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About the Role

You will be the central point of contact between clients, authorities, and management, supporting new mandates from the initial inquiry and gaining insight into decision-making processes within a consulting firm. You will handle inquiries in both German and English, ensuring digital incoming documents, requests, and information are reviewed, systematized, and correctly assigned for further processing.

Responsibilities

Review, systematize, and assign digitally incoming documents, requests, and information according to the firm's guidelines and initiate subsequent processes.
Manage client interactions by receiving, prioritizing, and tracking client requests, and systematically forwarding them to the appropriate person.
Support new mandates from initial contact to full setup, including tax advisory agreements, power of attorney, transparency register inquiries, and digital master data setup.
Maintain, update, and ensure the quality of client and master data to support reliable digital processes.
Continuously improve digital workflows, particularly through the practical application of AI tools, digital agents, and automated interfaces.
Independently handle recurring tasks following defined routines and contribute to adapting these routines to new digital possibilities.
Follow up on open cases, deadlines, and feedback in close coordination with the entire management team, ensuring reliable client support.

Requirements

Completed commercial apprenticeship, preferably with several years of professional experience.
Proficient in MS Office, with initial experience in DATEV ideally.
Interest in AI applications and digital agents, and willingness to use them in daily work.
Very good German language skills and fluent English.
Independent and reliable work style.

Skills

MS Office
DATEV
AI applications
Digital agents
German
English

Location

Berlin
Hamburg
Leipzig
Kleinmachnow

Work Type

Full-time

Experience Level

Professional experience

Education Level

Commercial apprenticeship

Salary/Compensations

Noticeably above-average remuneration & additional benefits
Attractive salaries above the industry average
13th salary
Company pension scheme

Benefits

Individual development opportunities
Planned introduction of a 4-day week
Selection of clients
Firm-wide revenue targets instead of individual targets
Interdisciplinary projects
Transparent advancement opportunities
Clearly defined career paths
Modern and stylishly furnished premises
Team cohesion
Numerous further and especially digital training opportunities
Self-responsibility & trust
High degree of digitalization

About the Company

For almost 20 years, Consultia has been supporting medium-sized businesses in tax matters and important entrepreneurial decisions.
Our clients range from real estate to transactions and restructurings; at the same time, we support foreign companies and private individuals with their activities in Germany.
Over 40 employees work at our locations in Berlin, Hamburg, Leipzig, and Kleinmachnow in a largely digital office environment.
Documents, inquiries, and information are predominantly received digitally – via email, interfaces, portals, or other electronic input channels.