Consulting Services Director

9 hours 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 returns and tax slips for different entities. Present financial statements and tax returns to clients. Manage the mandate calendar. Train staff. Carry out various special mandates (financial planning, inheritance, will, tax reorganization, etc.). Prepare service offers and presentations. Participate in customer invoicing. Advise and collaborate with the investment team on tax aspects of the investment policy. Requirements Minimum of 10 years of relevant experience. CPA title. Experience in an accounting firm. Deep knowledge of taxation. Profound knowledge of investment accounting. Experience with holding companies, trusts, and foundations. Knowledge of financial planning is an asset. Bilingual in English and French is essential. Personal Skills And Abilities Rigor and attention to detail. Strong leadership skills. Excellent time management and organizational skills. Ability to solve practical problems; results-driven. Team spirit with a positive attitude. Excellent written and oral communication skills. Workplace: 1130 Sherbrooke Street West, Montréal – Hybrid (remote and in-office). Salary: Competitive, to be discussed based on skills and experience – starting at $150K+. Other compensation: Performance bonus. Social benefits: Generous group insurance (disability, dental), Group RRSP, with employer contributions and other benefits. Employment status: Permanent, full-time, flexible schedule. Why work at Patrimonica? Join a dynamic team dedicated to the financial management of wealthy families. Build relationships with influential clients and contribute to their success. Grow professionally and personally. Enjoy a work/life balance in a supportive environment. The use of masculine language is for simplicity and clarity; position is open to all qualified applicants without discrimination. #J-18808-Ljbffr

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