Accounting or financial Advisor

Overview

Generally speaking, the candidate will be responsible of the accounting and financial management of certain individuals, their holding companies, their trusts and foundations. He will participate in the preparation of the financial statements, the tax returns and of the financial and tax planning. In addition, he will contribute to the sound management of the families’ finances by acting pro-actively in dealing with various financial issues.

Position Description

• Take responsibility of some families accounting records and of the follow-up of the transactions;
• Accounting of various investments transactions;
• Preparation of the quarterly and annual financial statements;
• Payment schedules follow-up;
• Preparation of income tax return for individuals, corporations and trusts;
• Preparation of the annual declarations of foundations;
• Participation to the financial, tax and estate planning process;