Job Information
Insight Global Tax Preparation Services Manager in Montreal, Quebec
Job Description
Insight Global is looking for a Tax Preparation Services Manager for a financial services firm in Montreal, QC. This person will act as a lead to a team of professionals dedicated to supporting clients with taxation processes and services. One of the main objectives of this position is to improve the client experience while supporting investment advisors and trust agents. The successful candidate will provide tax preparation and tax planning services, with a focus on broadening client engagement.
We are a company committed to creating diverse and inclusive environments where people can bring their full, authentic selves to work every day. We are an equal opportunity/affirmative action employer that believes everyone matters. Qualified candidates will receive consideration for employment regardless of their race, color, ethnicity, religion, sex (including pregnancy), sexual orientation, gender identity and expression, marital status, national origin, ancestry, genetic factors, age, disability, protected veteran status, military or uniformed service member status, or any other status or characteristic protected by applicable laws, regulations, and ordinances. If you need assistance and/or a reasonable accommodation due to a disability during the application or recruiting process, please send a request to HR@insightglobal.com .
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Skills and Requirements
3+ years of experience within tax
CPA designation required
Bilingual - French & English
People management or team lead experience Banking and wealth investment experience -
Completion of a Canadian securities course or MTI or TEP certification null
We are a company committed to creating diverse and inclusive environments where people can bring their full, authentic selves to work every day. We are an equal employment opportunity/affirmative action employer that believes everyone matters. Qualified candidates will receive consideration for employment without regard to race, color, ethnicity, religion,sex (including pregnancy), sexual orientation, gender identity and expression, marital status, national origin, ancestry, genetic factors, age, disability, protected veteran status, military oruniformed service member status, or any other status or characteristic protected by applicable laws, regulations, andordinances. If you need assistance and/or a reasonable accommodation due to a disability during the application or the recruiting process, please send a request to HR@insightglobal.com.