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Remote Senior Personal & Family Office CPA / Financial Manager

Posted: 08/29/2026 Employment Type: Direct Hire Job Category: Job Number: 7079 Pay Rate: 120000 - 140000

Job Description

Remote Senior Personal & Family Office CPA / Financial Manager
Position Type: Full-Time or High-Volume Part-Time | Flexible Hours
About the Role
Are you a designated accountant (CPA) or senior finance professional who excels at managing complex private finances, but tired of the corporate grind, billable hour pressure, or public practice seasonality?

We are seeking a trustworthy, highly organized, and self-motivated Personal & Family Office CPA to oversee the complete financial picture for an entrepreneurial family with diverse real estate and business holdings.

This position is tailored for someone who values long-term stability, schedule flexibility, and true remote autonomy. You will serve as the lead financial steward-handling everything from daily cash management and CRA filings to monthly reporting, investment tracking, and external tax prep-working directly with decision-makers who deeply value discretion and transparency.
Why You'll Love This Role

Work From Home: Fully remote day-to-day setup with complete control over your working schedule.

Work-Life Balance: Minimal travel (only periodic local check-ins in the Burlington/Hamilton area) and flexible hours tailored around your life.

Direct Impact: Work closely with the owner on private holdings without corporate bureaucracy or red tape.

Long-Term Stability: A consistent,



trusted role where quality of execution and reliability are valued over being at your desk.
Key Responsibilities

Financial Reporting & Tracking: Prepare daily financial summaries, monthly financial statements, and balance sheets across various real estate and corporate entities, as well as personal investment portfolios.

Tax & Compliance: Manage all CRA filings, tax compliance schedules, and prepare comprehensive annual working papers for external tax advisory firms.

Cash Flow & Reconciliations: Perform regular bank and investment account reconciliations, manage cash flow, and oversee weekly bill payments and payroll (personal and corporate).

Vendor & Stakeholder Relations: Handle correspondence with financial institutions, property managers, internal partners, and external vendors.

Special Projects: Assist with ad-hoc financial analysis, risk assessment, investment planning research, and operational projects as needed.
Qualifications & Skills Needed

Education & Credentials: CPA designation or equivalent advanced financial/accounting qualification. Bachelor's degree in Accounting, Finance, or Business.

Relevant Experience: Strong track record in accounting, personal finance, family office management, or supporting high-net-worth individuals and corporate/real estate entities.

Tax & Compliance Knowledge: Sound working knowledge of Canadian tax regulations, CRA filing standards, and corporate/personal filing requirements.

Software Proficiency: Hands-on experience with contemporary cloud accounting platforms.

Traits for Success: Absolute discretion and integrity, exceptional communication skills, independent problem-solving ability, and a strong eye for detail.

Location: Must be based within reasonable driving distance of Burlington/Hamilton, ON for periodic local meetings as needed.
How to Apply
If you are looking for a reliable, flexible role where you can leverage your high-level accounting skills without sacrificing your personal schedule, we would love to connect.

Please submit your resume to [email protected] and quote job order number 7079.

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📌 Remote Senior Personal & Family Office CPA / Financial Manager (Burlington)
🏢 Elby Professional Recruitment
📍 Burlington