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
- Solid bookkeeping foundation with ability to handle complex transactions
- Experience with investment accounting and multi-currency transactions
- Proficiency in QuickBooks and strong Excel skills

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

Pay: $85,000.00-$90,000.00 per year

Benefits:

- Dental care
- Extended health care
- On-site parking
- Paid time off

Work Location: In person

📌 Family Office Senior Accountant (Canada)
🏢 Cedarpoint Investments
📍 Canada