Consulting Services Director

3 days ago

Montreal, Canada Patrimonica Full time

In general, the Senior Director will take charge of certain client files, in addition to reviewing the files ofadvisors and directors, ensuring the management of the consulting team in order to meet all deadlines andthe accuracy of files, and will offer support and training for the team. Position Description: • Participation in meetings with clients to fully understand their expectations and needs• Management and supervision of mandates and deadlines• Revision of the accounts and financial statements prepared by the advisers and directors for thedifferent entities• Revision and / or preparation of tax returns for the different entities• Revision and / or preparation of different tax slips for different entities• Presentation of financial statements and tax returns to clients• Participation in the management of the mandate calendar• Staff training• Carrying out various special mandates (financial planning, inheritance, will, tax reorganization, etc.)• Preparation of service offers and presentations• Participation in customer invoicing• Advising and collaborating with the investment team on the implementation of the tax aspects ofthe investment policy. Requirements: • A minimum of 10 years of relevant experience• CPA title• Experience in an accounting firm• In-depth knowledge of taxation• Profound knowledge of investment accounting• Experience with holding companies, trusts and foundations• Knowledge of financial planning is an asset• Bilingualism essential (English and French) Personal skills and abilities: • Rigor and attention to detail essential• Great sense of leadership• Excellent time management and work organization skills• Ability to solve practical problems; very motivated by the achievement of results• Team spirit with a positive attitude• Excellent written and oral communication skills Workplace: 1130 Sherbrooke Street West, Montréal – Hybrid formula of remote work vs in officeSalary: Competitive, to be discussed according to the skills and experience of the candidate – 150K$ +Other form of compensation: Performance bonusSocial advantages: Generous group insurance plan, including disability and dental insurance. Group RRSPwith employer contribution and other benefits.Employment status: Permanent, full time – flexible schedule WHY WORK AT PATRIMONICA?To join a dynamic group fully dedicated to the financial supervision of wealthy families.To build a privileged relationship with people of stature and influence and to contribute to theirsuccess.To grow personally and professionally.To work in an environment that fosters work/life balance. The use of the masculine gender has been used in order to lighten the text and make it easier to read. Theposition is open to anyone who meets the requirements of the position, without discrimination.

  • Consulting Services Director

    4 weeks ago

    Montreal, Canada Patrimonica Advisory Inc. Full time

    Join us to apply for the Consulting Services Director role at Patrimonica Advisory Inc. Position Description Participate in meetings with clients to understand their expectations and needs. Manage and supervise mandates and deadlines. Review accounts and financial statements prepared by advisors and directors for various entities. Review and/or prepare tax...

  • Consulting Services Director

    1 day ago

    Montreal, Canada Patrimonica Advisory Inc. Full time

    Join us to apply for the Consulting Services Director role at Patrimonica Advisory Inc. Position Description Participate in meetings with clients to understand their expectations and needs. Manage and supervise mandates and deadlines. Review accounts and financial statements prepared by advisors and directors for various entities. Review and/or prepare tax...

  • Senior Director, Consulting Services

    3 days ago

    Montreal, Canada Recrutement Full time

    SENIOR DIRECTOR, CONSULTING SERVICES Generally speaking, the senior director will take charge of certain client files, in addition to reviewing the files of advisors and directors, ensuring the management of the consulting team in order to respect all deadlines and the accuracy of the files , and will provide support and training to the team. He actively...

  • Senior Director, Restructuring

    3 weeks ago

    Montreal, Canada FTI Consulting Full time

    Senior Director, Restructuring - Montreal | Corporate Finance & Restructuring Join to apply for the Senior Director, Restructuring - Montreal | Corporate Finance & Restructuring role at FTI Consulting Get AI-powered advice on this job and more exclusive features. Who We Are FTI Consulting is the world's leading expert-driven consulting firm. Over the last 40...

  • Senior Director, Restructuring

    4 weeks ago

    Montreal, Canada FTI Consulting Full time

    Senior Director, Restructuring - Montreal | Corporate Finance & Restructuring Join to apply for the Senior Director, Restructuring - Montreal | Corporate Finance & Restructuring role at FTI Consulting Get AI-powered advice on this job and more exclusive features. Who We Are FTI Consulting is the world's leading expert-driven consulting firm. Over the last 40...

  • Senior Consultant

    11 hours ago

    Montreal, Quebec, Canada Melka Consulting Full time

    Consultant(e) principal(e) en stratégieChez Melka, on combine le meilleur des deux mondes : la rigueur analytique et l'excellence d'un grand cabinet de stratégie, avec l'agilité, l'accessibilité et l'esprit entrepreneurial d'une firme boutique.Tu veux travailler en conseil et avoir un vrai impact, sans te perdre dans l'anonymat d'une grande structure ?...

  • Director, Cost Consulting

    4 weeks ago

    Montreal, Canada Brdg Full time

    Director, Cost Consulting & Digital Delivery 3 days ago Be among the first 25 applicants Get AI-powered advice on this job and more exclusive features. Director, Cost Consulting & Digital Delivery Location: Montreal, QC (Hybrid) | Type: Full-Time | Experience Level: Senior Role Overview The Director, Cost Consulting & Digital Delivery at Brdg will serve as...

  • Senior Director, Restructuring

    3 weeks ago

    Montreal, Canada FTI Consulting, Inc Full time

    Overview Senior Director, Restructuring - Montreal | Corporate Finance & Restructuring Comment allez-vous grandir About the Role In FTI Consulting’s Restructuring & Turnaround segment, we focus on our clients’ strategic, operational, financial, and capital needs by addressing the full spectrum of financial and transactional challenges faced by...

  • Senior Director, Restructuring

    3 weeks ago

    Montreal, Canada FTI Consulting, Inc Full time

    Senior Director, Restructuring - Montreal | Corporate Finance & Restructuring Comment allez-vous grandir CPA MBA Who We Are FTI Consulting is the world’s leading expert-driven consulting firm. Over the last 40 years, FTI Consulting experts have served as the trusted advisor to Fortune 500 companies and the world’s leading law and private equity firms...

  • Senior Director, Restructuring

    3 weeks ago

    Montreal, Canada FTI Consulting, Inc Full time

    Senior Director, Restructuring - Montreal | Corporate Finance & Restructuring Comment allez-vous grandir - CPA - MBA Who We Are FTI Consulting is the world’s leading expert-driven consulting firm. Over the last 40 years, FTI Consulting experts have served as the trusted advisor to Fortune 500 companies and the world’s leading law and private equity...