an HR manager in the fiduciary sector nothing.
Show the entire mandate cycle: ongoing bookkeeping, interim closings, VAT returns, annual financial statements, tax returns, appeals, year-end payroll processing. Add special cases that demonstrate your depth - an FTA VAT audit, the conversion of a sole proprietorship into a GmbH, a succession arrangement, the introduction of a new chart of accounts, or the migration to AbaWeb. Such examples set you apart from applicants who have only performed routine work.
Also consider the leadership and acquisition side. Fiduciary account managers are responsible for deadlines, fees and client satisfaction, and often supervise administrators and apprentices. Statements such as 'supervision of 4 administrators', 'reduced accounts receivable turnover from 54 to 32 days' or 'onboarded 14 new mandates with CHF 310'000 in annual fees' make your contribution to business results visible.
How long should the CV be, and should it include a photo?
Two pages is standard; a professional portrait photo is still customary in the Swiss fiduciary sector and is usually expected.
Keep the CV to two pages, even with ten or more years of experience. The first page contains contact details, a brief profile, an 'At a Glance' section with mandate figures, and the two most recent positions; the second page should contain earlier positions, education, further training, software and languages. Summarise older roles in a single line. Save the file as a PDF with a clear file name, for example 'CV_Hofstetter_FiduciaryAccountManager.pdf'.
A professional portrait photo in business attire remains common in Switzerland, particularly in client-facing fiduciary roles. Place of residence, permit status or citizenship are also expected; year of birth is optional. Also state your availability and notice period - trust and fiduciary companies often plan start dates outside the closing and tax season.
Languages and software are genuine selection criteria in this role: state levels according to the CEFR and the systems you use proficiently, such as Abacus, Topal, Dr. Tax, bexio or Sage. Also mention which cantons you have tax practice experience in, since procedures and deadlines vary by canton. Attach reference letters, diplomas and current further training certificates as a separate PDF rather than integrating them into the CV.
Where Fiduciary Account Manager are hired in Switzerland
How the 56 open positions are spread across the cantons.
Figures as a table
| Canton | postings |
|---|---|
| Zürich | 11 |
| Luzern | 7 |
| Aargau | 5 |
| Bern | 4 |
| Thurgau | 4 |
| Schwyz | 3 |
| Zug | 3 |
| Schaffhausen | 2 |
Which languages the postings require
Of 46 postings that state a language — in brackets, those requiring professional level.
Figures as a table
| Language | postings |
|---|---|
| German | 46 (46) |
| English | 2 (0) |
| Italian | 1 (1) |
Who hires Fiduciary Account Manager in Switzerland
Employers with the most open positions. Staffing agencies are excluded.
Figures as a table
| Employer | postings |
|---|---|
| BDO Switzerland | 30 |
| OBT AG | 3 |
| PwC Switzerland | 2 |
| KPMG Switzerland | 2 |
| Personal Knobel AG | 1 |
| Genossenschaft Migros Aare | 1 |
Full-time or part-time?
How the positions are advertised.
Figures as a table
| Workload | postings |
|---|---|
| Vollzeit / plein temps | 54 |
| Teilzeit / partiel | 1 |
The CV in full
To read through and reuse.
Marc Hofstetter
Fiduciary Account Manager · Trustee with Federal Diploma of Higher Education
Fiduciary account manager with eleven years of trust and fiduciary experience, currently responsible for a portfolio of 62 SME mandates with a fee volume of CHF 1.4 million. I manage bookkeeping through to audit-ready annual financial statements in accordance with CO Art. 957 ff. and Swiss GAAP FER 21, prepare tax returns for legal entities and individuals, and am responsible for VAT returns including correction filings. As a technical lead, I supervise four administrators and two commercial apprentices and support mandates through restructurings, succession planning and the transition to cloud-based accounting solutions.
What sets me apart
Reliable closings under CO and Swiss GAAP FER: I prepare annual financial statements for sole proprietorships, GmbHs and AGs in accordance with CO Art. 957-963b, as well as for foundations and associations under Swiss GAAP FER 21, and deliver audit-ready files that on average pass limited statutory audits without additional queries.
