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The controller will be responsible for managing the finances of a wealthy family, including overseeing stock market investments, personal tax returns, and accounting data entry. The position also includes legal and administrative responsibilities.
Tasks
- Monitor and optimize the family’s stock market investments.
- Oversee and track stock transactions and investment portfolios.
- Follow exchange rates, interest rates, and economic trends that may impact investments.
- Personal Taxation :
- Prepare and manage the family’s personal tax returns.
- Advise on tax optimization and investment strategies to minimize tax burdens.
- Accounting Data Entry :
- Ensure the accurate entry and tracking of accounting data within internal systems.
- Prepare monthly and annual financial statements.
- Collaboration with External Partners :
- Work closely with the external firm (EY) to manage complex accounting tasks and financial audits.
- If you are ready to take on new challenges, we would love to meet you!
Advantages
Part-time position.Renovated office.Job requirements
Bilingual (written and spoken) in French and English for the English-speaking clientele based in Quebec (40%).At least 1 year of experience in investment management and accounting.Knowledge of stock market investments and personal tax strategies.Experience in wealth management for high-net-worth clients, ideally with knowledge of foreign currencies.Advanced proficiency in MS Office (Excel, Word, PowerPoint).Knowledge of CTRL software (an asset, but training provided).Published on November 24, 2025
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