Accountant Family Office

ORGANIZATION DESCRIPTION

An office overseeing the financial affairs of the extended members of the shareholders of a family business providing bookkeeping accounting and tax services as well as other areas of financial planning including investment planning and monitoring tax planning for individuals business owners holding companies trusts cash flow management and estate planning/administration. A friendly family office environment the incumbent will be an important member of a three to fourperson team. Working alongside a CPA and financial planner the family office interacts with various outside investment advisors & managers.

POSITION DESCRIPTION

Looking for a strong organized and motivated individual to support the investment portfolio recordkeeping and reporting accounting tax return preparation tax compliance cash flow management and overall financial and office administration.

BENEFITS OF WORKING HERE

The work offers all the intellectual stimulation with lots of learning opportunities within a friendly family office without the long hours and billing/selling pressure of a large office. Working directly with a CPA and Financial Planner of over 20 years each of outside experience before starting up this family office. Working in an evergrowing role within the financial services industry.

QUALIFICATIONS

Ideally the incumbent has experience working in a tax accounting and/or investment environment and now looking forward to work in a smaller office offering more flexibility. Opportunities to grow with the position exist.

The incumbent will be expected to be proficient with Microsoft Office (Excel Word Office Outlook etc.) and knowledge of processes and applications for investment accounting bookkeeping & income tax such as Writeup T1 & T3 tax preparation software (DTMAX) Quicken NDex Systems (data aggregation) online banking and custodial portals as well as general computer applications and browsers etc.

Personal skills required are strong organization resourceful selfmotivator willingness to learn a logical thinker attention to detail and accuracy ability to work on own as well as excellent team spirit and ability to get along with others. Communicate in both English and French.

Education qualifications desired would be a degree in Business administration Finance Accounting and/or a related field. Any courses supporting these functions would be beneficial such as bookkeeping courses tax courses Canadian Securities Course Financial planning or CPA.