Senior Family Office Accountant in downtown Calgary, applying Excel expertise to financial statements, tax compliance, investment reporting, and client accounting.

Viridian Family Office seeks a Senior Accountant supporting multiple high-net-worth clients and associated entities. The position reports to the Manager, Finance and covers financial reporting, reconciliations, tax planning support, and investment portfolio tracking. Client communication and practical problem-solving are central to the work.

Key Responsibilities:

- Prepare monthly and quarterly financial statements and consolidated management reports
- Oversee client financial information, net worth statements, and tax forecasting
- Manage personal and legal entity tax compliance activities




- Coordinate with third-party tax advisors on annual compliance
- Provide backup support and complete assigned special projects

Requirements:

- Three or more years of relevant experience
- Advanced Excel proficiency and accounting systems knowledge
- Canadian or United States personal, corporate, or trust tax knowledge
- Investment accounting knowledge or experience
- Legal authorization to work in Canada

Bring organized, adaptable accounting expertise to Viridian Family Office through client reporting, tax compliance, and investment accounting.

📌 Senior Family Office Accountant (Calgary)
🏢 Viridian Family Office
📍 Calgary