Senior Director

Description:

TalentSphere Staffing Solutions, on behalf of a prestigious boutique wealth management firm, is seeking a Senior Director – Accounting & Tax to join their Downtown Montreal office. This is a hybrid position, offering flexibility with three in-office days per week. The role provides an exceptional opportunity for an experienced CPA who thrives on managing complex client portfolios, mentoring junior staff, and contributing to a collaborative, client-focused environment.

As a Senior Director, you will play a pivotal role in overseeing accounting and tax operations for high-net-worth (HNW) clients. Your expertise will ensure accuracy and compliance in financial reporting, tax planning, and advisory services while fostering long-term client relationships. You will also serve as a trusted advisor to individuals, trusts, holding companies, and foundations, guiding them through intricate financial and tax matters.

Key Responsibilities:

• Manage a diverse portfolio of high-net-worth clients, including individuals, trusts, holding companies, foundations, and limited partnerships.

• Prepare complex financial statements and tax returns (T1, T2, T3, T5013) with a focus on accuracy and compliance.

• Review and supervise financial statements and tax filings prepared by junior team members or advisors.

• Act as a trusted advisor during client meetings, offering strategic financial and tax planning insights.

• Collaborate closely with the firm’s investment teams on accounting and taxation aspects related to client portfolios.

• Mentor, supervise, and train junior accountants and tax professionals, fostering their professional growth.

• Participate in firm leadership initiatives, contributing to business development and client satisfaction.

Candidate Profile:

• CPA designation required.

• 7–10 years of relevant accounting and taxation experience.

• At least 5 years in a public accounting firm managing full-cycle client work.

• 2–5 years in a leadership or reviewer capacity handling complex HNW client portfolios.

• Demonstrated expertise with high-net-worth individuals, trusts, private investments, and holding companies.

• Strong bilingual proficiency (French and English), with 80% francophone client base.

• Excellent analytical, organizational, and communication skills.

• Strong sense of professionalism, autonomy, and attention to detail.

What the Firm Offers:

• Competitive salary up to CAD 150,000+ (flexible for exceptional candidates).

• Performance-based bonus.

• Comprehensive benefits package including a group RRSP.

• Hybrid work model (3 office days, flexible).

• Opportunity to lead, mentor, and build your own team.

• A dynamic, growing boutique firm that prioritizes employee well-being, flexibility, and career progression.