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
Positive understanding of tax systems
Solid 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 (Canada)
🏢 Richter
📍 Canada