Description:

Family Office Senior Accountant

About the Role

We are a private, multi-entity family office located in Midtown Toronto, seeking a hands-on and detail-oriented Family Office Senior Accountant to oversee the day-to-day financial operations of a diverse portfolio of corporate entities, trusts, and investments.

This is a highly visible role working closely with ownership and the VP Finance, offering exposure to a broad range of business interests, including private investments in Real Estate, technology, hedge funds, and a charitable foundation. The position is ideal for someone who thrives in an entrepreneurial environment and is comfortable balancing both operational accounting and higher-level financial responsibilities.

Key Responsibilities

Full-Cycle Accounting

• Maintain full-cycle accounting for multiple entities (corporations and trusts) using QuickBooks
• Record all transactions, including multi-currency and investment activity
• Perform monthly bank and account reconciliations
• Post journal entries, accruals, and year-end adjustments

Investments & Multi-Entity Tracking

• Record and track investment transactions (stocks, bonds, partnerships, and other investments)
• Account for foreign exchange transactions and USD activity
• Monitor intercompany transactions and balances

Cash Management & Payments

• Manage day-to-day cash flow and bank accounts
• Prepare and process payments (cheques and wire transfers)
• Maintain proper documentation and approvals for all disbursements

Accounts Payable & Administration

• Process invoices and maintain organized records and supporting documentation
• Ensure all payments are properly recorded and supported
• Handle administrative and ad hoc financial tasks as needed

Year-End & Tax Support

• Prepare year-end working papers and reconciliations
• Coordinate with external accountants for corporate, trust, and personal tax filings
• Compile required documentation and respond to queries from advisors

Qualifications & Experience

• Proven experience in full-cycle accounting in a multi-entity or family office environment
• Strong bookkeeping foundation with ability to handle complex transactions
• Experience with investment accounting and multi-currency transactions
• Proficiency in QuickBooks and strong Excel skills
• CPA designation is required with an understanding of taxation in Canada

What We’re Looking For

• Someone hands-on and detail-oriented who is comfortable doing both routine and complex work
• Highly organized with strong follow-through
• Able to manage multiple entities and priorities simultaneously
• Discreet and professional with sensitive financial information
• Strong written and oral communication skills and ability to work directly with ownership
• Willing to take ownership and operate independently