Tax Director


In general, the Tax Director will take charge of more complex tax files, prepare and review tax
returns, provide expertise for tax planning of client files, collaborate in supervising the team in order to
comply with all timelines and accuracy of records, and provide support and training to the team.


Position Description:

• Participation in meetings with customers to fully understand their expectations and needs
• Management and supervision of mandates and deadlines
• Review and/or preparation of tax declarations for the various entities
• Review and/or preparation of different tax slips for the different entities
• Presentation of financial statements and tax declarations to clients
• Analysis of corporate structures of families
• Development of tax strategies
• Staff training
• Realization of various special mandates (financial planning, estate, will, tax reorganization, etc.)
• Participation in the preparation of service offers and presentations
• Participation in customer billing
• Advice and collaboration with the investment team for the implementation of the tax aspects of
the investment policy


Requirements:

• A minimum of 10 years of relevant experience
• CPA designation
• Bachelor's or master's degree in taxation
• Experience in an accounting firm
• Deep knowledge of taxation
• Experience with holding companies, trusts and foundations
• Knowledge of financial planning is an asset
• Essential bilingualism (English and French)

Personal skills and abilities:

• Rigor and attention to detail essential
• Great sense of leadership
• Excellent time management and work organization skills
• Ability to solve practical problems; very motivated by the achievement of results
• Team spirit with a positive attitude
• Excellent written and oral communication skills

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 – 175K$ +
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.

Apply on this job

1130 Sherbrooke St W Bureau 200, Montreal, QC H3A 2M9, Canada

Apply on this job

Related job offers

Adjointe exécutive bilingue - 3 VP - Ville St-Laurent (VV)

Salaire: 70-85K$ + excellents avantages sociaux Horaire: 40 heures/semaine en présentiel Localisation: Ville Saint Laurent (stationnement offert) Statut : Permanent Notre client, un entreprise de renom regroupant plus 2000 employés est à la...

Chargé(e) projet en changement climatique (AF)

Lieu : Province du Québec   Salaire : selon expérience Statut : Permanent Horaire : Jour - lundi au vendredi Le poste de chargé(e) de projet en changements climatiques est ouvert aux candidatures partout au Québec. Le/la titulaire aura pour...

Spécialiste en formation Bilingue (CM)

Statut : Permanent Mode : Hybride, 3 jours semaines au bureau Lieu : Montréal, quartier Maisonneuve Salaire : 80k à 85k annuel, selon expérience + Boni Horaire : 35H semaine Notre client, une entreprise canadienne reconnue dans le secteur...

Technicien.ne informatique (CT)

Lieu : Victoriaville  Salaire : Selon expérience  Statut : Permanent    Horaire : Poste régulier à temps plein     Milieu corporatif | Victoriaville     Notre client, un groupe de cabinets comptables présent à travers tout le Québec est à la...

Technicien(ne) RH & Paie (IV-14107)

Technicien(ne) RH & Paie 100% Télétravail Notre cliente, une entreprise Québécoise en pleine croissance dans le domaine alimentaire, est à la recherche d’une personne pour combler le poste de PARH sénior. Votre rôle et vos principales...

Parajuriste en Entreprise - Corporatif-Immobilier (SS-14104)

Parajuriste - Corporatif-Immobilier - Commercial 3+ Banlieue-Est Montréal | Entreprise   Vous désirez travailler pour une entreprise bien établie qui valorise les valeurs humaines et l'accomplissement professionnel de ses employés ? Nous...