Investment Accountant

Founded in 2001, Fed Finance specializes in temporary and permanent recruitment for the accounting and finance professions. Our consultants are all experts and speak your language. We are committed to supporting you throughout your job search and at each stage of your career.Créée en 2001, Fed Finance est spécialisée dans le recrutement temporaire et permanent pour les métiers de la comptabilité et de la finance. Nos consultants sont tous des experts et parlent votre langue. Nous nous engageons à vous accompagner tout au long de votre recherche d'emploi et à chaque étape de votre carrière.Hi, I'm Océane, Recruitment and Business Development Consultant with Fed Finance, a recruitment agency specializing in finance and accounting. I work on two types of recruitment: temporary and permanent in the Greater Montreal area. I'm looking for an Investment Accountant who will be responsible for the overall accounting and financial management of individuals, their holding companies, trusts and foundations. My client is located downtown Montreal. This is a permanent, hybrid position (2-3 days remote). Your responsibilities: - Handling customer accounting files - Accounting for banking and investment transactions - Preparation of financial statements - Preparation of tax forms - Follow-up of payment schedules - Preparation of personal, corporate, and trust tax returns - Preparation of annual foundation returns - Participation in the development of financial, tax, and estate planning - Coordination with the investment teamYour profile: - Bachelor's degree in accounting or business administration - Experience with investment accounting and personal taxation - Minimum 3 years of relevant experience - Bilingual, French and English - CPA designation (an asset) - Experience in an accounting firm (an asset) - Knowledge of Caseware, DTMax, and TaxPrep (an asset)

Location: Montréal, Québec, CA

Posted Date: 8/2/2025