Mandate Manager 100% – Fiduciaire | Vevey

At FIDBOX, we have a simple conviction: an entrepreneur does not need more accounting entries, they need clarity to decide. This is what we have been building since day one, with 100 % cloud tools, structured processes, and a team that truly loves its clients.

FIDBOX is now entering a new phase of growth and structuring. We are looking for a motivated person to take charge of a portfolio of mandates and grow with the firm.

The position

You will progressively manage a portfolio of SME and entrepreneur mandates, serving as the main point of contact for your clients.

Concretely, you will:

• manage your mandates: accounting, VAT, closings, tax for legal entities and individuals, payroll;
• organize, delegate, and review the team's work;
• build a lasting relationship of trust with your clients;
• develop advisory services: reporting, budget, tax planning;
• contribute to our processes, our tools, and our internal documentation;
• be a driver for automation and AI.

Your profile

• Federal diploma of specialist in finance and accounting, fiduciary agent, or equivalent training;
• At least 3 to 4 years of experience in Swiss fiduciary services;
• Good knowledge of Swiss taxation (legal entities, individuals, VAT);
• Fluent English is an asset;
• Excellent interpersonal skills and a taste for client contact;
• Pragmatic, solution-oriented, with a strong appreciation for well-done processes;
• A real appetite for digital tools. Curiosity is essential;
• The desire to invest yourself, take initiative, and progress quickly.

What FIDBOX offers you

• A role with real responsibilities and a direct impact on your clients and the firm;
• Concrete skill development, from closing to financial advisory;
• Great prospects for evolution within a rapidly growing firm;
• A portfolio of entrepreneur clients, varied and stimulating;
• A 100 % cloud stack and a team that loves testing new ways of working;
• Attractive remuneration, commensurate with the profile;
• Offices in Vevey, with a share of teleworking and flexibility in organization.

Start date: 1st January 2027 or by agreement

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