Manager, Family Office Services
$105,000–$141,000 year
HybridToronto, Ontario, Canada
Job Summary
Serve as the primary contact for high-net-worth families regarding accounting and fiscal matters, coordinating financial activities with advisors and navigating complex investment, trust, and partnership structures. Conduct mandates using professional standards, efficiently review compilation engagements and tax returns, and provide financial projections and tax estimates. Lead staff in preparing financial information and tax returns while managing compliance requirements and deadlines. Offer advice on optimizing cash flow and overall structure based on the implications of transactions. This role supports the firm's function as a personal CFO for families, offering customized approaches to cash management and lifestyle needs.
Required Qualifications
- CPA designation
- At least 5 years' professional experience working for an accountancy firm
- Good knowledge in taxation
- Analytical and problem-solving skills
- Detail oriented, conscientious, and resourceful
- Ability to prioritize, multi-task and work in a fast-paced environment
- Excellent communication skills and teamwork
- Good knowledge of Microsoft Office suite
Desired Qualifications
- Experience in a Family Office is an asset
- Knowledge of CaseWare, TJPS (Lotus Notes) and Taxprep, an asset
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