As the Family Accountant and Property Manager you will oversee the financial, administrative, and property management needs of a family office. Supporting a family-run business that includes an operating entity as well as multiple holding and trust companies, We are seeking an experienced and highly organized candidate who will bring a solid background in accounting, financial management, and administration, coupled with experience managing real estate assets and business operations.

Key Responsibilities:

Accounting & Financial Management:

- Manage all accounting functions, including bookkeeping, financial reporting, budgeting, forecasting, and cash flow management for family-owned entities and trusts.
- Prepare monthly, quarterly, and annual financial statements and reports.
- Oversee tax planning and compliance, working closely with external tax advisors to ensure proper structuring of family holdings.
- Reconcile bank and investment accounts, ensuring accuracy in financial records.
- Ensure adherence to financial regulations and best practices.
- Note: This role does not include any payroll responsibilities.

Administration & Family Office Support:

- Provide administrative support to the family, including document management, scheduling, and coordination of legal and financial matters.
- Maintain records for family trusts, wills, and estate planning.
- Handle confidential and sensitive information with discretion and professionalism.
- Liaise with external advisors, including lawyers, accountants, and investment managers, to facilitate strategic planning and asset management.
- Support philanthropic activities and charitable donations, ensuring proper documentation and reporting.
- Manage personal bill payments for the family,



ensuring timely processing and record-keeping.
- Collect and organize all necessary documentation for the family’s personal tax returns, working closely with accountants and tax advisors.

Property & Asset Management:

- Oversee the management of residential, commercial, and investment properties owned by the family.
- Coordinate property maintenance, renovations, and tenant relations.
- Monitor lease agreements, rental income, and property-related expenses.
- Ensure compliance with property regulations, insurance policies, and tax obligations.
- Conduct periodic financial reviews of property investments and recommend improvements.
- Collect rent payments from tenants, ensuring timely deposits and record-keeping.

Qualifications & Experience:

- Professional Background: Minimum 10-15 years of experience in accounting, finance, or family office management, with a focus on multi-entity structures, holding companies, and trusts.
- Education: CPA, CA, or equivalent designation preferred.
- Industry Knowledge: Experience working with family-owned businesses, trusts, and real estate investments.
- Technical Skills: Proficiency in accounting software (e.g., QuickBooks, Xero, Sage), Excel, and financial reporting tools.
- Property Management Experience: Strong understanding of real estate financials, lease management, and property administration.
- Communication & Discretion: Excellent interpersonal skills with the ability to work closely with high-net-worth individuals and trusted advisors while maintaining confidentiality.
- Problem-Solving: Ability to handle complex financial and administrative matters with precision and efficiency.
- Organization & Attention to Detail: Strong multitasking skills with an ability to prioritize effectively.

📌 Family Accountant and Property Manager (Montreal)
🏢 The Kersheh Group
📍 Montreal