Consulting Services Director

Consulting Services Director at Patrimonica Advisory Inc.

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.

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