As a Family Office located in downtown Montreal, the CPA Accountant will be responsible for managing the finances of a high-net-worth family, including personal tax returns and accounting data entry.
Tasks
Prepare and manage the family’s personal tax returns.
Ensure the entry and tracking of accounting data in internal systems.
Prepare monthly and annual financial statements for the companies.
Work closely with the external firm (EY) on complex accounting tasks and financial audits.
Handle accounting, primarily for investment portfolios.
Perform any other related duties as required.
If you are ready to take on new challenges, we would love to meet you!
Advantages
Office located a 5-minute walk from Peel metro station, in the heart of downtown.
4-day workweek — better work-life balance.
Group insurance (medical, dental, life).
Work environment in a large, modern, sunlit office with windows.
Option to work in a hybrid format.
Growth-oriented role with advancement opportunities within 3 years.
Job requirements
Bachelor’s degree in Accounting.
CPA designation (member in good standing).
Bilingual (written and spoken) in French and English, to support an established English-speaking clientele in Quebec (40%).
Advanced proficiency in MS Office (Excel, Word, PowerPoint).
Knowledge of CTRL software (an asset; training provided).