Compensation :

- Base salary (negotiable based on experience)
- Profit participation in current public practice
- Performance-based upside tied directly to client growth
- Long-term partnership pathway

About Us

Our primary operating entity provides a high-touch private client services platform supporting high-net-worth individuals and families across:

- Financial administration and reporting
- Property and asset management (homes, vehicles, aircraft, marine)
- Global travel planning and concierge execution
- Healthcare and mobility coordination for complex lifestyles
- Emergency planning and on-the-ground response

Our model functions similarly to a modern family office, with deep integration into clients’ financial and operational lives.

We are expanding to include a dedicated public accounting and tax practice, embedded directly into our ecosystem.

The Opportunity

We are seeking a CPA with entrepreneurial intent to:

- Co-build and lead a new public accounting firm
- Service an existing pipeline of high-quality clients
- Operate as a partner
- Help define the structure, standards, and growth strategy of the practice

This is not a traditional accounting role — it is a foundational leadership position with immediate access to clients and long-term equity participation.

What You’ll Be Responsible For

Establishing and operating a licensed public accounting practice

Leading delivery of:

- Corporate, personal tax, Trust (T1/T2/T3)
- Financial statement preparation (compilation / review as applicable)
- Tax planning and advisory for high-net-worth clients
- Acting as the engagement lead and signing professional

Working closely with our internal team on:

- Financial data flow and reporting




- Client coordination and service delivery

Helping design:

- Firm structure and compliance framework
- Pricing models and service tiers
- Long-term growth and staffing strategy

What We’re Looking For

- CPA designation (in good standing with CPA Ontario or transferable)
- Eligible for or already holding a Public Accounting Licence (PAL)

Experience in:

- Tax (owner-managed businesses and/or HNW individuals)
- Financial statement preparation
- Strong client-facing and advisory capability
- Interest in building, not just executing
- High level of professionalism and discretion with affluent clients
- Experience with private clients, family offices, or complex structures

What Makes This Different

- Immediate access to an existing client base
- Integrated model (you are not sourcing clients cold)
- High-value clients with complex, interesting needs
- Ability to shape the firm from day one
- True partner economics, not capped compensation
- Structure (Transparent)
- Accounting practice will operate as a distinct legal entity
- You will act as the licensed public practitioner

Our core business will act as:

- client origination channel
- operational support layer
- Equity / profit participation structured based on contribution and role

Please submit:

- Resume / CV
- Brief note on your interest in a partner-track opportunity
- Any relevant experience with high-net-worth or owner-managed clients

Job Types : Full-time, Part-time, Permanent

Pay: From $100,000.00 per year

Expected hours: 5.0 - 60.0 per week

Benefits :

- Dental care
- Extended health care
- Flexible schedule
- Paid time off
- Vision care

Work Location: Hybrid remote in Toronto, ON (York District)

📌 Cpa (Partner Track) - Build & Lead a Private Client Public Accounting Practice (Toronto)
🏢 WhtaLife
📍 Toronto