Consulting Services Director
4 weeks ago
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 environment 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.
-
NA-Managing Director
1 day ago
Canada, CA LEON CYCLEManaging Director Full timePosition Title: Managing DirectorReports to: CEOLocation: TorontoLeon Cycle introduction:Leon Cycle started in Germany and has steadily expanded its global presence since then; to Spain, USA, Australia, Italy, France and Canada. Our mission is to design, manufacture and sell e-bikes through various distribution channels (e-commerce, and dealers). Our most...
-
Service Consulting Partner
6 days ago
Canada Cryotic Consulting Ltd. Full timeCompany DescriptionOur mission at Cryotic Consulting is to provide cutting-edge Engineering, e-Learning, and Business Services that help our clients succeed in today's fast-paced environment. We are committed to delivering innovative solutions that drive growth and profitability. Our team of experienced Engineers, Business, and Manufacturing Experts bring a...
-
Service Consulting Partner
1 week ago
Canada Cryotic Consulting Ltd. Full timeCompany DescriptionOur mission at Cryotic Consulting is to provide cutting-edge Engineering, e-Learning, and Business Services that help our clients succeed in today's fast-paced environment. We are committed to delivering innovative solutions that drive growth and profitability. Our team of experienced Engineers, Business, and Manufacturing Experts bring a...
-
Service Consulting Partner
7 days ago
Canada Cryotic Consulting Ltd. Full timeCompany Description Our mission at Cryotic Consulting is to provide cutting-edge Engineering, e-Learning, and Business Services that help our clients succeed in today's fast-paced environment. We are committed to delivering innovative solutions that drive growth and profitability. Our team of experienced Engineers, Business, and Manufacturing Experts...
-
Service Consulting Partner
6 days ago
Canada Cryotic Consulting Ltd. Full timeCompany DescriptionOur mission at Cryotic Consulting is to provide cutting-edge Engineering, e-Learning, and Business Services that help our clients succeed in today's fast-paced environment. We are committed to delivering innovative solutions that drive growth and profitability. Our team of experienced Engineers, Business, and Manufacturing Experts bring a...
-
Service Consulting Partner
6 days ago
Canada Cryotic Consulting Ltd. Full timeCompany Description Our mission at Cryotic Consulting is to provide cutting-edge Engineering, e-Learning, and Business Services that help our clients succeed in today's fast-paced environment. We are committed to delivering innovative solutions that drive growth and profitability. Our team of experienced Engineers, Business, and Manufacturing Experts bring...
-
Service Consulting Partner
6 days ago
Canada Cryotic Consulting Ltd. Full timeCompany Description Our mission at Cryotic Consulting is to provide cutting-edge Engineering, e-Learning, and Business Services that help our clients succeed in today's fast-paced environment. We are committed to delivering innovative solutions that drive growth and profitability. Our team of experienced Engineers, Business, and Manufacturing Experts bring...
-
Director of Professional Services
2 weeks ago
Canada Advotek Recruitment Full timeThis range is provided by Advotek Recruitment. Your actual pay will be based on your skills and experience — talk with your recruiter to learn more. Base pay range CA$150,000.00/yr - CA$150,000.00/yr Direct message the job poster from Advotek Recruitment Tenacious, determined Staffing expertise - President AdvoTek Recruitment Inc AdvoTek Recruitment...
-
Director, Kyndryl Consult Partner
4 weeks ago
Canada Kyndryl Inc. Full timeDirector, Kyndryl Consult Partner page is loaded Director, Kyndryl Consult Partner Apply remote type Partially Remote locations CAMARK6 Markham (CAMARK6) Calgary, Alberta, Canada CA525 Acheson (CA525) Edmonton No City (KCA51676) British Columbia P5T Victoria, British Columbia, Canada time type Full time posted on Posted 10 Days Ago job requisition id...
