Accounting and Tax Manager vocational qualification

The accounting and tax manager prepares the various accounting and tax documents required for the company’s financial and management analysis for the current year or over a multi-year period. 

Upon completion of this training, the trainee will be able to meet all the requirements of the role:

- Entering journal entries and analysing aspects of internal control  

- Carrying out periodic stock-takes on a monthly, quarterly or annual basis

- Presenting periodic accounts 

- Manage the company’s tax affairs (VAT, operating tax), taking into account complex issues such as those relating to regional conditions (new businesses, urban free zones, rural regeneration areas, etc.) 

- Analyse the accounts, using ratios and the restatement of accounting items to highlight management information that enables decision-makers to draw up an action plan

- Carry out all accounting and management tasks 

- Manage relationships with clients, suppliers, financial institutions, and tax and social security authorities

- Use software specific to their field of activity and, more generally, office software (spreadsheets, communication tools and digital file transfer methods)

The course is organised into several skill modules, allowing for step-by-step progression. It alternates between theoretical input, practical exercises and assessment sessions to promote practical and progressive learning.

BC01 - Preparing and presenting periodic and annual financial statements

• Determining the inventory procedures for the financial statements
• Reviewing and approving the annual accounts

BC02 - Complete and check tax returns

• Prepare, check and approve periodic tax returns
• Prepare, check and approve annual tax returns

BC03 - Prepare and present provisional statements of the company’s operations

• Analyse summary financial statements
• Prepare and present budgets and financial forecasts

Throughout the course, students receive personalised support with regular monitoring by the teaching team and progress reviews to tailor the learning to each individual’s needs.

A work placement also enables learners to develop professional skills in a real-world setting.

Skills are assessed progressively through role-plays, practical exercises, professional projects and assessments carried out throughout the course.

Our teaching methodology prioritises a practical, work-focused approach: case studies, role-plays, practical scenarios and collaborative activities enable learning in conditions that closely resemble the real-world workplace.

• Professional qualification from the Ministry of Labour Level 5

Find out more about this qualification (RNCP37949, exact wording of the diploma, name of the certifier, registration date of the qualification) by clicking here.

• All audiences

Level IV (baccalauréat or Min du travail professional qualification) in accounting

or Level Bac+1 with proven writing skills, with a good ability to analyse administrative or legal texts.

12 people

• Fully classroom-based training

• Personalised course
• Group lessons
• Classroom examination

• Room equipped with networked computer workstations
• Plateforme Learning Management System
• Unmarked room with video projector

Assessment prior to the start of the training course.

Interviews and remedial support with the educational advisor and/or the company liaison officer during the training course.

Feedback on participants’ satisfaction during and at the end of the training course.

Option for post-training support.

For participants with disabilities: possible adaptation of training and certification arrangements, support from the disability advisor.

To help us improve the quality of our service, you can send us your suggestions or complaints using the form available on our website.

Equivalences and pathways: to be assessed on a case-by-case basis depending on the candidate’s background: After completing the Accounting and Tax Manager vocational qualification (a professional qualification registered with the RNCP, generally level 6 – equivalent to a three-year higher education degree), several options are available. Direct entry into the workforce The qualification is designed to provide access to roles such as: Accounting Manager General Accountant Sole Accountant in an SME Accounting Assistant in a practice Junior Management Controller Junior Accounting Manager. Further study in accounting and management Certain courses are accessible via application: DCG (Diplôme de Comptabilité et de Gestion) – sometimes with partial exemptions depending on the institution; Professional Bachelor’s degree in accounting, management or finance; Bachelor’s degree in accounting/management at certain schools. Progression to chartered accountancy qualifications (via the standard route) The recognised pathway in the accounting sector is: DCG (3 years of higher education) followed by DSCG (5 years of higher education) and then DEC (chartered accountant). Admission will depend on the institution’s acceptance and any equivalencies. Specialised further training Available for specialisation: taxation, management control, auditing, financial management, accounting software and ERP. Career progression With experience: Chief Accountant, Administrative and Financial Manager (RAF), Management Controller, Senior Accountant in a firm. 

Education Nationale certified teachers, Bac +3 trainers with significant experience in adult training, professional speakers.

Trainers experienced in individualising learning.

For this professional qualification, ongoing assessments (ECF) are organised throughout the course to evaluate the candidate’s progress and their mastery of professional skills.

The final examination takes place before a two-member examination panel comprising professionals from the sector. It comprises a professional role-play and an interview based on the professional portfolio (DP), which highlights the experience and skills developed by the candidate.

The final examination takes place within two months of the end of the training course.

The examination panel validates all or part of the Professional Qualification. In the event of partial validation, the professional competence certificates (CCP) (or competence modules) obtained are valid for a period of five years.

The candidate may subsequently complete the missing modules to obtain the Professional Qualification in its entirety.

Positioning test by appointment.

Interview by appointment.

Present yourself with the liaison form from the prescriber (Mission locale, Pôle emploi...).

Training is available between 15 and 45 days before the start of the course, depending on the funding body. Please contact us.

Contact us to register for a meeting.

Insertion into employment in chartered accountancy firms or companies that manage their accounting and tax activities in-house.

Continuation of studies at levels 6 and 7: Diplôme de Comptabilité et Gestion (DCG) and Diplôme Supérieur de Comptabilité et Gestion (DSCG)

Access for people with disabilities

Catering

Transport

- learning activities based as closely as possible on the conditions in which the profession is practised.

- a personalised pathway at the heart of a group learning system.

- validation throughout the support pathway based on and programmed according to the progress made by each individual.

- preparation for the final professional placement test thanks to numerous professional micro or macro simulations.

2025 intake

Pass rate: 77.80% out of 9 candidates who sat the exam

Satisfaction rate: 100% out of 9 people who responded to our satisfaction survey

Overall employment rate: 57.1%

Rate of students continuing their studies: 28.6%

Dropout rate during the course: 0%

Employment rate in the targeted profession: 42.9%

Added value of the institution:

This course is EKONEA-certified. It meets the sector’s expectations regarding the ecological transition of businesses.