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Directeur(trice) principal(e) – Comptabilité et Fiscalité – Gestion de Patrimoine
Employer undisclosedRole managed by a recruiter
Senior CPA leading accounting & tax for high‑net‑worth clients
5d ago
C$120,000 - C$150,000
Expert & Leadership (13+ years)
Full Time
Montreal, Quebec, Canada
Office Full-Time
Role
What you would be doing
financial statements
tax filings
portfolio management
client advisory
team supervision
investment collaboration
- Préparer personnellement les états financiers et déclarations fiscales (T1, T2, T3, T5013) pour les dossiers les plus complexes
- Collaborate with investment teams on accounting and tax aspects of client portfolios
- Personally prepare financial statements and tax filings (T1, T2, T3, T5013) for the most complex clients
- Review statements and tax filings prepared by advisors or technicians for smaller clients
- Supervise, coach, and mentor junior colleagues, with the opportunity to expand your team
- Manage a portfolio of HNW clients (individuals, trusts, holding companies, foundations, limited partnerships)
- Collaborer avec les équipes d’investissement sur les aspects fiscaux et comptables des portefeuilles
- Réviser les états financiers et déclarations produits par les conseillers et techniciens pour les clients de moindre complexité
- Participer aux rencontres clients et assurer un rôle de conseiller de confiance
- Attend client meetings and act as a trusted advisor
- Superviser, encadrer et former des collègues plus juniors, avec la possibilité d’élargir votre équipe
What you bring
cpa
7-10 yrs
public accounting
hnwi
bilingual
leadership
- 7 à 10 ans d’expérience pertinente, dont :
- Proven experience with high-net-worth clients, including trusts, holding companies, and private investments
- CPA required
- Strong analytical skills, rigor, autonomy, and professionalism
- Bilinguisme : français fort + anglais fonctionnel/professionnel
- Bilingual French/English (80% francophone clients)
- Ability to manage an autonomous portfolio while acting as reviewer and mentor
- Expérience confirmée avec une clientèle high net worth, incluant fiducies, sociétés de portefeuille et placements privés
- Rigueur, autonomie, professionnalisme et fort esprit analytique
- 7–10 years of relevant experience, including:
- 5+ years in public accounting (full preparation: financial statements, T1, T2, T3, T5013)
- Bilingue français/anglais (80 % des clients francophones)
- 5+ ans en cabinet comptable (préparation complète : états financiers, T1, T2, T3, T5013)
- 2 à 5 ans à titre de directeur/reviseur (révision de dossiers similaires)
- 2–5 years as a director/reviewer (review of similar files)
- Capacité à gérer un portefeuille autonome, tout en étant à l’aise d’agir comme réviseur et mentor
- CPA obligatoire
- Bilingual: strong French + professional English
- Opportunité de leadership avec possibilité de bâtir votre propre équipe
- Salaire compétitif jusqu’à 140K$ (flexible pour candidats exceptionnels)
- Régime complet d’avantages sociaux + REER collectif
- Permanent, Temps plein
- Centre-ville Montréal – Hybride, 3 jours en présentiel flexible
- 120K$–150K$+ (flexible selon profil) + prime de performance
- Hybrid schedule (3 office days, flexible)
- Prime de performance
- Comprehensive benefits + group RRSP
- Downtown Montreal – Hybrid, 3 flexible in-office days
- $120K–$140K+ (flexible for exceptional candidates) + performance bonus
- Performance bonus
- Competitive salary up to $140K (flexible for exceptional candidates)
- Leadership opportunities, including building and managing your own team
- Permanent, Full-Time
- Gérer un portefeuille de clients privés fortunés (individus, fiducies, sociétés de portefeuille, fondations, sociétés en commandite)
- Horaire hybride (3 jours au bureau, flexibles)
Information not given or found
Interview process
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Visa SponsorshipInformation not given or found
Security clearanceInformation not given or found
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