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COMPAGNIE FIDUCIAIRE

COMPAGNIE FIDUCIAIRE

www.fiduciaire-gresivaudan.com

2 Jobs

80 Employees

About the Company

La Compagnie Fiduciaire Grésivaudan, créée en 1976 est une société d'Expertise Comptable et de Commissariat aux Comptes implantée dans les départements de l’Isère et de la Savoie. Elle exerce son activité sur 11 sites : Pontcharra, La Rochette, Allevard, Crolles, Échirolles, Voiron, Le Touvet, Chambéry, Domène, Moûtiers et Les Issambres. Les 11 cabinets sont implantés de façon à apporter une relation de proximité à nos clients du bassin grenoblois et chambérien, mais aussi des départements limitrophes. Nous avons également des clients dans toute la France (région parisienne, région lyonnaise et Provence Côte d’Azur entre autres). La Compagnie Fiduciaire Grésivaudan est composée d’une équipe de plus de 100 collaborateurs Comptables, Experts-Comptables stagiaires et Experts-Comptables diplômés, qui sont réactifs, à votre écoute, pour vous conseiller, construire vos projets et participer au développement de votre activité. Notre volonté est d’être proche de nos clients, sur le terrain, toujours à votre disposition. Chacun de nos clients a un interlocuteur unique qui le conseille, se forme régulièrement, pour être toujours au fait des évolutions impactant leur gestion, organise le recours à toutes nos autres compétences internes ou externes : conseil patrimonial, conseil fiscal, expertise sociale et juridique, informatique. La satisfaction du client est au cœur de nos préoccupations. La Compagnie Fiduciaire Grésivaudan est dirigée par Florent RAPIN, Expert-Comptable, Expert Judiciaire, Commissaire aux Comptes, Maître en Droit Privé et Juriste Conseil d'Affaires. Le cabinet compte 6 Experts-Comptables et Commissaires aux Comptes : Florent RAPIN, Thierry MOUNIER, Frédéric GLAREY, Kévin BONNET, Christine GIRAULT et Nadine MATHERET.

Listed Jobs

Company background Company brand
Company Name
COMPAGNIE FIDUCIAIRE
Job Title
Référent.e comptable Pennylane (H/F)
Job Description
**Job Title**: Pennylane Accounting Reference Officer (M/F) **Role Summary** Serve as the primary change‑management and technical liaison for the implementation and ongoing use of Pennylane across client sites. Manage a small portfolio of client files, provide expert guidance to staff at all levels, and facilitate smooth migration and adoption of the platform. **Expectations** - Maintain hands‑on operational knowledge of Pennylane while managing 2–3 client accounts. - Deliver consistent, clear training and support to junior and senior users. - Actively participate in migration phases and provide post‑migration follow‑up. - Foster a collaborative, trust‑based environment that encourages user adoption. **Key Responsibilities** 1. **Production Accounting** – Oversee daily accounting activities for 2–3 client dossiers, ensuring accuracy and compliance. 2. **Client & Site Support** – Respond to technical queries from colleagues, offer on‑site assistance during critical periods, and conduct periodic visits to reinforce training. 3. **Migration & Onboarding** – Lead or contribute to migration projects to Pennylane, guiding users through transition and post‑implementation phases. 4. **Facilitation & Knowledge Transfer** – Create a supportive atmosphere, structure discussions, and provide clear, actionable answers to all stakeholders. **Required Skills** - Expert knowledge of Pennylane (platform configuration, reporting, workflow automation). - Strong accounting background and familiarity with fiscal periods. - Proven onboarding and training experience, with a passion for knowledge transfer. - Excellent interpersonal and communication skills; ability to build rapport across seniority levels. - Rigorous attention to detail and a collaborative mindset. **Required Education & Certifications** - Minimum Bac +3 in Accounting (or equivalent). - At least 3 fiscal periods experience in a professional accounting firm. - Demonstrated proficiency with Pennylane; relevant certifications or formal training preferred.
Bordeaux, France
Hybrid
13-03-2026
Company background Company brand
Company Name
COMPAGNIE FIDUCIAIRE
Job Title
Ingénieur patrimonial sénior H/F (H/F)
Job Description
Job Title: Senior Patrimonial Engineer Role Summary: Lead the strategic design and implementation of tailored legal, fiscal, and financial solutions for high‑net‑worth clients and corporate leaders. Expectations: Deliver comprehensive, client‑centric patrimonial strategies, oversee and validate engineering studies, and serve as the primary client liaison throughout engagements. Key Responsibilities: - Define client objectives and propose bespoke legal, tax, and financial solutions. - Conduct in‑depth asset and tax audits. - Develop succession, wealth, and tax strategies aligned with client goals. - Coordinate with clients’ advisors (accountants, lawyers, notaries) to execute strategies. - Participate in department meetings to critique and refine recommendations. - Supervise and approve work produced by junior engineers. - Maintain ongoing client communication and project management. Required Skills: - Advanced expertise in French tax law (IRPP, IFI, transfer duties, rental income, corporate tax). - Proficiency in civil law related to family patrimony, inheritance, liberal gifts, and Dutreil agreements. - Knowledge of high‑balance‑sheet transactions (LBO, FBO, OBO) and business succession. - Understanding of executive remuneration, corporate statutes, and financial markets. - Strong client relationship management and consultative communication. - Analytical thinking, problem‑solving, and strategic planning. Required Education & Certifications: - Minimum Bac +5 in Law with specialization in Wealth Management, Business Law, Notary, or Taxation. - At least 4 years of proven experience in patrimonial engineering or related legal/tax advisory roles. - Certification or admission to professional legal or tax bodies is an advantage.
Bordeaux, France
On site
Junior
18-03-2026