Senior Financial Planning Specialist

2 weeks ago


Montreal, Quebec, Canada Fed Finance Full time

About Fed Finance

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We are a specialized recruitment agency in Montreal, dedicated to connecting professionals with finance and accounting opportunities.

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Your Opportunity

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We are seeking an experienced Investment Accountant for our client located downtown Montreal. This is a permanent, hybrid position (2-3 days remote) offering a competitive salary of $85,000 per year.

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Key Responsibilities

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  • Handle customer accounting files and ensure accurate financial record-keeping.">
  • Prepare financial statements, tax forms, and annual foundation returns.">
  • Coordinate with the investment team and participate in financial planning.">
  • Develop and implement effective accounting strategies.">
  • Analyze financial data and provide recommendations for improvement.">
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Requirements

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  • Bachelor's degree in accounting or business administration.">
  • Minimum 3 years of experience in investment accounting and personal taxation.">
  • Bilingual, French and English.">
  • CPA designation (an asset).">
  • Experience in an accounting firm (an asset).">
  • Knowledge of Caseware, DTMax, and TaxPrep (an asset).">
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Why Choose Us

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Fed Finance offers a supportive work environment and opportunities for growth and development.

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Apply Now

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Contact us to learn more about this exciting opportunity and how you can join our team.



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