In general, the Tax Director will take charge of more complex tax files, prepare and review tax
returns, provide expertise for tax planning of client files, collaborate in supervising the team in order to
comply with all timelines and accuracy of records, and provide support and training to the team.

Position Description:

• Participation in meetings with customers to fully understand their expectations and needs
• Management and supervision of mandates and deadlines
• Review and/or preparation of tax declarations for the various entities
• Review and/or preparation of different tax slips for the different entities
• Presentation of financial statements and tax declarations to clients
• Analysis of corporate structures of families
• Development of tax strategies
• Staff training
• Realization of various special mandates (financial planning, estate, will, tax reorganization, etc.)
• Participation in the 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

Requirements:

• A minimum of 10 years of relevant experience
• CPA designation
• Bachelor's or master's degree in taxation
• Experience in an accounting firm
• Deep knowledge of taxation
• Experience with holding companies, trusts and foundations
• Knowledge of financial planning is an 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 solve practical problems; very motivated by the achievement of results
• Team spirit with a positive attitude
• Excellent written and oral communication skills

Workplace: 1130 Sherbrooke Street West, Montréal – Hybrid formula of remote work vs in office
Salary: Competitive, to be discussed according to the skills and experience of the candidate – 175K$ +
Other form of compensation: Performance bonus
Social advantages: Generous group insurance plan, including disability and dental insurance. Group RRSP
with employer contribution and other benefits
Employment status: Permanent, full time – flexible schedule

WHY 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.