Manager, Senior Manager specializing in trusts and estates

7 hours ago

Montreal, Canada Demersbeaulne Full time

As part of the Canadian tax team, you will be autonomous and able to plan, organize, direct and contribute directly to the management of trusts, estate and post-mortem planning mandates and estate settlements. You will be the client contact person for coordinating and responding to a variety of ad‑hoc and multidisciplinary requests and queries. You will also be the contact person for the progress of staff assigned to these files. This job requires a variety of interactions with associates, managers and partners, as well as directly with customers. At least 2‑3 years’ experience in a similar position; Knowledge of certain cross‑border rules (U.S. estate tax, payments to Canadian non‑residents, etc.) to coordinate and collaborate with our U.S. and international tax team; Knowledge of investment, insurance and planning products to optimize their use; Knowledge of matrimonial property regimes and rules governing family assets; Knowledge of income‑splitting rules; Knowledge of Caseware, Taxprep and the MS Office suite; Ability to work under pressure, managing several mandates simultaneously while meeting deadlines and commitments; Demonstrate innovation, adaptability and proactivity; Autonomy, rigor, dedicated team player, collaboration oriented, concern to offer an optimal customer experience are essential qualities for the success of this position; Bilingualism (spoken and written) would be an asset. DB combines the agility and sought‑after atmosphere of a medium‑size firm with the scope and expertise of larger firms. DB is 350 professionals in assurance, consulting, tax and accounting who form teams tailored to meet the mandates of our varied clientele. Recognized for the high quality of its services and its unique personality, DB is a place where there is no compromise between performance and happiness We believe it's important for everyone to have the opportunity to take control of their careers, to make the most of their differences, to benefit from our unique culture and, last but not least, to surround themselves with the best. Regardless of your position or level of experience within the firm, you have the freedom to add your own touch, influence our practices and be an agent of change, innovation and happiness Demers Beaulne L.L.P. is committed to employment equity and invites applications from women, visible minorities, aboriginal peoples, persons with disabilities, LGBTQ2S+ persons and otherwise marginalized persons. CertificationConsultingTaxationAccounting CONTACT 1800 McGill CollegeAvenue, Suite 600Montreal, Quebec H3A 3J6Canada #J-18808-Ljbffr

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