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.

Hi, I'm Christina, 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.
Our team of finance experts speaks your language and works in your environment. We cover the finance, accounting and payroll professions.
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 team

Your 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)