Feb. 2026: Recognized with Bronze Women in Governance Parity Certification.

As an investment firm located in downtown Montreal, the CPA Accountant will be responsible for managing the finances of a wealthy family, handling stock investments, personal tax returns, and accounting data entry.

Tasks

• Oversee and track stock transactions and investment portfolios.
• Follow exchange rates, interest rates, and economic trends that may impact investments.
• Prepare and manage the family’s personal tax returns.
• Advise on tax optimization and investment strategies to minimize tax burdens.
• Ensure the accurate entry and tracking of accounting data within internal systems.
• Prepare monthly and annual financial statements.
• Work closely with the external firm (EY) to manage complex accounting tasks and financial audits.

Advantages

• Accessible from Peel metro station (5-minute walk).
• P...