Chance: Associate (Private Wealth & Family Office) We are working with a client in the multi-family office space that provides sophisticated financial stewardship to a select group of ultra-high-net-worth individuals. This firm operates as a dedicated hub for complex financial affairs, coordinating high-level strategy across global tax, investment, and lifestyle management functions.
The Role This is a pivotal position within a high-performance team. You will support a portfolio of clients whose needs go far beyond traditional banking, involving the management of diverse global interests and high-value physical assets. We are seeking a professional who excels in a "high-touch" service model where precision and discretion are the baseline.
Key Areas of Responsibility Strategic Financial Oversight Develop and maintain integrated financial reporting packages and operational dashboards.
Monitor liquidity and private investment activity, providing detailed cash flow projections.
Audit lifestyle and business expenses to provide variance analysis and trend insights.
Ensure the integrity of all financial data, from tax-readiness to bookkeeping oversight.
Intermediary & Advisor Relations Serve as the primary liaison between the client and an ecosystem of external specialists (tax, legal, and banking).
Maintain an institutional memory of complex entity structures and historical transactions.




Facilitate seamless communication with external accounting partners to ensure multi-jurisdictional compliance.
Evaluate and summarize incoming communications from third-party investment managers.
Special Projects & Administration Conduct deep-dive financial modeling, such as burn-rate assessments and currency exposure analysis.
Manage sensitive regulatory and banking documentation, including complex KYC/AML renewals.
Coordinate philanthropic workflows, including tracking capital commitments and donation reporting.
Candidate Profile Professional Credentials: A CPA designation is essential for this role.
Experience: 3–5 years of progressive experience in public accounting, private wealth management, or a dedicated family office environment.
Technical Breadth: A strong grasp of the interplay between investment reporting and Canadian tax frameworks (Personal, Corporate, and Trust).
Operational Style: A self-motivated "subject matter expert" who can work autonomously while managing the competing priorities of a sophisticated principal.
Attributes: Absolute discretion, meticulous organizational skills, and the ability to simplify complex financial information for various stakeholders.
Education & Qualifications Active CPA Designation is a non-negotiable requirement.

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📌 Associate (Ontario)
🏢 Oakbridge Search Partners
📍 Ontario