Family Office Accountant

Montreal, QC, Canada

Job Description

Family Office Accountant 2 days/week

Location: West Island or Downtown Location

Industry: Family Private Investment Corporation

Salary : Commensurate with experience+++

The ideal candidate will oversee several investments and keep track of by recording the information received into accounting records. MUST HAVE A DESIGNATION. 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 the managers/employees of various family properties
  • Preparing financial statements, budgets and cash flows
  • Preparing monthly expense and position reports
  • Processing accounts payable and household employee payroll (including obtaining and documenting approvals, assembling paperwork for review, researching and resolving issues with vendors)
  • Coordinating with property managers to accurately capture and report expenses, create budgets and identify areas for potential savings
  • Accounting for construction projects and creating status reports as requested
  • Preparing bank and credit card reconciliations
  • Ensuring cash is available as needed
  • 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:
  • Strong interpersonal skills
  • Bilingual
  • 7+ years of accounting experience (Family Office experience a plus)
  • Accounting Degree
  • CPA is required
  • QuickBooks
  • Microsoft Office (high proficiency in Excel)
  • Able to work independently and prosper in a small office environment
  • Extremely professional and discrete
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Job Detail

  • Job Id
    JD2057728
  • Industry
    Not mentioned
  • Total Positions
    1
  • Job Type:
    Full Time
  • Salary:
    Not mentioned
  • Employment Status
    Permanent
  • Job Location
    Montreal, QC, Canada
  • Education
    Not mentioned