Senior Tax Strategist

5 days ago


Montreal, Quebec, Canada Patrimonica Full time

We are seeking a highly experienced Senior Tax Strategist to join our team at Patrimonica. This role offers the opportunity to work with wealthy families, developing and implementing complex tax strategies that align with their financial goals.

As a key member of our team, you will be responsible for reviewing and preparing tax declarations for various entities, analyzing corporate structures, and providing expert advice on tax planning. Your deep knowledge of taxation will enable you to identify opportunities for tax savings and optimize our clients' financial situations.

The ideal candidate will possess a minimum of 10 years of relevant experience, including a CPA designation and a bachelor's or master's degree in taxation. You will also have experience working in an accounting firm and be fluent in English and French.

This is a permanent, full-time position with a flexible schedule. The salary is competitive, estimated at around $175,000 + performance bonus, plus benefits including group insurance, RRSP with employer contribution, and other perks.

You will work in a dynamic environment that fosters work-life balance, where you can grow personally and professionally while contributing to the success of our clients.

About Us

Patrimonica is a leading provider of financial supervision services for wealthy families. We pride ourselves on building long-term relationships with our clients, based on trust, expertise, and discretion.

Salary and Benefits

Our compensation package includes a competitive salary of $175,000 + performance bonus, as well as comprehensive benefits such as group insurance, RRSP with employer contribution, and other perks.

Job Description

  • Review and prepare tax declarations for various entities
  • Analyze corporate structures and provide expert advice on tax planning
  • Develop and implement complex tax strategies that align with clients' financial goals
  • Collaborate with the investment team to ensure seamless implementation of tax aspects of investment policies

Requirements

  • Minimum 10 years of relevant experience
  • CPA designation
  • Bachelor's or master's degree in taxation
  • Experience working in an accounting firm
  • Fluent in English and French


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