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Executive Director of Advisory Services

2 months ago

Montreal, Quebec, Canada Patrimonica Full time
Job Description

Job Title: Senior Director of Consulting Services

Job Summary:

Patrimonica is seeking a highly experienced Senior Director of Consulting Services to join our team. As a key member of our leadership team, you will be responsible for providing strategic guidance and oversight to our consulting team, ensuring the delivery of high-quality services to our clients.

Key Responsibilities:

  • Participate in meetings with clients to understand their expectations and needs
  • Manage and supervise mandates and deadlines
  • Review and revise financial statements and tax returns prepared by advisors and directors
  • Prepare and present financial statements and tax returns to clients
  • Participate in the management of the mandate calendar
  • Provide staff training and development
  • Carry out special mandates, including financial planning, inheritance, and tax reorganization
  • Prepare service offers and presentations
  • Participate in customer invoicing
  • Collaborate with the investment team on the implementation of tax aspects of the investment policy

Requirements:

  • A minimum of 10 years of relevant experience
  • CPA title
  • Experience in an accounting firm
  • In-depth knowledge of taxation
  • Proficient knowledge of investment accounting
  • Experience with holding companies, trusts, and foundations
  • Bilingualism (English and French)

Personal Skills and Abilities:

  • Rigor and attention to detail
  • Great sense of leadership
  • Excellent time management and work organization skills
  • Ability to solve practical problems
  • Team spirit with a positive attitude
  • Excellent written and oral communication skills

Work Environment:

Patrimonica offers a dynamic and collaborative work environment, with a focus on work-life balance. We offer a competitive salary, performance bonus, and a generous group insurance plan, including disability and dental insurance. We are an equal opportunities employer and welcome applications from all qualified candidates.