Job Description

Bedard HR earns 4 independent recognitions within the industry!

The controller will be responsible for managing the finances of a wealthy family, including overseeing stock market investments, personal tax returns, and accounting data entry. The position also includes legal and administrative responsibilities.

Tasks

  • Monitor and optimize the family’s stock market investments.
  • Oversee and track stock transactions and investment portfolios.
  • Follow exchange rates, interest rates, and economic trends that may impact investments.
  • Personal Taxation:
  • Prepare and manage the family’s personal tax returns.
  • Advise on tax optimization and investment strategies to minimize tax burdens.
  • Accounting Data Entry:
  • Ensure the accurate entry and tracking of accounting data within internal systems.
  • Prepare monthly and annual financial statements.
  • Collaboration with External Partners...

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