Director of Consulting Services Hybrid Role

Take charge as PATRIMONICA's Director of Consulting Services in a hybrid work role in Montreal. Focus on client engagement, team support, and financial management in a thriving environment. In this senior role, you will oversee various client mandates while ensuring quality financial oversight and adherence to deadlines. As a leader, your insights into taxation and investment accounting will shape the training and performance of your team. Your ability to communicate effectively with clients will enhance relationships and ensure their financial success. Key Responsibilities:

• Facilitate client meetings to define expectations
• Supervise and manage consulting mandates
• Review financial statements generated by advisors
• Prepare tax returns and necessary slips
• Conduct staff training and schedule management

Requirements:

• At least 10 years of relevant experience
• Hold a CPA designation
• Strong expertise in taxation and investments
• Bilingual in English and French
• Excellent organizational and leadership skills

Leverage your accounting expertise and leadership capabilities at PATRIMONICA to drive client satisfaction and team excellence. #J-18808-Ljbffr