Senior Accountant, Family Office

What is the opportunity?

We are looking for a dynamic Senior Accountant to cover a one-year maternity leave for our family office. The Senior Accountant, serving two families, will work in a complex and fast-paced environment with quickly changing priorities. The successful candidate will work closely with the Principals and an Administrative Assistant to support the family members and will have the opportunity to work on complex projects.

The ideal candidate will have strong hands-on experience in corporate accounting, with expertise in tax and estate planning. In this role, you will be managing a complex, multi-family office and have the opportunity to work on dynamic investment portfolio transactions. If you are excited to be the central point person for all accounting needs of the family office, and eager to creatively problem solve, we would love to hear from you

What Will You Do?

Family-Owned Investment Holding Companies/Foundations:
Responsible for the maintenance and reconciliation of all accounting books, financial records for a multi-family office, including investment accounts primarily in alternative investments
Liaise with external accountants for the coordination and preparation of Canadian tax returns
Prepare cash flow reporting and cash management (rollover of deposits, etc.)
Responsible for all statutory filings, assistance in development of investment policies, hiring of investment managers, monitor compliance investment policies and ad hoc services based on the needs of the Principals

Principals:
Ownership in the preparation of all personal financial statements including statements of net worth
Proactive co-ordination of estate, insurance, and tax planning, as well as co-ordination of preparation of Canadian personal income tax returns (cash management, full record and file keeping, coordination with other professional advisors)

What Will You Need to Succeed?
3+ years of experience recording financial transactions in a professional services environment
Highly organized, detail‐oriented, and accurate with the ability to prioritize, work well and thrive under pressure, pay attention to the 'little things', and be efficient and effective, producing high quality work
Experience with accounting for investment portfolios
In-depth knowledge and understanding of Canadian tax principles, accounting concepts, internal controls, Microsoft Office (Excel and Word) , and NetSuite accounting software.
Positive career history, with demonstrated stability, commitment, and progression
Strong oral and written communication skills, with the ability to actively listen, be congenial, diplomatic, and business‐like, and writes clearly and concisely
Excellent judgment and discretion, with the ability to make critical distinctions and has an innate understanding of the importance of protecting personal information
Team player and flexible - easily understands the importance of pitching in, happy to perform duties of an administrative nature, able to deal with quickly changing priorities
Takes initiative, self‐starter, problem solver, learn and introduce new ways of doing things to improve the accounting and office processes
Strong customer service orientation, understands the importance of delivering prompt, accurate, and professional service to client

What's In It for You?
A competitive compensation and benefits package, including bonuses, health benefits, life and long-term disability insurance, gym membership allowance, and more
Flexible work arrangements fully supported (flexible hours, only one day in office per week)
Work in a dynamic, collaborative, and high performing and world class team with opportunities to do challenging work
Location: Downtown Toronto / Hybrid role (with a minimum of one day in office a week)

We are an equal opportunity employer and value diversity at our company. We do not discriminate on the basis of race, religion, color, national origin, sex, gender, gender expression, sexual orientation, age, marital status, veteran status, or disability status. We will ensure that individuals with disabilities are provided reasonable accommodation to participate in the job application or interview process, to perform essential job functions, and to receive other benefits and privileges of employment. Please contact us to request accommodation.

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