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 qualified 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 modern 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.

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