Description

Mandate Manager (80 - 100%) - Geneva

Our client, a human-scale fiduciary based in Geneva, supports a varied clientele through a modern, digital and personalised approach. As part of their development, we are looking for a:



Mandate Manager (80 - 100%)


Mandate Manager (80 - 100%)

Your role

As Mandate Manager, you independently manage a portfolio of clients and are their primary contact for all their fiduciary needs. You operate in a digitalised environment that promotes efficiency, proximity and quality advice.

Your responsibilities

  • Independent management of a portfolio of mandates composed of SMEs and private clients
  • Maintenance and supervision of financial and analytical accounting
  • Preparation of annual closures and financial statements
  • Preparation and monitoring of tax returns for individuals and corporations
  • Ongoing advice to clients on accounting, tax and administrative matters
  • Comprehensive payroll management (payroll, social security statements, employee-related aspects)
  • Participation in the continuous improvement of internal processes through digital tools
  • Close collaboration with partners and the fiduciary team

Your profile

  • Training in accounting, finance or fiduciary qualification (an asset)
  • Proven experience of at least 7 years in a fiduciary in Switzerland with independent mandate management
  • Excellent knowledge of Swiss accounting
  • Good command of Swiss taxation for individuals and corporations
  • Strong skills in payroll and social insurance management
  • Comfortable with IT tools and a keen interest in digital solutions
  • Entrepreneurial spirit, customer service orientation and ability to work independently
  • Fluent French; English or German is an asset

Benefits

  • 5 weeks holiday + bridge days
  • A modern, digitalised and agile working environment
  • Great autonomy in managing your mandates
  • A diverse clientele and varied responsibilities
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