In-depth VAT and social insurance expertise: The effective method and net tax rates, acquisition tax, input tax corrections, as well as payroll processing under Swissdec 5.0 with ELM transmission to OASI, accident insurance, sick pay insurance, occupational pension funds and withholding tax authorities are part of my daily work.
Mandate management with results responsibility: I am responsible for the budget, deadlines and contribution margin of my portfolio, manage fee planning per mandate, and have reduced the average accounts receivable turnover from 54 to 32 days.
Digitalisation of SME bookkeeping: I have migrated 24 mandates from desktop bookkeeping to AbaWeb and bexio, introduced OCR-based document capture, and thereby reduced processing time per mandate and month by an average of 3.5 hours.
Key achievements
Portfolio expanded by CHF 310'000 in fees. Acquired and onboarded 14 new SME mandates over three years, including 5 from succession arrangements at existing clients - additional annual fee income of CHF 310'000 with unchanged team size.
FTA VAT audit closed without additional charge. During a VAT audit of a mandate with CHF 12 million in turnover, reviewed all input tax corrections and acquisition tax cases for four tax periods - closed without any additional charge, releasing a provision of CHF 95'000.
Closing turnaround time cut by 30 percent. Introduced a standardised closing checklist and preparation file; the time from receipt of documents to the signed annual financial statement fell from 11 to 7.5 weeks, with 92 percent of tax returns filed before the deadline.
Experience
Fiduciary Account Manager — Lindenhof Treuhand AG, Zug, 2020 - present
Trust and fiduciary company with 28 employees, focused on SMEs, start-ups and non-profit organisations in Central Switzerland.
- Managed a portfolio of 62 mandates with CHF 1.4 million in fee volume, responsible for around 55 annual financial statements and 80 tax returns per year
- Provided technical supervision for 4 administrators and 2 apprentices, established a four-eyes quality control principle for 100 percent of closings
- Migrated 24 mandates to AbaWeb and bexio, achieving an efficiency gain of 3.5 hours per mandate and month
- Reduced the portfolio's accounts receivable turnover from 54 to 32 days, lowering fee losses to under 0.4 percent
Trust and Fiduciary Administrator with Mandate Responsibility — Aareblick Treuhand & Revision GmbH, Lucerne, 2016 - 2020
Regional trust and fiduciary company with 12 employees, specialising in construction, hospitality and healthcare.
- Independently managed 38 mandates, including 9 subject to limited statutory audit by an external audit body
- Prepared around 120 VAT returns per year, transitioned 7 mandates to the net tax rate method, saving CHF 46'000 in tax burden
- Handled payroll accounting for 210 employees via Abacus Payroll, including year-end processing with salary certificates and ELM filings without correction runs
- Handled tax apportionments and appeals in 6 cantons, achieving a total reduction in assessment of CHF 78'000 in 4 cases
Finance and Accounting Administrator — Steinegg Beratung AG, Sursee, 2013 - 2016
Small trust and fiduciary office with 5 employees, providing bookkeeping and tax services for sole proprietorships and partnerships.
- Managed ongoing bookkeeping for 30 mandates with around 2'500 documents processed monthly
- Prepared 90 tax returns for individuals per season, reducing turnaround time per file from 4 to 2.5 hours
- Converted the chart of accounts for 12 mandates to the SME chart of accounts under the Sterchi system and adjusted prior-year comparisons
Education
Trustee with Federal Diploma of Higher Education, Fiduciary services, tax, accounting — Swiss Commercial Association / STS Swiss Trustee School · 2018
Financial and Accounting Specialist with Federal Diploma of Higher Education, Finance and accounting — Higher Vocational School of Central Switzerland, Lucerne · 2015
Commercial Clerk EFZ, Profile E, Fiduciary/real estate sector — Vocational Training Centre Sursee · 2013
Trust and Fiduciary Administrator, TREUHAND|SUISSE (2016) · Advanced VAT Seminar for Trust Mandates, EXPERTsuisse (2021) · Abacus Certification in Financial Accounting and Payroll Accounting (2022) · Swissdec 5.0 Update Payroll Administration, Further Education Centre Zug (2023)