Accounting or financial Advisor
Patrimonica Advisory Inc.
Montreal, Quebec, Canada
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- 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.
- 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).
- Strong management and work organization skills;
- Strong interest in taxation;
- Aptitude for teamwork;
- Ability to communicate effectively;
- Meticulousness and discretion are essentials.
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Seniority level
Mid-Senior level -
Employment type
Full-time -
Job function
Finance and Sales -
Industries
Investment Management
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