Mandate Manager

About the job

Are you comfortable managing mandates independently and wish to join a modern fiduciary firm that values closeness and dynamism? This opportunity is for you!

For our client, a human-sized fiduciary located in the Morges region, we are looking for a Mandate Manager at 80–100%. Specialising in accounting, tax and financial support for businesses and individuals, this firm offers services including accounting management, preparation of annual accounts, payroll management, tax advice and outsourced financial management. Composed of a small team, the fiduciary prioritises personalised client support and relies on modern digital tools to facilitate administrative and financial management. 

Your tasks with your new employer

• You independently manage a portfolio of fiduciary mandates
• You ensure the maintenance and closing of accounts
• You prepare annual accounts and VAT returns
• You prepare tax declarations for individuals and legal entities
• You handle payroll and social insurance management
• You advise and support your clients on their accounting and tax questions

You offer your new employer

• You have several years of experience in fiduciary work and are autonomous in mandate management
• You have training in accounting, ideally complemented by a federal diploma as a specialist in finance and accounting
• You have excellent command of French, both spoken and written
• You are comfortable with accounting software tools, ideally Crésus, Odoo, Abacus or Winbiz
• You demonstrate rigour, organisation and a good sense of customer service

You can also benefit from the following advantages

• Flexible working hours to facilitate your daily organisation
• Occasional teleworking possibilities, depending on team needs and organisation
• Modern and recently furnished offices
• A fully equipped kitchen and showers available
• A small, young and close-knit team
• A varied position with autonomous management of your mandates and direct client contact

Have we sparked your interest? Then apply today!