Mandate Manager

About the job

Want to manage your own portfolio of clients in fiduciary services? Apply now as a mandate manager in a dynamic and people-oriented fiduciary firm!

This fiduciary firm in French-speaking Switzerland supports private and professional clients in accounting, taxation, auditing and consulting, with tailored follow-up. Trust, competence and precision guide its actions, driven by client proximity, a true team spirit and a passion for sharing. It is currently looking for a mandate manager to oversee a client portfolio, from closings to taxation.

Your tasks with your new employer

• You take charge of your own portfolio of SME and private mandates and become the point of contact for each client, from the first exchange to strategic advice
• You supervise the accounting, manage the annual closings and prepare reliable financial statements in compliance with the Swiss Code of Obligations standards
• You optimise the taxation of individuals and legal entities, prepare VAT returns and respond accurately to your clients’ questions
• You manage salaries and social insurances rigorously, ensuring smooth and fully compliant processes
• You work on audit mandates and high value-added assignments such as valuations, restructurings and business transfers
• You collaborate closely with a team of complementary skills and utilise digital tools to modernise file management

You offer your new employer

• You hold a completed higher education in accounting, finance or fiduciary services, for example a federal certificate, a diploma from a business school or university of applied sciences
• You have several years of experience in fiduciary services as well as practical auditing experience, a valuable asset for handling varied assignments
• You have excellent command of French, both spoken and written, enabling you to advise your clients clearly, confidently and professionally
• You are comfortable with accounting software and follow new technology developments with curiosity
• You are autonomous, well organised and have a genuine sense of interpersonal skills; you enjoy interacting with clients and sharing ideas with the team in a friendly atmosphere

You can also benefit from the following advantages

• You thrive in a varied role, from closings to valuation assignments, within a team of complementary skills
• You organise your time with flexible hours and the possibility to work remotely to balance private and professional life
• You develop your skills through continuing education supported by your future employer
• You work in a professional and friendly environment, in premises easily accessible by public transport

Have we sparked your interest? Then apply today!