Certified Fiduciary Expert

On behalf of our client, a well-established fiduciary firm in the Geneva area, we are seeking a Certified Fiduciary Expert.

In this role, you will independently manage a portfolio of clients and act as the primary contact for accounting, tax, payroll, and financial matters. Depending on your experience, you will also participate in supervising the team and developing the fiduciary firm's activities.

Your Responsibilities

• Independently manage a portfolio of mandates composed of SMEs, self-employed individuals, companies, and private clients
• Supervise bookkeeping and ensure the review of files
• Prepare and review annual and interim closings
• Prepare financial statements in accordance with Swiss accounting standards
• Supervise VAT returns and handle specific issues
• Prepare or review tax declarations for individuals and legal entities
• Advise clients on their accounting, tax, payroll, and administrative issues
• Support clients in the creation, restructuring, transfer, or liquidation of companies
• Ensure deadline monitoring and guarantee the quality of services
• Supervise, support, and develop junior staff
• Participate in improving internal processes and tools
• Contribute to client development and retention
• Collaborate closely with management and various fiduciary specialists

Your Profile

• Federal diploma as a fiduciary expert, federal certificate as a fiduciary agent, or equivalent training
• Applications from candidates currently in training will also be considered
• Proven experience within a fiduciary firm in Switzerland
• Excellent command of accounting and closings according to Swiss standards
• Strong knowledge of Swiss taxation for individuals and legal entities
• Good understanding of VAT, payroll, and social insurance issues
• Experience in independently managing a portfolio of mandates
• Ability to handle complex files and propose appropriate solutions
• Excellent interpersonal skills and a genuine advisory approach
• Ability to supervise and support colleagues
• Fluent French, with a good level of English being a real advantage
• Good command of IT tools and fiduciary software
• Knowledge of Abacus, Winbiz, Bexio, Crésus, or equivalent software is an asset