Directeur principal - Family Office

Permanent job offered at Montreal

Reference number



Market + benefits


  • President's right-hand man with management/mentoring of team of directors and advisors
  • Personalized global accounting and financial management of the client, his companies, trusts and foundations
  • Advisory role and strategy for financial, tax and estate planning
  • Administration, billing and internal meetings
  • Preparation for client meetings
  • Medium-term succession to the presidency


A large, reputable family office that has been growing rapidly since it was founded, providing ongoing, personalized support to wealthy families, is looking for a Senior Manager to play an advisory role and act as a mentor to its team. You will report to a President, for whom we have already placed a candidate, who makes himself available to transfer his great skills despite his busy schedule, and who allows plenty of latitude. The corporate culture is young and focused on mutual support and human values. The values of respect, independence, excellence and innovation enable the company to stand out in the marketplace and with its customers. The position is offered in hybrid mode.


As a Senior Manager, you will plan and oversee the team's review of the overall accounting and financial management of individuals, their holding companies, trusts and foundations.


By building a close relationship with families over the years, you'll become their go-to person for financial and tax planning strategy, operational accounting, and management of their trusts and management companies. You'll need to have a good grasp of the family's entire business, and to have understood each of its operational and administrative facets through communication with your team members. If you're passionate about client relations, global strategic financial and tax planning, and complex wealth management, this new position is tailor-made for you.


You'll oversee the preparation of tax returns and financial, tax and estate planning. Your team will also take charge of certain clients' accounting files and transaction follow-up.


You will oversee the preparation of quarterly and annual financial statements, personal, corporate and trust tax returns, as well as annual foundation returns.


You will plan and review files prepared by advisors and directors, and participate in the development of financial, tax and estate planning strategy. You will also be involved in billing and the continuous improvement of internal processes.


You'll have a high profile with customers and be in the know. A superb opportunity to work in a professional environment surrounded by experts in tax, insurance, law, accounting and finance. This challenge is more than just a job; it's a chance to become President and Partner in the medium term!


You can hope to become a partner without having to sell mandates, but rather by advising your clients, who come in thanks to the firm's reputation and the exceptional services provided.


Bilingual CPA, credible and poised, with a minimum of 10 years in a similar position in an accounting firm or family office, very strong technical skills, with experience in auditing (an asset), investment accounting, taxation (T1, T2 and T3), financial planning and excellent macro and micro analytical skills. You are recognized for your organization, leadership skills and ability to transfer your skills to your team members. Given the large sums of money you will be handling, you will demonstrate exemplary confidentiality and it is imperative to be rigorous and pay attention to detail. We are looking for a manager who will contribute to sound financial and risk management of our customers by acting proactively in their files, adding value in terms of investment profitability and asset protection.

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.

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