CV Fiduciary: Example and Template
This is how you demonstrate mandate responsibility, financial statement expertise under the Swiss Code of Obligations (CO), and tax competence over two compelling pages.
Currently 11 open Fiduciary positions in Switzerland, across 3 cantons, 7 of them from the last 7 days. DEL FABRO GMBH 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 do you need for a position as a fiduciary?
The federal Fachausweis in fiduciary services is the standard for mandate responsibility; the title of certified fiduciary expert opens the door to management positions.
The classic career path begins with a commercial apprenticeship EFZ in the fiduciary sector or an equivalent entry point, followed by an account manager program in fiduciary services or accounting. This is followed by the professional examination for Fiduciary with federal Fachausweis, which requires several years of practical experience depending on prior training. State the exact title, the year of completion and the training institution - HR managers at fiduciary firms check this very carefully.
Anyone preparing financial statements under Swiss GAAP FER, leading audit mandates or handling complex tax issues should position themselves with the higher professional examination as a certified fiduciary expert, certified expert in accounting and controlling, or with the admission profile of an audit expert under RAB (Federal Audit Oversight Authority). A Bachelor's degree from a university of applied sciences in business administration with a specialization in accounting can complement these professional titles but does not replace them in the fiduciary market. If you are still in training, state the title you are aiming for along with the planned examination date.
Supplement your CV with professional development that matters in day-to-day fiduciary work: VAT courses with FTA practice relevance, payroll administration under the Swiss payroll standard (ELM/Swissdec), social insurance law, real estate taxation, or succession planning and business valuation. Membership in TREUHAND|SUISSE or EXPERTsuisse, along with proof of your annual continuing education hours, shows that you stay professionally up to date.
How do you present your professional experience as a fiduciary convincingly?
Describe your mandate portfolio with figures: number of mandates, revenue sizes, industries, accounting standards and the systems used.
Start each position with a context line about the employer: size of the fiduciary firm or finance department, types of mandates and cantons. Then substantiate the scope of your responsibility: 45 mandates, fee volume of CHF 620'000, 180 tax returns per year, payroll accounting for 320 employees. These figures immediately place your profile at a level - from account manager to mandate manager to client responsibility with business development.
Make your technical depth visible. Distinguish between bookkeeping, interim and annual financial statements under the CO, financial statements under Swiss GAAP FER, VAT returns under the effective method or net tax rate, tax returns for individuals and legal entities, inter-cantonal tax allocations, withholding tax and notification procedures, as well as payroll and social insurance settlements. Mention special projects such as FTA audits, conversions, liquidations, succession planning or preparation for limited statutory audits under SER.
Software is a filtering criterion in the fiduciary market. List your systems with modules and experience level, such as Abacus with AbaWeb and AbaScan, Dr. Tax Office, Sage 50, Topal, Banana, bexio or Klara, as well as banking interfaces like camt.053 and pain.001. Also mention your client competence: advisory meetings, fee negotiations, supervision of account managers and apprentices - this is exactly what distinguishes a mandate manager from a pure bookkeeper.
How long should the CV be and should it include a photo?
Two pages are standard in the Swiss fiduciary market; a professional photo is customary and expected.
Keep it to two pages: header with contact details, place of residence and citizenship or permit status, a profile of three sentences, then professional experience, education, professional titles, systems and languages. If you have more than ten years of experience, summarize early positions in a single line and give the most space to your current mandate responsibility. Use month and year for dates so that no gaps need to be interpreted.
A professional portrait photo in business attire is customary in Switzerland and expected by fiduciary firms, since you are in direct contact with clients. Also state whether you drive and hold a category B driving licence, if mandates are visited on-site. When applying in bilingual regions, indicate your French or Italian level according to the CEFR scale and specify whether you can conduct mandate correspondence in that language.
Round off the dossier in the correct Swiss manner: cover letter, CV, work references, copies of diplomas including the Fachausweis and - if requested - a current criminal record extract, which is sometimes required for fiduciary mandates involving asset management and AMLA obligations. Provide references only upon request, and clarify confidentiality toward existing mandates beforehand. Salary figures do not belong in the CV; state an expectation such as CHF 95'000 to CHF 105'000 only if the job posting explicitly requires it.
Where Fiduciary are hired in Switzerland
How the 11 open positions are spread across the cantons.
Figures as a table
| Canton | postings |
|---|---|
| Schaffhausen | 1 |
| Zug | 1 |
| Bern | 1 |
Which languages the postings require
Of 9 postings that state a language — in brackets, those requiring professional level.
Figures as a table
| Language | postings |
|---|---|
| German | 9 (9) |
| English | 1 (0) |
Who hires Fiduciary in Switzerland
Employers with the most open positions. Staffing agencies are excluded.
Figures as a table
| Employer | postings |
|---|---|
| DEL FABRO GMBH | 1 |
| Götz & Rufer Treuhand AG | 1 |
| BDO Switzerland | 1 |
Full-time or part-time?
