accountant

Fed Finance; Montreal; Hybrid; CAD 70,000 - 90,000; Full time

Job summary

A recruitment agency specializing in finance and accounting is looking for an Investment Accountant in downtown Montreal. This permanent hybrid position requires handling accounting files, preparing financial statements and tax returns, and coordinating with an investment team. Candidates should have a Bachelor's degree, at least 3 years of experience, and be bilingual in French and English. Salary ranges from $70,000 to $90,000 annually.

Qualifications

• Minimum 3 years of relevant experience.
• CPA designation is an asset.
• Experience in an accounting firm is an asset.

Responsibilities

• Handle customer accounting files.
• Account for banking and investment transactions.
• Prepare financial statements.
• Prepare tax forms.
• Follow up on payment schedules.
• Prepare personal, corporate, and trust tax returns.
• Participate in financial, tax, and estate planning.
• Coordinate with the investment team.

Skills

Investment accounting

Personal taxation

Bilingual (French and English)

Education

Bachelor's degree in accounting or business administration

Tools

Caseware

DTMax

TaxPrep

Job description

Title posted on Jobillico - Investment Accountant

Posted onJuly 14, 2025 by Employer details Fed Finance

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accountant

Title posted on Jobillico - Investment Accountant

Posted onJuly 14, 2025 by Employer details Fed Finance

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Job details

Founded in 2001, Fed Finance specializes in temporary and permanent recruitment for the accounting and finance professions. Our consultants are all experts and speak your language. We are committed to supporting you throughout your job search and at each stage of your career.

Créée en 2001, Fed Finance est spécialisée dans le recrutement temporaire et permanent pour les métiers de la comptabilité et de la finance. Nos consultants sont tous des experts et parlent votre langue. Nous nous engageons à vous accompagner tout au long de votre recherche d'emploi et à chaque étape de votre carrière.

Hi, I'm Océane, Recruitment and Business Development Consultant with Fed Finance, a recruitment agency specializing in finance and accounting. I work on two types of recruitment: temporary and permanent in the Greater Montreal area.

I'm looking for an Investment Accountant who will be responsible for the overall accounting and financial management of individuals, their holding companies, trusts and foundations. My client is located downtown Montreal. This is a permanent, hybrid position (2-3 days remote).

Your responsibilities:
- Handling customer accounting files
- Accounting for banking and investment transactions
- Preparation of financial statements
- Preparation of tax forms
- Follow-up of payment schedules
- Preparation of personal, corporate, and trust tax returns
- Preparation of annual foundation returns
- Participation in the development of financial, tax, and estate planning
- Coordination with the investment team

Your profile:
- Bachelor's degree in accounting or business administration
- Experience with investment accounting and personal taxation
- Minimum 3 years of relevant experience
- Bilingual, French and English
- CPA designation (an asset)
- Experience in an accounting firm (an asset)
- Knowledge of Caseware, DTMax, and TaxPrep (an asset)

• Location Montréal , QC
• Work location On site
• Salary $ 70,000 to $ 90,000 YEAR annually
• Terms of employment Permanent employment Full time
• Starts as soon as possible
• vacancies 1 vacancy
• Source Jobillico #16105579

• Montréal, QC

View the full job posting on Jobillico

Advertised until

2025-08-12

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