Senior Director of Consulting Services
3 weeks ago
In this key leadership role, you will oversee the management of client files, review the work of advisors and directors, and ensure the timely and accurate delivery of consulting services. Your expertise will be instrumental in driving the success of our clients and the growth of our team.
Key Responsibilities:- Participate in client meetings to understand their needs and expectations
- 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 opportunities
- 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 tax aspects of investment policy
- Minimum 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)
- Rigor and attention to detail
- Strong leadership skills
- Excellent time management and work organization skills
- Ability to solve practical problems and achieve results
- Team spirit and positive attitude
- Excellent written and oral communication skills
1130 Sherbrooke Street West, Montréal – Hybrid formula of remote work vs in-office
Compensation:Competitive salary, to be discussed according to skills and experience – 150K$ +
Other Benefits:Generous group insurance plan, including disability and dental insurance. Group RRSP with employer contribution and other benefits.
Employment Status:Permanent, full-time – flexible schedule
Why Work at Patrimonica?To join a dynamic group dedicated to the financial supervision of wealthy families. To build a privileged relationship with people of stature and influence and contribute to their success. To grow personally and professionally. To work in an environment that fosters work/life balance.
The use of the masculine gender has been used to lighten the text and make it easier to read. The position is open to anyone who meets the requirements of the position, without discrimination.
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