Senior Manager, Family Office Services

Job summary

Act as a personal CFO for high-net-worth families, managing accounting, fiscal matters, and complex financial structures. Provide leadership to staff and coordinate with external advisors to optimize cash flow and ensure tax compliance.

Job details

Act as a personal CFO for high-net-worth families, managing accounting, fiscal matters, and complex financial structures. Provide leadership to staff and coordinate with external advisors to optimize cash flow and ensure tax compliance. Requires a CPA designation and at least 8 years of professional experience within an accountancy firm. Candidates must possess deep knowledge of taxation and financial products, with experience in a Family Office being an asset.

What you’ll do

Act as a personal CFO for high-net-worth families, managing accounting, fiscal matters, and complex financial structures. Provide leadership to staff and coordinate with external advisors to optimize cash flow and ensure tax compliance.

Requirements

Requires a CPA designation and at least 8 years of professional experience within an accountancy firm. Candidates must possess deep knowledge of taxation and financial products, with experience in a Family Office being an asset.

Benefits

• Group Insurance
• Health Spending Account
• Savings Plans
• Employer Contribution Matching
• Virtual Healthcare Network
• Employee and Family Assistance Programs
• Annual Health & Well-being Program
• Hybrid Work Environment
• Performance Bonus
• Tuition Reimbursement
• Professional Dues Reimbursement
• CFE Leave Financial Support
• Academic Incentives
• Talent Referral Bonus
• Client Referral Bonus
• Concierge Nannying, Babysitting, and Tutoring Service
• Annual Employee Rewards and Recognition

Listed skills

• Problem solving · Preferred
• Financial planning · Preferred
• Communication Skills · Preferred
• Client Relationship Management · Preferred
• Microsoft Office Suite · Preferred

Other relevant skills

Identified from the job description. Confirm important requirements above.

• Accounting for Investments
• Partnership Taxation
• Corporate Taxation
• Trust Taxation
• Financial Planning
• Cash Management
• Compliance Management
• Financial Projections
• Staff Supervision
• Client Relationship Management
• Analytical Skills
• Problem-solving
• Microsoft Office Suite
• CaseWare
• Taxprep
• Communication Skills

Job areas

• Finance & Accounting
• Management & Leadership
• Consulting

More jobs from Richter