Controller
Our Client: Private family office
Role:
Our client is seeking a Controller with a strong accounting foundation and an interest in both investment and philanthropic operations. The successful candidate will be responsible for managing the finance and reporting activities across a range of entities, including personal, corporate, trust, and foundation structures. This is a unique opportunity to play a key role in building and operating a high-integrity, multi-entity finance function that supports a dynamic and values-driven family enterprise.
Key Responsibilities:
- Partner with external accounting and tax advisors to develop a comprehensive understanding of the financial landscape and reporting obligations for each family entity and stakeholder.
- Collaborate with family office leadership to design and execute a transition plan to bring accounting and reporting functions in-house over time.
- Oversee day-to-day finance operations, including:
- General ledger bookkeeping and account reconciliation
- Cash management and investment transaction support, including capital calls
- Execution of corporate dividend and distribution activities
- Preparation and filing of personal tax returns for family members
- Compilation of annual tax filings and financial statements for corporate and trust entities
- Manage the financial and compliance responsibilities of philanthropic foundations:
- Coordinate with auditors and accountants to prepare annual financial statements and manage audit engagements
- Ensure adherence to disbursement quota requirements and other regulatory obligations
- Stay informed of tax and regulatory changes impacting the charitable sector in Canada
Qualifications/Attributes
We are looking for a an accounting and finance professional who:
- Maintains the highest standards of discretion, professionalism, and confidentiality
- Demonstrates reliability, initiative, and the ability to work independently with minimal oversight
- Is highly organized, detail-oriented, and efficient in managing multiple priorities
- Builds trust through accountability and quality execution
- Values both strategic and administrative contributions and approaches all work with diligence and care
- Enjoys fostering collaborative relationships with stakeholders and external partners