Our client is a private family office that manages a diverse portfolio of investments across real estate, private equity, and alternative assets. With a long-term, relationship-driven approach, they provide strategic capital and operational insight to partners and portfolio companies alike. Known for their agility, discretion, and entrepreneurial mindset, they offer a unique environment for professionals who thrive at the intersection of finance, strategy, and value creation.

This is a hybrid role 1 day in office.

Our client is a private family office that manages a diverse portfolio of investments across real estate, private equity, and alternative assets. With a long-term, relationship-driven approach, they provide strategic capital and operational insight to partners and portfolio companies alike. Known for their agility, discretion, and entrepreneurial mindset, they offer a unique environment for professionals who thrive at the intersection of finance, strategy, and value creation.

This is a hybrid role 1 day in office.

Responsibilities of the Senior Accountant is as follows:

• Manage accounts payable and accounts receivable processes with precision
• Oversee monthly, quarterly, and annual financial reporting, ensuring accuracy and timely delivery
• Maintain bank and credit card accounts, including reconciliation and transaction monitoring
• Prepare and manage annual budgets and conduct regular budget vs. actual
• Track and reconcile personal spending and investment-related expenditures
• Prepare and process payroll, ensuring compliance with employment standards and tax regulations
• Record FMV (Fair Market Value) adjustments and manage financial reporting for trusts and investment holdings
• Lead cash flow planning and ongoing cash management
• Coordinate and compile information for tax preparation, working with external tax professionals
• Handle CRA audits, reviews, and objections, acting as liaison with government bodies
• Manage HST filings and ensure compliance with all regulatory requirements
• Maintain complete, up-to-date financial records and perform reconciliations as needed
• Support risk management efforts across financial and operational domains
• Coordinate and manage business insurance policies for the family office and personal assets
• Create and deliver monthly operational reports that synthesize financial and administrative metrics
• Work closely with external advisors (legal, tax, investment) to ensure alignment across services
• Provide general administrative support to senior stakeholders, including document management, calendar coordination, and vendor liaison

TMGMS

• Minimum 5-10+ years of relevant experience in bookkeeping, accounting, or family office administration
• Designation such as CPA or equivalent is an asset
• Proficiency in QuickBooks Online and MS Office Suite (particularly Excel)
• Strong understanding of Canadian tax regulations and financial reporting standards
• Experience working in a family office, high-net-worth individual environment, or investment-focused organization is strongly preferred
• Ability to handle confidential information with discretion and sensitivity
• Excellent organizational, communication, and multitasking skills