Senior Financial Planning Specialist
2 weeks ago
About Fed Finance
">We are a specialized recruitment agency in Montreal, dedicated to connecting professionals with finance and accounting opportunities.
">Your Opportunity
">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.
">Key Responsibilities
">- 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.">
Requirements
">- 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).">
Why Choose Us
">Fed Finance offers a supportive work environment and opportunities for growth and development.
">Apply Now
">Contact us to learn more about this exciting opportunity and how you can join our team.
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