Senior Director of Consulting Services
3 weeks ago
Job Description:
We are seeking a highly experienced Senior Director of Consulting Services to join our team at Patrimonica. This role is responsible for leading the consulting team in managing client files, reviewing advisor and director files, and ensuring the accuracy of financial statements.
Key Responsibilities:
- Participate in client meetings to understand expectations and needs
- Manage and supervise mandates and deadlines
- Review financial statements and tax returns prepared by advisors and directors
- Prepare tax returns and financial statements for clients
- Present financial statements and tax returns to clients
- Manage the mandate calendar
- Provide staff training
- Carry out special mandates, such as financial planning and tax reorganization
- Prepare service offers and presentations
- Participate in customer invoicing
- Collaborate with the investment team on tax aspects of investment policy
Requirements:
- Minimum of 10 years of relevant experience
- CPA title
- Experience in an accounting firm
- In-depth knowledge of taxation
- Proficient in investment accounting
- Experience with holding companies, trusts, and foundations
- Bilingualism in English and French
Personal Skills and Abilities:
- Rigor and attention to detail
- Strong leadership skills
- Excellent time management and work organization skills
- Practical problem-solving ability
- Positive attitude and team spirit
- Excellent written and oral communication skills
Work Environment:
We offer a dynamic work environment, a competitive salary, and a performance bonus. Our group insurance plan is generous, and we have a group RRSP with employer contribution. We also offer a flexible schedule and a hybrid work formula.
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