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Accounting Technician

June 8 2020
Industries Bank, Insurance, Financial services
Categories Accounting, Finance, Financial Accounting, Corporate finance, Treasury, Taxation, Management accounting, Accounting technician
Montreal, QC

Based in Montreal, Patrimonica is a fully independent private wealth management firm that caters to individuals or families with significant wealth seeking a trusted team to oversee their entire personal or family financial situation.

As a true "Multi-family Office", it is dedicated to preserving and enhancing family wealth as well as ensuring an orderly and efficient transfer to the next generation, while respecting the needs and wishes of individual family members.

Accounting Technician

This accounting position in a growing "Multi-Family Office" business model constitutes an excellent gateway for a candidate who wishes to evolve with the company in general. The candidate will oversee the accounting of the company and some clients. The candidate will be comfortable with the technological tools and at ease working in a small team of professionals.

Position Description

  • Completing the full accounting cycle
  • Carrying out regular transactions in various accounting software
  • Bank reconciliations
  • Preparing the end of the month and year-end accounting entries
  • Preparing monthly financial statements for the company
  • Carrying out monthly bookkeeping for client files
  • Preparing GST/QST/DAS reports
  • Preparing client invoices
  • Accounting payroll


  • College diploma in administration – accounting option
  • A minimum of 3 years of experience at an accounting firm
  • Functional bilingualism (French and English) spoken and written
  • Proficiency in the Microsoft Office suite
  • Knowledge of CaseWare, DT Max and Taxprep applications would be an asset

Personal skills and abilities

  • Rigour and professional judgment
  • Attention to details
  • Discretion and confidentiality
  • Ability to work as part of a team
  • Managing priorities
  • Flexibility and organizational skills
  • Ability to work under pressure

Salary: From $37,0500 to $50,000 based on experience

Compensation or benefits: Performance bonus – social benefits

Employment status: Permanent, full time

Number of hours per week: 37.5 hours – flexible

Date of appointment: immediately

The text is written in the masculine gender to facilitate reading and comprehension. network