-
Director Consulting
3 weeks ago
Canada Foster Rosenblatt Full timeLocation: USA/Canada (Telecommuting is possible) Position Purpose: Provides management consulting, market research expertise and solution development for clients in the animal health industry. Leads projects addressing business questions that help client organizations successfully commercialize pharmaceutical products. Project types include:...
-
Director of Professional Services
3 weeks ago
Canada Advotek Recruitment Full timeAdvoTek Recruitment is sourcing a Director, Professional Services with 7+ years of experience for our trusted clients Professional Services team. The client, a Solutions and Software company with a global client base, services the Legal and Corporate Legal markets with a best of breed SAAS Solution.Work with a collaborative team focused on technology, best...
-
Director of Professional Services
3 weeks ago
Canada Advotek Recruitment Full timeAdvoTek Recruitment is sourcing a Director, Professional Services with 7+ years of experience for our trusted clients Professional Services team. The client, a Solutions and Software company with a global client base, services the Legal and Corporate Legal markets with a best of breed SAAS Solution.Work with a collaborative team focused on technology, best...
-
Director of Professional Services
3 weeks ago
Canada Advotek Recruitment Full timeAdvoTek Recruitment is sourcing a Director, Professional Services with 7+ years of experience for our trusted clients Professional Services team. The client, a Solutions and Software company with a global client base, services the Legal and Corporate Legal markets with a best of breed SAAS Solution. Work with a collaborative team focused on technology, best...
-
Director of Protective Services
3 weeks ago
Canada Camacam Full timeDirector of Protective Services A vibrant and engaging community in full expansion, the newly amalgamated municipality of Tantramar provides its citizens with a full array of services while offering a rewarding work environment. To supplement its senior management team, the municipality is seeking a dynamic and motivated person eager to fill the...
-
Director, Field Medical
2 weeks ago
Canada Advotek Recruitment Full timeAdvoTek Recruitment is sourcing a Director, Professional Services with 7+ years of experience for our trusted clients Professional Services team. The client, a Solutions and Software company with a global client base, services the Legal and Corporate Legal markets with a best of breed SAAS Solution. Work with a collaborative team focused on technology,...
-
SAP ABAP/HR Developer
7 days ago
Canada Myticas Consulting Full timeDirect message the job poster from Myticas Consulting Myticas Consulting's direct client is looking for a Senior ABAP Developer with HR experience for a long term remote contact opportunity within Canada. All candidates MUST RESIDE WITHIN CANADA and hold a valid Federal Enhanced Reliability clearance. The candidate must have the following...
-
Community Development Director
2 weeks ago
Canada Workinculture Full timeTHE ORGANIZATION The Disability Screen Office (DSO) is a national, disability-led, bilingual, not-for-profit organization that works with the Canadian screen industry to eliminate accessibility barriers and foster authentic and meaningful disability representation on and off the screen. Our goals include advocating for people with disabilities by...
-
Director of Programs and Development
2 weeks ago
Canada Workinculture Full timeTHE ORGANIZATION The Disability Screen Office (DSO) is a national, disability-led, bilingual, not-for-profit organization that works with the Canadian screen industry to eliminate accessibility barriers and foster authentic and meaningful disability representation on and off the screen. Our vision is to realize a Canadian screen sector that is fully...
-
Director (remote)
1 week ago
Canada Canadian Imperial Bank of Commerce Full timeDirector, Application Operations page is loaded Director, Application Operations Apply locations Toronto, ON time type Full time posted on Posted 3 Days Ago job requisition id 2410089 We’re building a relationship-oriented bank for the modern world. You’ll be joining CIBC’s Infrastructure Operations group within Technology Operations and will be at the...
-
Regional Sales Director
3 weeks ago
Canada Foresters Financial Services, Inc. Full timeRegional Sales Director (British Columbia) page is loaded Regional Sales Director (British Columbia) Apply locations British Columbia Remote Office - Canada time type Full time posted on Posted 4 Days Ago job requisition id R-1677 Career Opportunity Regional Sales Director (British Columbia) Purpose of role The Regional Sales Director is responsible...