Corporate Controller

Reference number

2026-0133

Salary

Market + Benefits

Details

• Oversee tax compliance for the group, its entities, trusts, foundation, and principal shareholder.

• Analyze the tax implications of transactions, investments, dividends, and corporate reorganizations.

• Coordinate tax filings, audits, and tax risk management with external advisors.

• Oversee financial closings, consolidation, and the preparation of financial statements for more than 10 entities.

• Oversee investment accounting, budget monitoring, and the preparation of financial reports for senior management.

Description

We offer you the opportunity to join a Montreal-based private investment firm as a Corporate Controller. Recognized for its expertise in investment management and family wealth management, the organization stands out for its diversified investment portfolio, complex corporate structures, and long-term strategic vision.

You will work in beautiful offices within a welcoming and collaborative environment where teamwork is highly valued. You will report directly to the Vice President, Finance, a friendly, approachable, and supportive manager whom Cielo has successfully placed in the past and who values a results-oriented approach.

This is an excellent opportunity for a finance professional looking to leverage their technical expertise in a stimulating environment while benefiting from a high degree of autonomy and direct exposure to the organization's key decision-makers.

As Corporate Controller, you will oversee all accounting activities, financial reporting, and tax compliance for the group, its investment vehicles, trusts, foundation, and principal shareholder. Your role will be primarily focused on taxation, representing approximately 70% of your responsibilities, while accounting and financial reporting activities will account for the remaining 30%.

Taxation and Compliance

You will play a central role in managing and coordinating the group's tax obligations. Working closely with external tax advisors, you will oversee the preparation and review of federal, provincial, and international tax returns and elections. You will ensure compliance with filing deadlines and develop tracking tools to proactively manage tax obligations and associated risks.

You will also be involved in various strategic tax matters, including dividend distributions, corporate reorganizations, the creation of new entities, and significant investments. You will analyze the tax implications of transactions and provide recommendations through the Vice President, Finance, to support business decisions and ensure appropriate tax treatment.

You will monitor the group's key tax attributes, including capital dividend accounts, refundable taxes, paid-up capital, tax losses, and charitable donations. You will also oversee tax instalments, refunds, sales taxes, and notices of assessment. In collaboration with external advisors, you will coordinate tax audits and disputes while ensuring that transfer pricing documentation and tax risk assessments remain up to date.

Particular attention will also be given to the tax compliance requirements of the trusts, foundation, and principal shareholder. You will coordinate the various tax filing and reporting obligations in an environment where discretion, accuracy, and confidentiality are essential. You will also work with external legal counsel to ensure the proper maintenance of corporate records related to tax matters, including resolutions concerning dividends and corporate reorganizations.

Accounting and Financial Reporting

From an accounting perspective, you will oversee the monthly, quarterly, and annual closing processes for more than 10 entities, including reconciliations, financial statement preparation, and consolidation of financial results. You will also be responsible for coordinating external audit and review engagements, ensuring the reliability of financial information and compliance with applicable accounting standards.

You will oversee investment accounting activities, including the treatment of capital calls, distributions, gains, and foreign exchange transactions. You will ensure the accuracy of reconciliations with custodians, fund statements, and the Addepar platform, while maintaining appropriate accounting treatment for various investment transactions.

You will also be responsible for monitoring operating budgets, intercompany accounts, accounting policies, and internal controls. You will contribute to cash management and cash flow forecasting to support sound financial management across the various entities.

Finally, you will prepare monthly financial reports for the Vice President, Finance, as well as quarterly reports presented to senior management. You will serve as a key resource on accounting and tax matters, working closely with external advisors and various stakeholders.

This role offers an excellent opportunity to leverage your technical expertise within a private investment environment while directly contributing to the quality of financial reporting, tax compliance, and the group's overall risk management.

Profile

You have over 10 years of experience in financial reporting and Canadian taxation, ideally within a family office, a holding company group, or a Big Four accounting firm. A CPA designation is considered a strong asset. You have successfully completed CPA Canada’s In-Depth Tax Program and possess solid expertise in private corporation and trust taxation, as well as investment accounting within a multi-entity environment. You have experience managing external auditors and tax advisors, while familiarity with Addepar and corporate records management is considered an asset.

Bilingual in French and English, detail-oriented, and demonstrating sound judgment, you maintain a high level of discretion and take a hands-on approach. Independent and proactive, you possess excellent communication skills and collaborate effectively with senior management, investment teams, and external advisors.

About us

CIELO is a recruitment firm specializing in finance, accounting and management in Quebec, Canada and internationally. Our head office is located in downtown Montreal. Only successful candidates will be invited to an interview. We would like to thank all the candidates for showing interest in this position. The masculine form is used to lighten the text.