Spécialiste en stratégies fiscales et financières

The tax and financial strategy specialist actively participates in the management of complex files and collaborates closely with a multidisciplinary team to offer financial and tax strategies tailored to the needs of clients.

Requirements

• Participate in all stages of integrated financial planning files
• Assist client meetings and actively contribute to exchanges
• Implement strategies tailored to files, including financial projections, compensation strategies, disbursements, tax optimization, insurance, and investments
• Collaborate closely with internal and external professionals
• Handle client requests and ensure rigorous follow-up
• Document files in a detailed, structured, and compliant manner with firm standards
• Conduct research in integrated financial planning and business

Benefits

• Group health insurance including telemedicine
• Retirement plan with employer contribution
• Employee assistance program and family
• Possibility of working remotely up to three days a week
• Flexible schedule promoting work-life balance