Senior Accountant - Private Wealth Management
Start: ASAP
Salary: $80,000 - $85,000 / annum plus bonus up to 20%
Location: GTA
Reports to: Vice president, Accounting & Administration
The Opportunity:
This accountant will be part of a team of 4 accountants responsible for preparing the financial statements, corporate and personal tax returns for a group of families. Planning and analysis will be a key part of this role, along with cash flow forecasting on a regular basis. Tax planning will also be important.
Responsibilities:
- Preparation/ review of year-end accounting and tax files for the executives and their companies
- Preparation of corporate financial statements and tax returns (50% of time)
- Family wealth management and analysis
- Both US and Canadian reporting/ filing requirements
- Cash flow planning and analysis (50% of time)
- Oversee the administration of a portfolio of companies
- Coordinate with external and internal clients concerning accounting and reporting issues, and cash-flow management
- Special project analysis as required
Candidate Qualifications:
- CA / CGA
- 5-10 years experience in a Corporate Accounting / CA firm type environment
- Solid accounting knowledge - both corporate & personal tax knowledge
- The successful candidate will be extremely well organized, deadline driven, and will have excellent time management skills
- Excellent communication skills are a must for this role as this senior accountant will be communicating with key management within this company and several family members
- Superior knowledge of Microsoft Office, particularly Excel and TaxPrep tax software
To apply successfully, please submit your resume to the attention of Sari Friedman: sfriedman@financialresourcepartners.com