Executive Director of Advisory Services
1 week ago
Job Title: Senior Director of Consulting Services
Job Summary:
Patrimonica is seeking a highly experienced Senior Director of Consulting Services to join our team. As a key member of our leadership team, you will be responsible for providing strategic guidance and oversight to our consulting team, ensuring the delivery of high-quality services to our clients.
Key Responsibilities:
- Participate in meetings with clients to understand their expectations and needs
- Manage and supervise mandates and deadlines
- Review and revise financial statements and tax returns prepared by advisors and directors
- Prepare and present financial statements and tax returns to clients
- Participate in the management of the mandate calendar
- Provide staff training and development
- Carry out special mandates, including financial planning, inheritance, and tax reorganization
- Prepare service offers and presentations
- Participate in customer invoicing
- Collaborate with the investment team on the implementation of 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
- Proficient knowledge of investment accounting
- Experience with holding companies, trusts, and foundations
- Bilingualism (English and French)
Personal Skills and Abilities:
- Rigor and attention to detail
- Great sense of leadership
- Excellent time management and work organization skills
- Ability to solve practical problems
- Team spirit with a positive attitude
- Excellent written and oral communication skills
Work Environment:
Patrimonica offers a dynamic and collaborative work environment, with a focus on work-life balance. We offer a competitive salary, performance bonus, and a generous group insurance plan, including disability and dental insurance. We are an equal opportunities employer and welcome applications from all qualified candidates.
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