As an investment firm located in downtown Montreal, the controller will be responsible for managing the finances of a wealthy family, handling stock investments, personal tax returns, and accounting data entry.
Tasks
Oversee and track stock transactions and investment portfolios.
Follow exchange rates, interest rates, and economic trends that may impact investments.
Prepare and manage the family’s personal tax returns.
Advise on tax optimization and investment strategies to minimize tax burdens.
Ensure the accurate entry and tracking of accounting data within internal systems.
Prepare monthly and annual financial statements.
Work closely with the external firm (EY) to manage complex accounting tasks and financial audits.
If you are ready to take on new challenges, we would love to meet you!
Advantages
Accessible from Peel metro station (5-minute walk).
Group insurance (medical, dental, life).
Part-time position.
Renovated office.
Possibility to work in a hybrid format.
Job requirements
Bachelor's degree in Accounting.
Be a member of the CPA Order.
Bilingual (written and spoken) in French and English for the English-speaking clientele based in Quebec (40%).
At least 5 years of experience in accounting.
Knowledge of stock market investments and personal tax strategies.
Experience in wealth management for high-net-worth clients, ideally with knowledge of foreign currencies (an asset).
Advanced proficiency in MS Office (Excel, Word, PowerPoint).
Knowledge of CTRL software (an asset, but training provided).