Accounting or financial Advisor

Generally speaking, the candidate will be responsible of the accounting and financial management of
certain individuals, their holding companies, their trusts and foundations. He will participate in the
preparation of the financial statements, the tax returns and of the financial and tax planning. In addition,
he will contribute to the sound management of the families’ finances by acting pro-actively in dealing with
various financial issues.

Position Description:

• Take responsibility of some families accounting records and of the follow-up of the transactions;
• Accounting of various investments transactions;
• Preparation of the quarterly and annual financial statements;
• Payment schedules follow-up;
• Preparation of income tax return for individuals, corporations and trusts;
• Preparation of the annual declarations of foundations;
• Participation to the financial, tax and estate planning process;
• 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 field experience;
• Experience in a chartered accounting firm would be an asset;
• Knowledge of Caseware, DTMax and TaxPrep, as asset;
• Bilingualism (French and English).

Personal skills and abilities: 

• Strong management and work organization skills;
• Strong interest in taxation;
• Aptitude for teamwork;
• Ability to communicate effectively;
• Meticulousness and discretion are essentials.

Workplace: 1130 Sherbrooke Street West, Montréal – Hybrid formula of remote work vs in office
Salary: Competitive, to be discussed according to the skills and experience of the candidate – 70K-90K$ -
Strong possibility of advancement
Other form of compensation: Performance bonus
Social advantages: Generous group insurance plan, including disability and dental insurance. Group RRSP
with employer contribution and other benefits.
Employment status: Permanent, full time – flexible schedule

WHY WORK AT PATRIMONICA?
To join a dynamic group fully dedicated to the financial supervision of wealthy families.
To build a privileged relationship with people of stature and influence and to contribute to their
success.
To grow personally and professionally.
To work in an environment that fosters work/life balance.
The text is written in the masculine gender to facilitate reading and comprehension.