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Financial Advisor/Accountant

3 months ago

Montreal, Quebec, Canada Patrimonica Full time

Senior Financial Consultant Role at Patrimonica

We are seeking a Senior Financial Consultant to oversee the comprehensive accounting and financial management for select clients and their associated entities. This position is crucial in the preparation of tax documentation, financial strategizing, and ensuring the fiscal health of our clientele.

  • Oversee the financial records and accounting functions for clients
  • Generate financial reports and tax documentation
  • Develop and implement financial planning initiatives
  • Work in conjunction with the investment management team

Qualifications:

  • Bachelor's degree in finance or accounting
  • CPA certification is preferred
  • At least 3 years of pertinent experience
  • Knowledge of tax regulations and investment accounting
  • Proficient in Caseware, DTMax, and TaxPrep software
  • Bilingual proficiency in French and English

Key Skills:

  • Excellent organizational abilities
  • Strong interest in taxation matters
  • Effective verbal and written communication skills
  • Meticulous attention to detail and confidentiality

This full-time permanent role offers a competitive salary range of $70-90K, with opportunities for advancement. Enjoy a comprehensive benefits package, including group insurance and a company contribution to retirement savings. Experience a flexible work culture.