Our client, a prestigious family office in the Montreal area is seeking a Finance Director to join their team. This is a newly created role in a growing team.
RESPONSIBLITIES:
- Oversee the preparation of comprehensive financial reports for all corporate entities, ensuring accuracy, clarity, and timely delivery.
- Manage financial reporting systems and collaborate with both internal and external staff to produce accurate financial statements.
- Lead the tax preparation process for both corporate and individual clients, ensuring compliance with federal and provincial tax laws and regulations.
- Assist in developing tax planning strategies aimed at minimizing personal, corporate, and estate taxes.
- Stay up to date on changes in tax legislation.
- Continuously evaluate and enhance financial processes and procedures to improve efficiency.
- Develop internal manuals and document procedures for consistency and clarity.
- Lead the development of internal control systems to effectively safeguard financial assets.
- Identify various risks, particularly related to tax and compliance, and develop risk mitigation strategies.
- Perform financial planning tasks such as cash flow forecasting, personal balance sheet preparation, and scenario analysis to support the long-term financial objectives of individual family members.
QUALIFICATIONS:
- CPA designation.
- Completion of the In-Depth Tax Program is preferred.
- At least 7 years of experience in a finance or accounting role, with a strong focus on tax preparation and planning.
- Experience in preparing tax returns, including T1, T2, and T3 forms.
- Proficiency in French is preferred.
