Tax Director

Patrimonica Advisory Inc.; Montreal; Hybrid; CAD 150,000 - 200,000; Full time

Job summary

A financial management firm in Montreal is seeking a Tax Director to oversee tax files and compliance. The ideal candidate has a CPA designation and at least 10 years of relevant experience, along with strong leadership skills and bilingual proficiency in English and French. This permanent, full-time position offers a hybrid work model, competitive salary starting at $175K, and performance bonuses.

Benefits

Group insurance (disability, dental)

Group RRSP with employer contribution

Performance bonus

Qualifications

• Minimum 10 years relevant experience.
• Deep taxation knowledge.
• Experience with holding companies, trusts, and foundations.

Responsibilities

• Manage complex tax files and prepare tax returns.
• Analyze corporate structures and develop tax strategies.
• Train staff and ensure compliance with deadlines.

Skills

Attention to detail

Leadership

Time management

Problem-solving

Bilingual in English and French

Education

CPA designation

Bachelor's or master's degree in taxation

Job description

Join to apply for the Tax Director role at Patrimonica Advisory Inc.

10 months ago Be among the first 25 applicants

Join to apply for the Tax Director role at Patrimonica Advisory Inc.

The Tax Director will manage complex tax files, prepare and review tax returns, provide expertise in tax planning, supervise the team to ensure compliance with deadlines and accuracy, and support team training.

Position Description

• Participate in meetings with clients to understand their needs
• Manage mandates and deadlines
• Review and prepare tax declarations and slips for various entities
• Present financial statements and tax declarations to clients
• Analyze corporate structures and develop tax strategies
• Train staff
• Handle special mandates such as financial planning, estate, and tax reorganization
• Assist in preparing service offers and client billing
• Collaborate with the investment team on tax aspects of investment policies

Requirements

• Minimum 10 years relevant experience
• CPA designation
• Bachelor's or master's degree in taxation
• Experience in an accounting firm
• Deep taxation knowledge
• Experience with holding companies, trusts, foundations
• Financial planning knowledge is a plus
• Bilingual in English and French

Personal Skills And Abilities

• Attention to detail and rigor
• Leadership qualities
• Excellent time management and organization skills
• Problem-solving skills and results-driven
• Team spirit and positive attitude
• Excellent communication skills

Workplace : 1130 Sherbrooke Street West, Montréal – Hybrid (remote and in-office)

Salary : Competitive, based on experience, starting at $175K+

Other Compensation : Performance bonus

Benefits : Group insurance (disability, dental), Group RRSP with employer contribution

Employment Status : Permanent, full-time with flexible schedule

Why Work at Patrimonica?

• Join a dynamic team focused on financial management for wealthy families
• Build relationships with influential clients and contribute to their success
• Opportunities for personal and professional growth
• Work in an environment promoting work/life balance

Seniority Level: Director

Employment Type: Full-time

Job Function: Accounting / Auditing and Finance

Industry: Investment Management