In general, the Senior Director will take charge of certain client files, in addition to reviewing the files of advisors and directors, ensuring the management of the consulting team in order to meet all deadlines and the accuracy of files, and will offer support and training for the team.

Position Description

Participation in meetings with clients to fully understand their expectations and needs

Management and supervision of mandates and deadlines

Revision of the accounts and financial statements prepared by the advisers and directors for the different entities

Revision and / or preparation of tax returns for the different entities

Revision and / or preparation of different tax slips for different entities

Presentation of financial statements and tax returns to clients

Participation in the management of the mandate calendar

Staff training

Carrying out various special mandates (financial planning, inheritance, will, tax reorganization, etc.)

Preparation of service offers and presentations

Participation in customer invoicing

Advising and collaborating with the investment team on the implementation of the tax aspects of the investment policy.

Requirements

A minimum of 10 years of relevant experience

CPA title

Experience in an accounting firm

In-depth knowledge of taxation

Profound knowledge of investment accounting

Experience with holding companies, trusts and foundations

Knowledge of financial planning is an asset





Bilingualism essential (English and French)

Personal skills and abilities

Rigor and attention to detail essential

Great sense of leadership

Excellent time management and work organization skills

Ability to solve practical problems; very motivated by the achievement of results

Team spirit with a positive attitude

Excellent written and oral communication skills

Workplace: 1130 Sherbrooke Street West, Montréal – Hybrid formula of remote work vs in office

Salary: Competitive, to be discussed according to the skills and experience of the candidate – 150K$ +

Other form of compensation: Performance bonus

Social advantages:

Generous group insurance plan, including disability and dental insurance.

Group RRSP with employer contribution and other benefits.

Employment status: Permanent, full time – flexible schedule

WHY 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 their success.

To grow personally and professionally.

To work in an setting that fosters work/life balance.

The use of the masculine gender has been used in order to lighten the text and make it easier to read. The position is open to anyone who meets the requirements of the position, without discrimination.

#J-18808-Ljbffr

📌 Remote Management Consultant (Quebec City)
🏢 micro1
📍 Quebec City