Senior Director, Consulting Services Expert

4 weeks ago


Montreal, Quebec, Canada Recrutement Full time

SENIOR DIRECTOR, CONSULTING SERVICES EXPERT

We are seeking a seasoned Senior Director, Consulting Services Expert to join our team at Recrutement. As a key member of our consulting team, you will be responsible for managing client files, reviewing the work of advisors and directors, and providing support and training to the team.

Your Key Responsibilities:


Manage and supervise mandates and deadlines to ensure timely completion and accuracy.


Review accounting and financial statements prepared by advisors and directors for various entities.


Prepare and review tax returns for different entities, ensuring compliance with regulatory requirements.


Present financial statements and tax returns to clients, providing clear explanations and recommendations.


Participate in the management of the mandate calendar, ensuring efficient use of resources and meeting deadlines.


Provide staff training and development opportunities to enhance team performance and capabilities.


Carry out special mandates, including financial planning, estate planning, and tax reorganization, as required.


Participate in meetings with clients to understand their expectations and needs, providing tailored solutions and recommendations.


Prepare service offers and presentations, highlighting the value proposition and benefits of our services.


Collaborate with the investment team to implement tax aspects of the investment policy, ensuring alignment with client goals and objectives.

Requirements:


Minimum 10 years of relevant experience in consulting services.


CPA title and experience in an accounting firm.


Deep knowledge of taxation, investment accounting, and financial planning.


Experience with holding companies, trusts, and foundations.


Essential bilingualism (English and French).

Personal Skills and Abilities:


Rigor and attention to detail essential for accuracy and quality.


Strong leadership skills, with the ability to motivate and inspire the team.


Excellent time management and work organization skills, with the ability to prioritize tasks and meet deadlines.


Ability to resolve practical problems and achieve results, with a strong sense of motivation and drive.


Team spirit, with a positive attitude and a willingness to collaborate and support colleagues.


Excellent written and oral communication skills, with the ability to communicate complex ideas and concepts clearly and effectively.

What We Offer:

Competitive salary, annual bonus program, group insurance, group RRSP, compressed summer schedule, holiday leave, day off on birthday, allowance for physical activity, and teleworking permitted.

Employment Status: Permanent, full-time – flexible schedule.

Why Join Us?

Competent and committed team, excellent working atmosphere, innovative thinking, leader in the family office industry, and 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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