Join Patrimonica as a Senior Director for Consulting Services in Montréal, combining remote and in-office work. This permanent position is ideal for specialists skilled in financial oversight and taxation. As part of Patrimonica, you will lead critical consulting services, managing client expectations, training staff, and overseeing complex financial mandates.

Candidates should have at least 10 years of experience, a CPA title, and a solid background in taxation and investment accounting. You will also oversee the preparation of various financial documentation and work closely with the investment team. Key Responsibilities:
Manage client needs and expectations effectively
Oversee deadlines and mandate supervision




Revise financial statements and accounts
Create and review tax returns for clients
Prepare service offers and assist in client invoicing Requirements:
At least 10 years of relevant industry experience
CPA title essential, with accounting firm experience
Comprehensive taxation and investment knowledge
Bilingual in English and French a must
Excellent time management and leadership qualities Become an integral part of a dedicated team focused on the financial well-being of high-profile clients at Patrimonica.

📌 Consulting Services Senior Director Role Montreal
🏢 Hatch
📍 Montreal