Job opportunity
Head of Finance, Family Office
Confidential
Head of Finance, Family Office
About the Company
Long established Toronto-based family office supporting financial, investment, philanthropic and personal interests
Industry
Financial Services
Type
Privately Held
About the Role
The Company is seeking a Head of Finance to lead financial stewardship across a family office and its affiliated entities. Responsibilities include overseeing financial reporting, budgeting, forecasting, tax planning and compliance, treasury, liquidity, and risk management across corporations, partnerships, trusts, investment entities, and a foundation. The role will guide estate and succession planning, support investment and real estate activities, strengthen governance and internal controls, and improve financial systems and processes. The successful candidate will lead the finance team and coordinate external professional advisors, providing clear recommendations that support long-term financial objectives.
Candidates should hold a CPA or equivalent and a university degree in accounting, finance, commerce, or a related discipline, with at least 10 years of progressive finance, accounting, and tax experience, including leadership responsibility. Significant experience with high-net-worth families and complex private structures is required, along with strong Canadian and U.S. tax expertise and knowledge of financial reporting, treasury, and multi-entity controls. Familiarity with investment management, private markets, real estate, and wealth management structures is also important. Strong judgment, analytical and communication skills, team leadership, discretion, and integrity are essential; advanced tax specialization is preferred, while additional relevant designations are an asset.
Hiring Manager Title
CEO
Functions
- Finance
Apply on source site About the Company
Long established Toronto-based family office supporting financial, investment, philanthropic and personal interests
Industry
Financial Services
Type
Privately Held
About the Role
The Company is seeking a Head of Finance to lead financial stewardship across a family office and its affiliated entities. Responsibilities include overseeing financial reporting, budgeting, forecasting, tax planning and compliance, treasury, liquidity, and risk management across corporations, partnerships, trusts, investment entities, and a foundation. The role will guide estate and succession planning, support investment and real estate activities, strengthen governance and internal controls, and improve financial systems and processes. The successful candidate will lead the finance team and coordinate external professional advisors, providing clear recommendations that support long-term financial objectives.
Candidates should hold a CPA or equivalent and a university degree in accounting, finance, commerce, or a related discipline, with at least 10 years of progressive finance, accounting, and tax experience, including leadership responsibility. Significant experience with high-net-worth families and complex private structures is required, along with strong Canadian and U.S. tax expertise and knowledge of financial reporting, treasury, and multi-entity controls. Familiarity with investment management, private markets, real estate, and wealth management structures is also important. Strong judgment, analytical and communication skills, team leadership, discretion, and integrity are essential; advanced tax specialization is preferred, while additional relevant designations are an asset.
Hiring Manager Title
CEO
Functions
- Finance