Family Office Accounting & Tax Specialist - Permanent - 19249

About the Opportunity

Our client is seeking an experienced Family Office Accounting & Tax 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

- 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 inter‑company 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

- 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
- Solid 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

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📌 Family Office Accounting & Tax Specialist - Permanent (Toronto)
🏢 LRO Staffing
📍 Toronto