Job Description Vortex Stratégie & recrutement is actively seeking a Director, Integrated Accounting Services for its client, a highly reputable and rapidly growing accounting firm based in Montreal, with offices across Quebec.

The firm employs over 200 professionals and continues to expand its team.

The Director plays a key role in managing and planning engagements, as well as maintaining strong client relationships.

The Director is responsible for managing, mentoring, and training a team of accounting technicians and assistant managers.

This individual will also oversee a portfolio of clients and provide ongoing support to their assigned clientele.

The Director is responsible for overseeing the progress of engagements, managing assigned workloads, and ensuring compliance with established budgets, quality standards, and deadlines, while consistently delivering exceptional client service.

Your Role and Responsibilities Manage the Full Accounting Cycle and Investment Accounting Manage a portfolio of clients and plan, coordinate, and supervise the execution of assigned engagements, ensuring compliance with deadlines (tax filings, month-end closings, year-end bookkeeping, and other required deadlines) and established budgets.

Supervise, plan, and review bookkeeping activities, tax filings, and any other required reports, including those prepared by accounting technicians or assistant managers, to ensure the quality and accuracy of deliverables.

Perform, plan, and review investment accounting activities, analyze discrepancies and reconcile imbalances, and handle complex bookkeeping for certain clients.

Act as a key resource throughout all stages of the accounting cycle and support team members in completing their engagements.

Manage Year-End Accounting Activities Prepare and review year-end files and financial statements, including bookkeeping completed by accounting technicians and assistant managers.

Supervise and mentor accounting technicians and assistant managers assigned to engagements, ensuring compliance with deadlines and budgets.

Perform account analyses, resolve discrepancies,



and ensure compliance with accounting standards.

Prepare internal financial statements and compilation engagements.

Prepare corporate income tax returns.

Collaborate with clients to gather required information, assist in presenting financial results, and provide recommendations when appropriate.

Oversee Payroll and Related Activities Plan and coordinate payroll processing in collaboration with the payroll team.

Plan, participate in, and prepare annual tax slips.

Ensure Effective Internal and External Communication Oversee communications with tax authorities and act as a key resource.

Coordinate and lead team members involved in engagements.

Leverage each team member's strengths and contribute to a positive work workplace.

Lead by example and promote collaboration, synergy, and teamwork among colleagues.

Demonstrate exceptional client service in all interactions, both internally and externally.

Manage Deadlines and Budgets Plan, organize, and execute engagements within established deadlines and budgets, while balancing client expectations with engagement requirements and constraints.

Oversee workload distribution and engagement planning.

Monitor engagement progress, budgets, and team members' billable hours, and provide regular updates to the responsible Partner.

Manage cost or time overruns, obtain additional budget approvals when required, and inform clients as necessary.

Monitor accounts receivable aging and work in progress.

Oversee engagement billing prepared by accounting technicians, identify additional billable work, and ensure established billing targets are met.

Contribute to the Firm's Growth and Development Identify planning opportunities and propose time and fee budgets to the Partner.





Participate in the onboarding and integration of new employees.

Support the training and professional development of other team members.

Develop tools and training programs to improve the efficiency of engagements and departmental operations.

Participate in client training initiatives.

Provide engagement-specific feedback and participate in annual performance reviews.

Support the Partner in preparing service proposals.

Participate in business development and networking activities to strengthen the firm's visibility and expand professional relationships.

Requirements Bachelor's degree in accounting with a CPA designation in progress, an asset. CPA designation, an asset.

Minimum of 7 years of accounting experience (experience in a public accounting firm is an asset).

In-depth knowledge of Caseware, Case

View, Taxprep, Acomba, Sage, and Quick

Books Online.

Strong planning and organizational skills.

Excellent analytical abilities, attention to detail, and a high level of accuracy.

Ability to manage multiple engagements simultaneously.

Excellent command of French, both written and spoken.

Knowledge of English is an asset.

Advantages Highly competitive salary based on professional experience; Comprehensive and customizable group insurance program; Annual wellness allowance; Flexible time, versatile schedules, and flexible work locations: Our flexible work environment is designed to provide employees with maximum autonomy.

Flex-time allows employees to take time off in recognition of hours worked during busier periods.

Flexible schedules provide the chance to adjust working hours to accommodate personal routines, while flexible work locations allow employees to choose where they work based on their personal needs, while respecting operational requirements. 100% work from home option, if desired; Telemedicine services; Social activities such as happy hours, BBQ lunches, outdoor activity days, end-of-tax-season celebrations, game and trivia nights, prize draws, and more; And much more! The masculine form is used solely to simplify the text.

📌 Director, Integrated Accounting Services - Accounting Firm (Montreal)
🏢 vortex
📍 Montreal