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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