Senior Finance Director for Tax Planning and Compliance

3 days ago


Québec, Quebec, Canada Arcand et Associés Full time

We are seeking a Senior Finance Director to lead our tax planning and compliance efforts. This is a senior leadership role that will play a critical part in shaping the financial direction of our organization.

About the Role

In this role, you will be responsible for managing and optimizing our financial reporting, tax preparation, and compliance. You will work closely with our CIO and CFO to professionalize our family office and ensure that we are meeting all regulatory requirements.

Your key responsibilities will include:

  1. Financial Reporting: Lead the preparation of comprehensive financial reports for all corporate entities, ensuring accuracy, clarity, and timeliness.
  2. Tax Preparation and Planning: Lead tax preparation process for both corporate and individual taxpayers, ensuring compliance with federal and provincial tax laws and regulations.
  3. Process Improvement: Continually review and improve financial processes and procedures to increase efficiency.
  4. Internal Controls: Lead the development of internal controls to effectively safeguard financial assets.
  5. Risk Management: Help identify various risks, particularly relating to tax and compliance, and develop risk mitigation strategies.
  6. Financial Planning and Cash Flow Analysis: Conduct financial planning, including cash flow forecasts, personal balance sheets, and scenario analysis to support long-term financial goals of individual family members.
About You

To be successful in this role, you will need to have:

  • A CPA designation
  • Completion of the In-Depth Tax Program
  • Minimum of 7 years of experience in a finance or accounting role with a significant focus on tax preparation and planning
  • Tax preparation experience, including T1, T2, and T3 returns
  • Working proficiency in French is preferred

You will also need to possess:

  • Ability to work independently and self-manage
  • Advanced knowledge of tax and estate planning techniques
  • Excellent communication skills, capable of explaining complex tax and financial concepts clearly
  • High degree of professionalism and integrity in handling confidential information
  • Versatility – ability to work across different functions, including financial reporting, tax, financial planning
  • Strong analytical skills and attention to detail
  • Proficiency with MS Office software
  • Experience with CaseWare, QBO, Tax prep, Turbotax, Masttro, Addepar
  • Strong project management and organizational skills
Salary Range

The salary range for this position is $120,000 - $160,000 per year, depending on experience.

About Our Organization

We are Arcand et Associés, a leading family office with a strong focus on financial planning and tax compliance. We are looking for a highly skilled and experienced finance professional to join our team.



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