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Senior Consultant

Downtown Montreal
Family Office | Comptabilité Générale | #3994
Permanent | French
Differentiating elements
  • Autonomy & Latitude
  • Flexibility & Quality of Life
  • Growing Environment
  • Key Role with High Added Value
  • Professional Development

About the employer

This downtown Montreal-based company is a renowned family office dedicated to high-net-worth individuals and families. It offers comprehensive supervision of its clients’ financial situation, combining accounting, tax and portfolio management services via its subsidiary. With key values such as caring, independence, excellence and innovation, this fast-growing firm offers a dynamic and stimulating corporate culture.

Benefits
Dynamic work environment with a competent and committed team – Potential for advancement to director roles – Management of complex and diversified files, including trusts, holdings and foundations – Flexible schedule with possibility of telecommuting 2 days a week – Annual allowance for physical activity or other benefit of choice – Annual bonus program – Group insurance paid at 70% by the employer, including dental and eyewear – Group RRSP with employer contribution – Compressed summer schedule to promote work-life balance – Additional paid leave for birthday – Holiday leave including 5 paid days.

Your responsibilities in a few words!

Prendre en charge les dossiers comptables de clients fortunés et assurer le suivi des opérations – Comptabiliser les opérations bancaires et de placements des entités clientes – Préparer les états financiers trimestriels et annuels – Gérer les échéanciers de paiements – Préparer les déclarations fiscales des particuliers, corporations et fiducies – Élaborer les déclarations fiscales annuelles des fondations – Participer à la stratégie de planification financière, fiscale et successorale – Collaborer étroitement avec l’équipe de placements – Agir proactivement pour garantir la qualité des services rendus

Your assets for this position!

CPA designation required
Minimum 7 years’ experience in investment accounting and taxation (individuals, trusts and holdings)
Knowledge of Taxprep, Caseware or DTMax software
Experience in an accounting firm, an asset
Knowledge of foundation taxation, an asset
Bilingualism required (professional level in French and English)

Summary

An ideal opportunity for a rigorous, organized and meticulous person, with the ability to manage complex and diversified files. You will play a key role in a dynamic and competent team, while working with accessible and committed managers. You’ll thrive in a hybrid environment where excellence and innovation are valued. Join a fast-growing company and help provide highly personalized services while developing your expertise in a stimulating field.

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