Montreal East, Canada | Posted on 01/30/2025 Salary $90,000-$100,000 + bonus (10% of salary) City Montreal East Country Canada Job Description Senior Staff Accountant Who we are: One of the oldest leading fee-based provider of integrated wealth management services to high net worth families in Canada.We are proud to be the leader the industry with over 40 years of experience providing top of the line bespoke service.Our teams are well educated, industry bright lights with a keen understanding of Taxation, Investment Strategies, and Financial Planning at the deepest level. Who are our clients?Our experience and technical knowledge allow us to service clients holding $1M and more in liquid assets as well as Family Office clients with assets ranging from $20M to $200M. What we are looking for: If you see yourself as a strong team contributor with a keen ability to learn and grow in a energetic diverse industry and are focused on getting it right and detailed in your approach using technology and software to enhance your work,this is a role for you. We require the Senior Staff Accountant to be an excellent communicator, be the office leader in Excel,



tax and accounting software and possess a strong client service focus with an ability to be client facing. You must possess a working knowledge of Canadian taxation and GAAP. Job Overview As Senior Staff Accountant you will provide full cycle accounting, tax filing services and supporting schedules, Family Office quarterly reporting (including net worth statements, customized portfolio, and performance reports, Responsibilities Notice to Reader file preparation, note disclosures and Financial Statements for investment holding companies, small Canadian operating companies, trusts and charitable foundations, including review of general ledgers, preparation of reconciliation reports and preparation of journal entries and working papers Preparation of Quarterly Family Office Reporting – including net worth statements, investment portfolio detail and quarterly performance reports. Preparation of T1 personal tax, T2 corporation tax, T3 intervivos trust and estate tax, and T5 returns Calculation of Capital Dividend

📌 Senior Staff Accountant (Montréal-Est)
🏢 Staffing In Motion
📍 Montréal-Est