Family Office Accounting & Tax Specialist - Permanent - 19249
Top Benefits
About the role
About The Opportunity
Our client is seeking an experienced Family Office Accounting & Tax Specialist to join a dynamic, family-run organization with a diverse portfolio of investments and real estate holdings. This is an excellent opportunity for a professional who enjoys working in a collaborative, entrepreneurial environment where they can make a meaningful impact across multiple entities.
You will oversee accounting and tax functions while providing financial analysis that supports strategic decision-making. This role is ideal for someone who thrives in a multi-entity environment and has a strong foundation in corporate and partnership tax.
Duties include but are not limited to:
Manage full-cycle accounting for multiple corporations, partnerships, and related entities Prepare and review monthly, quarterly, and annual financial statements Coordinate month-end and year-end close processes Ensure timely and accurate corporate, partnership, and personal tax compliance Prepare tax working papers and liaise with external tax advisors and auditors Analyze financial data to support business planning and strategic decision-making Monitor cash flow and assist with treasury management Perform bank, investment, and intercompany reconciliations Assist with budgeting, forecasting, and financial reporting Identify opportunities to improve accounting systems, controls, and financial processes Collaborate with internal stakeholders and external advisors to support ongoing business initiatives Maintain the highest level of confidentiality while managing sensitive financial information
About You
The successful candidate will have the following:
CPA designation preferred 5+ years of progressive accounting and tax experience, preferably within a family office or private investment environment. Strong knowledge of corporate, partnership, and personal taxation Strong understanding of full-cycle accounting and financial statement preparation Experience with budgeting, forecasting, and financial analysis Advanced Microsoft Excel skills Excellent analytical and problem-solving abilities Strong communication and relationship-building skills Ability to prioritize multiple responsibilities while maintaining exceptional attention to detail Professionalism and discretion when handling confidential financial information
About the Job
Hybrid environment Medical and dental benefits Generous vacation package Salary: $100,000 to $140,000/yr DOE
How To Apply
Please apply by clicking the “Apply Now” button below and follow the instructions to submit your résumé. You can also apply by submitting your résumé directly to sleclaire@lrostaffing.com. If you are already registered with us, please contact your Senior Recruiter. Please quote job 19249.
LRO Staffing values fairness, confidentiality, and human judgment in every stage of our hiring process. We do not use automated or AI-driven screening tools to assess applications. Each submission is reviewed by an experienced recruiter to ensure a thoughtful and equitable evaluation of every candidate.
Thank you for your interest in this role. One of our Recruiters will be in touch with you if your profile meets the requirements for the role and the expectations of our clients. Please note that all candidates must be permitted to work in Canada to be considered for this opportunity.
Not the right fit? Search for Family Office Accounting & Tax Specialist jobs in Toronto, Ontario, Canada
About LRO Staffing
At LRO Staffing, relationships matter. We know that long-lasting relationships are based on trust and respect. It's how we do business. Furthermore, It's the reason our clients and candidates continue to include us in their plans, careers, and refer others without hesitation.
We are a leading, full service search & staffing agency that specializes in the recruitment and placement of permanent, contract and temporary positions.
Our actions speak louder than words. As recruitment professionals, we have assembled a team of tenured search & staffing professionals and fostered a culture to retain them. Our retention rate of 94% is unparalleled for an agency of our size. It ensures continuity of care to our clients and candidates. In fact, we are known amongst industry professionals as one of the best places to work. We’ve also made a significant investment in research, technology and marketing to give our team the tools necessary to succeed.
We are committed to placing the right people in the right positions. Because of our extensive network and strong relationships in the industry, our tenured recruitment team can help you gain access to many jobs not advertised. We offer tailored solutions to meet your organizations exact needs. Need help with a permanent, contract or temporary search? Contact us today to experience the LRO Staffing difference.
Similar Jobs
Family Office Accounting & Tax Specialist - Permanent - 19249
Top Benefits
About the role
About The Opportunity
Our client is seeking an experienced Family Office Accounting & Tax Specialist to join a dynamic, family-run organization with a diverse portfolio of investments and real estate holdings. This is an excellent opportunity for a professional who enjoys working in a collaborative, entrepreneurial environment where they can make a meaningful impact across multiple entities.
You will oversee accounting and tax functions while providing financial analysis that supports strategic decision-making. This role is ideal for someone who thrives in a multi-entity environment and has a strong foundation in corporate and partnership tax.
Duties include but are not limited to:
Manage full-cycle accounting for multiple corporations, partnerships, and related entities Prepare and review monthly, quarterly, and annual financial statements Coordinate month-end and year-end close processes Ensure timely and accurate corporate, partnership, and personal tax compliance Prepare tax working papers and liaise with external tax advisors and auditors Analyze financial data to support business planning and strategic decision-making Monitor cash flow and assist with treasury management Perform bank, investment, and intercompany reconciliations Assist with budgeting, forecasting, and financial reporting Identify opportunities to improve accounting systems, controls, and financial processes Collaborate with internal stakeholders and external advisors to support ongoing business initiatives Maintain the highest level of confidentiality while managing sensitive financial information
About You
The successful candidate will have the following:
CPA designation preferred 5+ years of progressive accounting and tax experience, preferably within a family office or private investment environment. Strong knowledge of corporate, partnership, and personal taxation Strong understanding of full-cycle accounting and financial statement preparation Experience with budgeting, forecasting, and financial analysis Advanced Microsoft Excel skills Excellent analytical and problem-solving abilities Strong communication and relationship-building skills Ability to prioritize multiple responsibilities while maintaining exceptional attention to detail Professionalism and discretion when handling confidential financial information
About the Job
Hybrid environment Medical and dental benefits Generous vacation package Salary: $100,000 to $140,000/yr DOE
How To Apply
Please apply by clicking the “Apply Now” button below and follow the instructions to submit your résumé. You can also apply by submitting your résumé directly to sleclaire@lrostaffing.com. If you are already registered with us, please contact your Senior Recruiter. Please quote job 19249.
LRO Staffing values fairness, confidentiality, and human judgment in every stage of our hiring process. We do not use automated or AI-driven screening tools to assess applications. Each submission is reviewed by an experienced recruiter to ensure a thoughtful and equitable evaluation of every candidate.
Thank you for your interest in this role. One of our Recruiters will be in touch with you if your profile meets the requirements for the role and the expectations of our clients. Please note that all candidates must be permitted to work in Canada to be considered for this opportunity.
Not the right fit? Search for Family Office Accounting & Tax Specialist jobs in Toronto, Ontario, Canada
About LRO Staffing
At LRO Staffing, relationships matter. We know that long-lasting relationships are based on trust and respect. It's how we do business. Furthermore, It's the reason our clients and candidates continue to include us in their plans, careers, and refer others without hesitation.
We are a leading, full service search & staffing agency that specializes in the recruitment and placement of permanent, contract and temporary positions.
Our actions speak louder than words. As recruitment professionals, we have assembled a team of tenured search & staffing professionals and fostered a culture to retain them. Our retention rate of 94% is unparalleled for an agency of our size. It ensures continuity of care to our clients and candidates. In fact, we are known amongst industry professionals as one of the best places to work. We’ve also made a significant investment in research, technology and marketing to give our team the tools necessary to succeed.
We are committed to placing the right people in the right positions. Because of our extensive network and strong relationships in the industry, our tenured recruitment team can help you gain access to many jobs not advertised. We offer tailored solutions to meet your organizations exact needs. Need help with a permanent, contract or temporary search? Contact us today to experience the LRO Staffing difference.