Senior Director, Consulting Services Expert
4 weeks ago
SENIOR DIRECTOR, CONSULTING SERVICES EXPERT
The Senior Director, Consulting Services Expert will oversee client files, review advisor and director files, and manage the consulting team to meet deadlines and ensure accuracy. This role involves providing support and training to the team, participating in clients' financial and estate planning, and offering expertise on complex files.
Key Responsibilities:
• Manage and supervise mandates and deadlines
• Review accounting and financial statements prepared by advisors and directors
• Prepare tax returns for various entities
• Present financial statements and tax returns to clients
• Participate in the management of the mandate calendar
• Provide staff training
• Conduct special mandates (financial planning, estate planning, will, tax reorganization, etc.)
• Participate in client meetings to understand their expectations and needs
• Prepare service offers and presentations
• Collaborate with the investment team on tax aspects of the investment policy
Requirements:
• Minimum 10 years of relevant experience
• CPA title
• Experience in an accounting firm
• Deep knowledge of taxation
• Deep knowledge of investment accounting
• Experience with holding companies, trusts, and foundations
• Knowledge of financial and estate planning is a major asset
• Essential bilingualism (English and French)
Personal Skills and Abilities:
• Rigor and attention to detail essential
• Strong leadership skills
• Excellent time management and work organization skills
• Ability to resolve practical problems; very motivated by achieving results
• Team spirit with a positive attitude
• Excellent written and oral communication skills
Workplace: Montreal Downtown – Hybrid teleworking vs face-to-face formula
WHAT WE OFFER
Competitive salary
Annual bonus program
Group insurance, including dental, glasses, and disability, paid 70% by the employer
Group RRSP with employer contribution
Compressed summer schedule for July to September (1/2 day off per week or 1 day per 2 weeks)
Holiday Leave: 5 days of paid leave, including the two statutory days
Day off on birthday
Allowance for physical activity or other benefit of the employee's choice
Teleworking permitted (2-3 days per week), including all computer equipment at home
Employment Status: Permanent, full-time – flexible schedule
WHY?
Competent and committed team
Excellent working atmosphere
Innovative thinking
Leader in the family office industry
Great growth potential
The use of the masculine gender was used to lighten the text and facilitate reading. The position is open to anyone meeting the requirements of the position, without discrimination.
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