M&A (Analyst / Senior Analyst / Associate)

In general, the Senior Director will take charge of certain client files, in addition to reviewing the files of.Participation in meetings with clients to fully understand their expectations and nee...In general, 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 meet all deadlines and the accuracy of files, and will offer support and training for the team.Position Description:
Participation in meetings with clients to fully understand their expectations and needsManagement and supervision of mandates and deadlinesRevision of the accounts and financial statements prepared by the advisers and directors for the different entitiesRevision and / or preparation of tax returns for the different entitiesRevision and / or preparation of different tax slips for different entitiesPresentation of financial statements and tax returns to clientsParticipation in the management of the mandate calendarStaff trainingCarrying out various special mandates (financial planning, inheritance, will, tax reorganization, etc.)Preparation of service offers and presentationsParticipation in customer invoicingAdvising and collaborating with the investment team on the implementation of the tax aspects of the investment policy.Requirements:
A minimum of 10 years of relevant experienceCPA titleExperience in an accounting firmIn-depth knowledge of taxationProfound knowledge of investment accountingExperience with holding companies, trusts and foundationsKnowledge of financial planning is an assetBilingualism essential (English and French)Personal skills and abilities:
Rigor and attention to detail essentialGreat sense of leadershipExcellent time management and work organization skillsAbility to solve practical problems;
very motivated by the achievement of resultsTeam spirit with a positive attitudeExcellent written and oral communication skillsWorkplace: 1130 Sherbrooke Street West, Montréal – Hybrid formula of remote work vs in officeSalary: Competitive, to be discussed according to the skills and experience of the candidate – 150K$ +Other form of compensation: Performance bonusSocial advantages: Generous group insurance plan, including disability and dental insurance. Group RRSPwith employer contribution and other benefits.Employment status: Permanent, full time – flexible scheduleWHY 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.The use of the masculine gender has been used in order to lighten the text and make it easier to read. The position is open to anyone who meets the requirements of the position, without discrimination.
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