Join to apply for the Tax Director role at Patrimonica Advisory Inc.10 months ago Be among the first 25 applicantsJoin to apply for the Tax Director role at Patrimonica Advisory Inc.In general, the Tax Director will take charge of more complex tax files, prepare and review taxreturns, provide expertise for tax planning of client files, collaborate in supervising the team in order tocomply with all timelines and accuracy of records, and provide support and training to the team.Position DescriptionParticipation in meetings with customers to fully understand their expectations and needsManagement and supervision of mandates and deadlinesReview and/or preparation of tax declarations for the various entitiesReview and/or preparation of different tax slips for the different entitiesPresentation of financial statements and tax declarations to clientsAnalysis of corporate structures of familiesDevelopment of tax strategiesStaff trainingRealization of various special mandates (financial planning, estate, will, tax reorganization, etc.)Participation in the preparation of service offers and presentationsParticipation in customer billingAdvice and collaboration with the investment team for the implementation of the tax aspects ofthe investment policyRequirementsA minimum of 10 years of relevant experienceCPA designationBachelor's or master's degree in taxationExperience in an accounting firmDeep knowledge of taxationExperience with holding companies,



trusts and foundationsKnowledge of financial planning is an assetEssential bilingualism (English and French)Personal Skills And AbilitiesRigor and attention to detail essentialGreat sense of leadershipExcellent time management and work organization skillsAbility to solve practical problems; very motivated bythe achievement of resultsTeam spirit with a positive attitudeExcellent written and oral communication skillsWorkplace: 1130 Sherbrooke Street West, Montréal – Hybrid formula of remote work vs in officeSalary: Competitive, to be discussed according to the skills and experience of the candidate – 175K$ +Other form of compensation: Performance bonusSocial advantages: Generous group insurance plan, including disability and dental insurance. Group RRSPWith Employer Contribution And Other BenefitsEmployment status: Permanent, full time – flexible scheduleWHY WORK AT PATRIMONICA?To join a dynamic group fully dedicated to the financial supervision of wealthy families.To build a privileged relationship with people of stature and influence and to contribute to theirsuccess.To grow personally and professionally.To work in an workplace that fosters work/life balance.Seniority level Seniority level DirectorEmployment type Employment type Full-timeJob function Job function Accounting/Auditing and FinanceIndustries Investment ManagementReferrals increase your chances of interviewing at Patrimonica Advisory Inc. by 2xGet notified about new Tax Director jobs in Montreal, Quebec, Canada .Greater Montreal Metropolitan Area CA$150,000.00-CA$180,000.00 17 hours agoMontreal, Quebec, Canada CA$90,000.00-CA$120,000.00 2 weeks agoMergers and Acquisitions Tax, Manager (Bilingual FR/EN) Senior Manager, International Corporate Tax We're unlocking community knowledge in a new way. Experts add insights directly into each article, started with the help of AI.#J-18808-Ljbffr

📌 Tax Director - C$175,000 A Year (Montreal)
🏢 Patrimonica Advisory
📍 Montreal