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Controller (Closed)

About the Company
Our client invests and manages capital on behalf of its shareholders, institutional investors and high net worth clients from around the world. They are looking for a Director, Finance who is responsible for the financial affairs of the Chairman and CEO.

Why Work Here

• The accounting team and everyone within the family office are great
• This is a steady and stable role. There is always something new to do
• This is a family office, so the role works with reputable people
• Able to experience variety of work compared to any other company

About the Opportunity

• Year-End Files: Preparing year-end financial statements for complex entities including the preparation of corporate tax returns with the assistance of the tax team on intricate tax issues. Completing complex areas of year-end files for remaining entities. Reviewing less complex files and supervising the staff accountant that prepares the files. Preparing, with the assistance of the staff accountant, annual consolidated net worth statements and overseeing the year-end completion process. Caseware and Caseview are used to prepare year-end files and financial statements. TaxPrep is used to prepare tax returns, charity returns, partnership returns, trust returns, etc.
• Investments: Updating and maintaining investment schedules for various types of investments including private equity fund investments, partnerships, trusts, corporations, foreign entities, etc. Excel is currently used for all investment tracking.
• Bookkeeping, Training & Support: Reviewing various bookkeeping tasks performed by others on the team, including bank and broker reconciliations, donations, medical, prepaids, receivables, etc. QuickBooks is currently used for bookkeeping for all entities.
• Other: Preparing/reviewing journal entries for tax reorganizations and working closely with tax team on various projects, developing/maintaining and implementing accounting policies and procedures, assisting in overseeing the finance IT systems, and other miscellaneous projects. Managing junior staff members. Overseeing audits for 2 charitable organizations and the consolidated net worth.

About You

• CPA, CA required

• Minimum 2 years of managerial experience (small to mid-size firm or industry)
• Experience with Canadian Corporate Tax returns
• Experience with public accounting

Salary

Director level: $150,000 to $160,000/year

Manager level: $130,000 to $150,000/year

How to Apply

Click the “Apply Now” button and follow the instructions to submit your resume. Please know that we only accept documents in MS Word or Rich Text formats. When referencing this job, quote # 343167.

You must currently reside within the Greater Toronto Area and be permitted to work in Canada to be considered for this opportunity. A recruiter will be in touch with you if your profile meets our client’s requirements for this role.