11 Nov
|
Leading
|
Toronto
Head of Finance, Family OfficeAbout the CompanyLong established Toronto-based family office supporting financial, investment, philanthropic and personal interestsIndustryFinancial ServicesTypePrivately HeldAbout the RoleThe Company is seeking a Head of Finance to lead financial stewardship across a family office and its affiliated entities. Responsibilities include overseeing financial reporting, budgeting, forecasting, tax planning and compliance, treasury, liquidity, and risk management across corporations, partnerships, trusts, investment entities, and a foundation. The role will guide estate and succession planning, support investment and real estate activities, strengthen governance and internal controls, and improve financial systems and processes. The successful candidate will lead the finance team and coordinate external professional advisors,
providing clear recommendations that support long-term financial objectives.Candidates should hold a CPA or equivalent and a university degree in accounting, finance, commerce, or a related discipline, with at least 10 years of progressive finance, accounting, and tax experience, including leadership responsibility. Significant experience with high-net-worth families and complex private structures is required, along with robust Canadian and U.S. tax expertise and knowledge of financial reporting, treasury, and multi-entity controls. Familiarity with investment management, private markets, real estate, and wealth management structures is also important. Strong judgment, analytical and communication skills, team leadership, discretion, and integrity are essential;
advanced tax specialization is preferred, while additional relevant designations are an asset.Hiring Manager TitleCEOFunctions- Finance
📌 Head Of Finance, Family Office (Toronto)
🏢 Leading
📍 Toronto