Family Office Accounting - Permanent - 19249

Family Office Accounting Specialist - Permanent - 19249 About The Opportunity Our client is seeking an experienced Family Office Accounting 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 [email protected]. 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.

Manage full-cycle accounting and tax compliance for multiple corporations, partnerships, and related entities within a family office. Provide financial analysis, budgeting, and treasury management to support strategic business decision-making.

Requires a CPA designation (preferred) and over 5 years of progressive accounting and tax experience in a family office or private investment setting. Candidates must possess strong knowledge of corporate and partnership taxation and advanced Excel skills.

• Medical Benefits • Dental Benefits • Generous Vacation Package

• Microsoft ExcelPreferred
• Financial analysisPreferred

Identified from the job description. Confirm important requirements above.

• Full-cycle Accounting
• Corporate Tax
• Partnership Tax
• Personal Tax
• Financial Statement Preparation
• Budgeting
• Forecasting
• Financial Analysis
• Treasury Management
• Intercompany Reconciliations
• Microsoft Excel
• CPA Designation

• Finance & Accounting
• Management & Leadership
• Consulting

Minimum education

Professional degree

Minimum experience

5+ years

Apply by

Sep 12, 2026

Posting language

English

Working hours

40 hours per week

Seniority

Mid-Senior level