Job Description

Family Office Accountant 2 to 3 days/week

Location: West Island or Downtown Location

Industry: Family Private Investment Corporation

Salary : Commensurate with experience

The ideal candidate will be responsible for the accounting and record keeping of several investments and keep track of by recording the information received into accounting records. A DESIGNATION WOULD BE AN ASSET. Looking for the right individual who is highly performance driven, passionate and exceptionally skilled in the following areas:

• Accounting and bookkeeping activities for high net worth individual family members and various trusts and related real estate entities
• Working closely with family members and with investment managers
• Preparing financial statements
• Monthly expense and position reports when required
• Processing accounts payable (including obtaining and documenting approvals, assembling paperwork for review, researching and resolving issues with investment managers)
• Reconciling various expenses and inter-company accounts
• Maintaining financial, legal and accounting files and records
• Providing information, analysis and support required for tax return preparation and reporting
• Working independently and as part of a team on ad hoc projects, including financial reports and analyses as necessary

Essential Requirements:

• 7+ years of accounting experience (Family Office experience a plus)
• Experience with tracking yields and comparing to benchmarks
• Strong interpersonal skills
• Bilingual-fluent in English and French
• Accounting Degree
• CPA is an asset
• IT experience
• Able to work independently and prosper in a small office environment
• Extremely professional and discrete

Referral Bonus program:

Ask us how to participate in our CANDIDATE REFERRAL PROGRAM

Our 24/7 Promise to you:

Please note that only candidates who meet the above criteria will be contacted within 48hours

Feel free to contact your recruiter at any time for an update on your file.

Patty Shapiro & Associates