How the positions are advertised.
Figures as a table
| Workload | postings |
|---|---|
| Vollzeit / plein temps | 10 |
| Teilzeit / partiel | 1 |
The CV in full
To read through and reuse.
Simon Aebischer
Fiduciary with federal Fachausweis, SME Mandate Manager
Fiduciary with federal Fachausweis and nine years of experience managing SME mandates in trade, ancillary construction and services. Responsible for around 45 mandates with annual financial statements under the Swiss Code of Obligations (Art. 957 et seq.), VAT returns (effective method and net tax rates) as well as tax returns for legal entities and individuals. Manage a team of three account managers and have consistently migrated mandate processing to Abacus AbaWeb and digital document processing.
What sets me apart
Mandate responsibility from A to Z: Independently manage 45 mandates from bookkeeping through annual financial statements under the CO to tax returns and representation before the cantonal tax office - including fee responsibility of CHF 620'000.
VAT specialist for edge cases: Handle acquisition tax, input tax corrections for mixed use, construction-industry special cases and net tax rate changes; 14 finalized FTA VAT audits with no additional charges exceeding CHF 5'000.
Digitalization of fiduciary processes: Migrated 28 mandates from paper-based bookkeeping to Abacus AbaWeb with AbaScan and a banking interface (camt.053), reducing turnaround time per accounting period by 35 percent.
Link between audit and accounting: Prepare audit-ready closing dossiers for limited statutory audits under SER; auditors' queries per mandate decreased from an average of 12 to 4 points.
Key achievements
Shortened closing season. Introduced a standardized closing checklist and SME chart-of-accounts templates; 42 of 45 annual financial statements completed within 90 days of the balance sheet date (previous year: 27).
Optimized tax burden. Through review of provisions, depreciation practices and dividend policy across 9 mandates, achieved total tax savings of CHF 210'000 over two fiscal years - all positions accepted by the tax authorities.
Automated payroll process. Activated the Swiss payroll standard (ELM) for 11 mandates with 320 employees; annual reports to AHV, BVG, UVG and withholding tax are now submitted digitally, reducing effort for the annual payroll closing by 60 hours.
Experience
Fiduciary Mandate Manager — Rheinquell Treuhand AG, Winterthur, 03.2021 - present
Fiduciary firm with 24 employees, focused on SMEs, associations and real estate companies in the cantons of Zurich and Thurgau.
- Manage a portfolio of 45 mandates with a fee volume of CHF 620'000 and a billing rate of 82 percent.
- Prepare 45 annual financial statements under the CO, 3 consolidated financial statements under Swiss GAAP FER and 180 tax returns for individuals and legal entities every year.
- Technical supervision of 3 account managers and 1 apprentice in commercial/fiduciary training (KV Treuhand); all 4 intermediate exams passed with grade 5 or higher.
- Supported 6 restructurings (sole proprietorship to GmbH/AG, succession planning) including business valuations using the practitioner method.
Fiduciary Account Manager with Mandate Responsibility — Alpsteig Treuhand & Revision AG, St. Gallen, 08.2017 - 02.2021
Regional fiduciary and audit firm with 40 employees, mandates in trade, hospitality and healthcare.
- Managed 30 mandates in financial, payroll and accounts receivable accounting with a monthly booking volume of around 4'500 entries.
- Prepared 120 VAT returns per year and corrected input tax deductions of CHF 48'000 in 2 mandates before the FTA audit.
- Reduced average accounts receivable turnover from 61 to 38 days through structured reminder management for 12 mandates.
- Supported 15 limited statutory audits as an assistant, covering inventory, accounts payable and payroll.
Commercial Employee, Fiduciary Services — Fiduma Treuhand GmbH, Frauenfeld, 08.2014 - 07.2017
Small fiduciary firm with 6 employees, focused on micro-enterprises and tax returns for private individuals.
- Processed the bookkeeping of 22 small mandates using Sage 50 and Banana, closing 22 annual financial statements with balance sheet and income statement.
- Prepared 240 tax returns for individuals per season, 60 of which included real estate and imputed rental value.
- Managed payroll accounting for 45 employees, including withholding tax settlements and salary certificates.
- Digitized the mandate archive of 22 mandates, reducing document search time from an average of 8 to 2 minutes.
Education
Fiduciary with federal Fachausweis, Fiduciary services, accounting and taxation — Swiss Commercial Association / STS Training Center · 2020
Fiduciary Account Manager (Certificate), Accounting, VAT and payroll administration — TREUHAND|SUISSE Training Program, Zurich · 2016
Commercial Apprenticeship EFZ, Profile E, Fiduciary/Real Estate sector — Vocational School Frauenfeld · 2014
Fiduciary with federal Fachausweis (2020) · VAT Specialist Certificate Program, FTA practice continuing education (2022) · Swissdec-certified payroll accounting, Abacus Payroll Advanced (2023) · Member of TREUHAND|SUISSE, ongoing professional development of 40 hours per year