SENIOR DIRECTOR, CONSULTING SERVICES
Generally speaking, the senior director will take charge of certain client files, in addition to reviewing the files of advisors and directors, ensuring the management of the consulting team in order to respect all deadlines and the accuracy of the files , and will provide support and training to the team. He actively participates in clients' financial and estate planning and provides his expertise on complex files.
Your role:
• Management and supervision of mandates and deadlines
• Review of the accounting and financial statements prepared by advisors and directors for the different entities
• Review and/or preparation of tax returns for the different entities
• Review and/or preparation of different tax slips for the different entities
• Presentation of financial statements and tax returns to clients
• Participation in the management of the mandate calendar
• Staff training
• Carrying out various special mandates (financial planning, estate planning, will, tax reorganization, etc.)
• Participation in meetings with customers to fully understand their expectations and needs
• 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
Profile sought:
• A minimum of 10 years of relevant experience
• CPA title
• Experience in an accounting firm
• Deep knowledge of taxation
• Deep knowledge of investment accounting
• Experience with holding companies, trusts and foundations
• Knowledge of financial and estate planning is a major 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 resolve practical problems; very motivated by achieving results
• Team spirit with a positive attitude
• Excellent written and oral communication skills
Workplace: Montreal Downtown – Hybrid teleworking vs face-to-face formula
WHAT WE OFFER
Competitive salary
Annual bonus program
Group insurance, including dental, glasses and disability, paid 70% by the employer
Group RRSP with employer contribution
Compressed summer schedule for July to September (1/2 day off per week or 1 day per 2 weeks)
Holiday Leave: 5 days of paid leave, including the two statutory days
Day off on birthday
Allowance for physical activity or other benefit of the employee's choice
Teleworking permitted (2-3 days per week), including all computer equipment at home
Employment status : Permanent, full time – flexible schedule
WHY?
Competent and committed team
Excellent working atmosphere
Innovative thinking
Leader in the family office industry
Great growth potential
The use of the masculine gender was used to lighten the text and facilitatereading. The position is open to anyone meeting the requirements of the position, without discrimination.
Senior Director, Consulting Services • Montreal, QC, CA
A fast-growing tech startup in Quebec is seeking a Director of Client Delivery & Success.You will be responsible for ensuring high-quality delivery across multiple projects while building trusted p... Show more
A results-driven marketing agency is seeking a Remote Director of Operations to oversee and optimize operations, manage a remote team of 20–30, and successfully scale the business from $2M to $5M+.... Show more
Become a key player at EY as a Transformational Leader in Business.Use your strategic insight to drive change in the financial services industry.This position emphasizes your role in leading transf... Show more
Based in Montreal and established in 2007, Stymiest & Associates is a consulting firm specializing in process optimization.We help organizations in high-stakes sectors achieve excellence through pr... Show more
In this role, you will join IBM Consulting via our world‑class Associates Program for university hires.As an Associate Consultant at IBM Consulting, you will have the opportunity to work with a div... Show more
Un important transitaire international à Dorval recherche un Directeur du développement des affaires afin de rejoindre son équipe de vente au Canada.Le candidat idéal doit posséder d'excellentes co... Show more
Role Overview As the Director Alternatives Specialist at National Bank of Canada, you will represent our alternative investment strategies to financial advisors and key stakeholders, translating co... Show more
Chrono Innovation is a fast-growing tech startup that provides a cutting-edge solution to help people manage their time more effectively.Our platform, Chrono Platform, is designed to optimize produ... Show more
A leading global food and beverage provider seeks a Senior Director of Operations to oversee the Montreal-Trudeau International Airport operations.This high-visibility role entails managing a $46M ... Show more
A leading consulting firm is seeking a Head of Implementation to lead technical and administrative teams for Canadian small business clients.This key leadership position involves driving operationa... Show more
Industrial, Healthcare, Financial Services, and Education.We own and operate dozens of vertical‑market software companies serving customers across North America, including Fortune 500 enterprises, ... Show more
Join BBA as the Senior National Director for Transmission Line Services, leading innovative engineering solutions across Canada's energy landscape.This leadership role requires deep expertise in pr... Show more
Le consultant principal travaillera avec les clients pour analyser leurs enjeux, identifier des stratégies et synthétiser les résultats dans des présentations. Show more
Director, Business Systems (Canada or USA).Director, Business Systems (Canada or USA).Jobgether is a Talent Matching Platform that partners with companies worldwide to efficiently connect top talen... Show more
A leading global consulting firm is seeking a Sr.Director Analyst for Enterprise Architecture, working remotely in Canada.The role involves creating market insights, providing strategic advice, and... Show more
Lead the evolution of group service operations as a Director.Drive process innovation and customer satisfaction using technology within a remote or hybrid framework.In this key leadership position,... Show more
Director of Business Development - Travel.Director of Business Development - Travel.Get AI-powered advice on this job and more exclusive features.Director of Business Development - North America.In... Show more
Be among the first 25 applicants.Get AI-powered advice on this job and more exclusive features.Reporting to JN Guillemette, Chief Operating Officer, we are seeking a results-driven leader to take f... Show more
At Anaplan, we are a team of innovators focused on optimizing business decision-making through our AI-infused scenario planning and analysis platform so our customers can outpace their competition ... Show more
Join Excelitas as the Director of Sales Operations in Montreal, Canada or Pittsburgh, USA.This high-impact position is designed for a leader focused on optimizing sales operations and ensuring data... Show more
