Accounting or financial Advisor

Patrimonica; Montreal; Hybrid; CAD 70,000 - 90,000; Full time

Job summary

A leading company in financial management is seeking a dedicated accountant to oversee the financial affairs of wealthy families. The role involves managing accounting records, preparing financial statements and tax returns, and contributing to financial planning. The ideal candidate will possess strong management skills, a bachelor's degree in accounting, and bilingual proficiency in French and English. Enjoy a hybrid work model and competitive salary.

Benefits

Generous group insurance plan

Disability coverage

Dental coverage

Group RRSP with employer contribution

Performance bonus

Qualifications

• Minimum of 3 years relevant experience.
• Experience in a chartered accounting firm is an asset.

Responsibilities

• Take responsibility for some families' accounting records.
• Preparation of quarterly and annual financial statements.
• Coordination with the investment team.

Skills

Bilingualism

Management Skills

Organizational Skills

Communication Skills

Education

Bachelor’s degree in accounting or administration

Tools

Caseware

DTMax

TaxPrep

Job description

Generally speaking, the candidate will be responsible for the accounting and financial management of

certain individuals, their holding companies, their trusts, and foundations. He will participate in the

preparation of financial statements, tax returns, and financial and tax planning. Additionally,

he will contribute to the sound management of the families’ finances by proactively dealing with

Position Description :

• Take responsibility for some families' accounting records and follow-up of transactions;
• Accounting of various investment transactions;
• Preparation of quarterly and annual financial statements;
• Preparation of income tax returns for individuals, corporations, and trusts;
• Preparation of annual declarations for foundations;
• Participation in financial, tax, and estate planning processes;
• Coordination with the investment team.

Requirements :

• Bachelor’s degree in accounting or administration – accounting option;
• Accounting designation is an asset;
• Minimum of 3 years relevant experience;
• Experience in a chartered accounting firm is an asset;
• Knowledge of Caseware, DTMax, and TaxPrep is an asset;
• Bilingualism (French and English).

Personal skills and abilities :

• Strong management and organizational skills;
• Strong interest in taxation;
• Aptitude for teamwork;
• Effective communication skills;
• Meticulousness and discretion are essential.

Workplace : 1130 Sherbrooke Street West, Montréal – Hybrid model of remote work versus in-office presence

Salary : Competitive, to be discussed based on skills and experience – $70K-$90K

Strong potential for advancement

Other compensation : Performance bonus

Social advantages : Generous group insurance plan, including disability and dental coverage. Group RRSP with employer contribution and other benefits.

WHY WORK AT PATRIMONICA?

Join a dynamic team dedicated to the financial oversight of wealthy families.

Build privileged relationships with influential individuals and contribute to their success.

Grow personally and professionally.

Enjoy a work environment that promotes work/life balance.

The text is written in the masculine gender to facilitate reading and comprehension.