High-Net-Worth Family Services Manager (Toronto)

High-Net-Worth Family Services Manager (Toronto)

12 Aug
|
Richter
|
Toronto

12 Aug

Richter

Toronto

Elevate financial management for high-net-worth families as a Family Services Manager with a focus on customized solutions. Join a hybrid work workplace where your accounting expertise makes a difference.In this position, you will act as the point of contact for clients, providing tailored financial strategies and overseeing compliance requirements. Your leadership in managing financial projections, tax implications, and training staff will ensure exceptional service delivery to affluent families.Key Responsibilities:
- Serve as primary contact for clients’ accounting needs
- Collaborate with advisors to enhance financial strategies
- Train staff in preparing financial statements and tax documents
- Review financial compliance and compilation engagements
- Analyze client data for financial impact assessmentsRequirements:
- Minimum of 5 years’ experience in accounting
- Knowledge of Family Office practices is a plus
- Good understanding of tax systems
- Strong analytical and communication skills
- Proficiency in Microsoft Office Suite and accounting softwareChannel your financial insight and leadership to support high-net-worth families in attaining their financial objectives.#J-18808-Ljbffr

📌 High-Net-Worth Family Services Manager (Toronto)
🏢 Richter
📍 Toronto

Reply to this offer

Impress this employer describing Your skills and abilities, fill out the form below and leave Your personal touch in the presentation letter.

Subscribe to this job alert:

Get the latest job offers by email for: high-net-worth family services manager (toronto) / toronto