Consulting Services Director

Patrimonica • montreal (administrative region), qc, Canada • Posted June 19, 2026

Location montreal (administrative region), qc
Job Type Full-time
Category Other-General
Posted June 19, 2026

Job Summary

In general, the Senior Director will take charge of certain client files, in addition to reviewing the files of advisors and directors, ensuring the management of the consulting team in order to meet all deadlines and the accuracy of files, and will offer support and training for the team.

Position Description

  • Participation in meetings with clients to fully understand their expectations and needs
  • Management and supervision of mandates and deadlines
  • Revision of the accounts and financial statements prepared by the advisers and directors for the different entities
  • Revision and / or preparation of tax returns for the different entities
  • Revision and / or preparation of different tax slips for different entities
  • Presentation of financial statements and tax returns to clients
  • Participation in the management of the mandate calendar
  • Staff training
  • Carrying out var...

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