Senior Director of Taxation and Financial Planning

7 days ago


Montreal, Quebec, Canada Patrimonica Full time

Company Overview

Patrimonica is a dynamic group dedicated to the financial supervision of wealthy families.

We take pride in building privileged relationships with people of stature and influence, contributing to their success.

We foster a work/life balance environment that allows our team members to grow personally and professionally.

Salary

The salary for this position is competitive and based on the candidate's skills and experience. It ranges from $150,000 to over $200,000 per year.

Job Description

The Senior Director of Taxation and Financial Planning will be responsible for managing client files, reviewing advisor and director files, and ensuring the management of the consulting team to meet deadlines and maintain file accuracy.

Key responsibilities include:

  • Participating in meetings with clients to understand their expectations and needs
  • Managing and supervising mandates and deadlines
  • Revising accounts and financial statements prepared by advisors and directors
  • Preparing tax returns and various tax slips for different entities
  • Presenting financial statements and tax returns to clients
  • Participating in the management of the mandate calendar
  • Staff training
  • Carrying out special mandates such as financial planning, inheritance, will, tax reorganization, etc.
  • Preparing service offers and presentations
  • Participating in customer invoicing
  • Advising and collaborating with the investment team on the implementation of the tax aspects of the investment policy

Required Skills and Qualifications

To succeed in this role, you must have:

  • A minimum of 10 years of relevant experience
  • A CPA title
  • Experience in an accounting firm
  • In-depth knowledge of taxation
  • Profound knowledge of investment accounting
  • Experience with holding companies, trusts, and foundations
  • Bilingualism (English and French) essential

Benefits

We offer a generous group insurance plan, including disability and dental insurance, as well as a group RRSP with employer contribution and other benefits.

Others

This is a permanent, full-time position with a flexible schedule. The workplace is located at 1130 Sherbrooke Street West, Montréal, with a hybrid formula of remote work and in-office work.



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