Mandate Manager 100% – Fiduciary | Vevey

About the job

At FIDBOX, we have a simple conviction: an entrepreneur does not need more accounting entries, they need clarity to make decisions. That is what we have been building since day one, with 100% cloud tools, structured processes, and a team that truly loves its clients.

FIDBOX is now entering a new phase of growth and structuring. We are looking for a motivated person to take charge of a portfolio of mandates and grow with the firm.

The position

You will progressively manage a portfolio of SME and entrepreneur mandates, acting as the main point of contact for your clients.

Specifically, you will:

• manage your mandates: accounting, VAT, closings, corporate and personal taxation, salaries;
• organise, delegate and review the team’s work;
• build a lasting relationship of trust with your clients;
• develop advisory services: reporting, budgeting, tax planning;
• contribute to our processes, tools and internal documentation;
• be a driving force in automation and AI.

Your profile

• Federal diploma as a specialist in finance and accounting, fiduciary agent, or equivalent training;
• At least 3 to 4 years of experience in a Swiss fiduciary;
• Good knowledge of Swiss taxation (corporate, personal, VAT);
• Fluent English is an asset;
• Excellent interpersonal skills and a taste for client contact;
• Pragmatic, solution-oriented, with a strong appreciation for well-executed processes;
• A genuine enthusiasm for digital tools. Curiosity is essential;
• A desire to invest oneself, take initiatives and progress quickly.

What FIDBOX offers you

• A role with real responsibilities and a direct impact on your clients and the firm;
• Concrete skills development, from closing to financial advice;
• Excellent career prospects within a rapidly growing firm;
• A portfolio of varied and stimulating entrepreneur clients;
• A 100% cloud stack and a team that loves testing new ways of working;
• An attractive salary, commensurate with the profile;
• Offices in Vevey, with some remote working and flexibility in organisation.

Start: 1 January 2027 or by agreement