Controller

Family Office Accountant / Family Advisor (Senior Accountant to Controller)

Aurora, ON | Direct Hire | Base + Performance Bonus

Company Overview: A leading private family office and investment organization is seeking a Family Office Accountant / Family Advisor to support the financial affairs of a highly successful, third-generation operator family with a significant private investment portfolio.

This is a newly created opportunity to build and own a critical function supporting the family’s private financial activities, investments, and related entities. This role offers direct exposure to business owners and the opportunity to become a trusted advisor within a sophisticated private wealth environment.

The Opportunity:

You will support the family office function above the operating company level, partnering with family members and external advisors on accounting, investments, tax coordination, and financial reporting.

Key Responsibilities:

• Manage accounting activities across multiple family entities, including holding companies, partnerships, trusts, investments, and other private structures
• Support private investment accounting, including transaction tracking, dividends, interest income, capital gains, and investment activity
• Prepare financial reporting packages, reconciliations, and supporting schedules for family members and advisors
• Oversee bank, investment, credit card, and loan account reconciliations
• Coordinate with external advisors, including tax professionals, auditors, investment managers, and private banks
• Assist with tax planning support, estate-related matters, and compliance requirements
• Support real estate-related accounting, including rental income, expenses, mortgages, property taxes, and asset documentation
• Serve as a trusted accounting partner while balancing advisory-level responsibilities with hands-on execution

Ideal Background:

• 3–5 years of full-cycle accounting experience
• Bachelor’s degree in Accounting, Finance, or related field
• Experience supporting multi-entity accounting structures (holding companies, partnerships, corporations, trusts, or investment entities)
• Strong understanding of accounting principles, reconciliations, and financial reporting
• Comfortable working directly with owners and handling highly confidential information
• Ability to balance strategic support with hands-on accounting responsibilities
• Strong attention to detail, judgment, and organizational skills

Preferred Experience:

• Family office experience
• CPA or CPA candidate
• Private client / high-net-worth accounting experience
• Investment accounting exposure
• Trust, estate, partnership, or real estate accounting experience
• Experience working with CPAs, attorneys, investment advisors, and private banks

Why This Opportunity:

• Newly created role with the opportunity to build a foundational family office function
• Direct partnership with experienced business owners and decision-makers
• Exposure to private investments, wealth management, tax planning, and complex financial structures
• Long-term opportunity within a sophisticated private investment environment

Location:

Primarily onsite in Aurora, ON with occasional support in Etobicoke, ON.