Mandate Manager

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Mandate Manager
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Want to manage your own portfolio of clients in a fiduciary setting? Apply now as a mandate manager in a dynamic and human fiduciary!

This fiduciary in Suisse romande accompanies private and professional clients in accounting, taxation, auditing, and consulting, with tailor-made follow-up. Trust, competence, and precision guide its actions, driven by customer proximity, a true team spirit, and a taste for sharing. It is currently looking for a mandate manager to manage a client portfolio, from closings to taxation.

Your tasks at your new employer

• You take charge of your own portfolio of SME and private mandates and become the reference person for each client, from the first exchange to strategic consulting
• You supervise accounting, manage annual closings, and establish reliable financial statements in compliance with the standards of the Code of Obligations
• You optimize the taxation of natural and legal persons, prepare VAT returns, and respond precisely to your clients' questions
• You manage salaries and social insurance with rigor, guaranteeing smooth and perfectly compliant processes
• You intervene in auditing mandates and high-value-added missions such as valuations, restructurings, and business transfers
• You collaborate closely with a team of complementary skills and exploit digital tools to modernize file monitoring

You offer your new employer

• You hold a completed higher education degree in accounting, finance, or fiduciary, for example a federal certificate, an ES or HES diploma in economics
• You have acquired several years of experience in fiduciary as well as practical experience in auditing, a valuable asset for carrying out varied missions
• You perfectly master French orally and in writing, which allows you to advise your clients with clarity, ease, and professionalism
• You are comfortable with accounting software and curiously follow the evolution of new technologies
• You are autonomous, well-organized, and have a true sense of contact; you like exchanging with clients and sharing your ideas in a team in a good mood

You can also benefit from the following advantages

• You thrive in a varied activity, from closings to valuation missions, within a team of complementary skills
• You organize your time thanks to flexible hours and the possibility of teleworking to reconcile private and professional life
• You develop your skills thanks to continuing education supported by your future employer
• You evolve in a professional and convivial environment, within premises easily accessible by public transport

Have we aroused your interest? Then apply today!

Work location: Bulle / Veveyse.
Contact: Ambre Staehli, a.staehli@ , + ID: 678706

Careerplus SA

• Careerplus SA

Place Coquillon 2
2000 Neuchâtel

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