Senior Accountant CPA - Family Office Clients Exp

Senior Accountant CPA – Family Office Clients

Senior Accountant, CPA – Public Practice Background with Family Office & Owner-Managed Clients

Toronto, ON | Hybrid Opportunity | $90,000 – $130,000 + Bonus

Are you a CPA working in public accounting and ready for a better lifestyle without sacrificing professional growth?

This is an outstanding opportunity for a Senior Accountant or Junior Manager-level CPA from a public accounting firm who enjoys working with owner-managed businesses, family offices, privately held companies, and entrepreneurial clients — but is seeking improved work‑life balance and a more relationship-driven environment.

Our client is looking for a polished, client-focused accounting professional with strong communication skills and hands‑on experience servicing private companies.

This role is ideal for someone who:

• Recently obtained their CPA designation, or
• Has several years of experience in public practice, or
• Has moved into industry within the past year and misses the client interaction and variety of working with private businesses.

If you currently work in a smaller or mid-sized CPA firm handling private company files, review engagements, bookkeeping, compilations/notice-to-reader engagements, and tax work — this could be the ideal next step in your career.

• Work directly with owner-managed businesses and privately held clients
• Prepare and review Notice to Reader / Compilation engagements and corporate tax files
• Manage bookkeeping and accounting functions for multiple clients
• Build strong relationships with business owners and stakeholders
• Assist with financial reporting, tax compliance, and advisory support
• Utilize software such as Case Ware, Case View, Tax Prep, Quick Books and related accounting platforms

• CPA designation (or close to completion)
• Public accounting experience servicing private companies
• Experience with review engagements, compilations, bookkeeping, and tax preparation
• Strong interpersonal and communication skills
• Professional, organized, and client-service oriented
• Ability to work independently and manage multiple priorities
• Competitive compensation package
• Salary range: $90,000 – $130,000 based on experience
• Performance bonus
• Long-term career growth opportunity
• Positive and collaborative work environment

This role offers an excellent transition opportunity for accounting professionals seeking to move away from the demanding pace of traditional public accounting while continuing to work closely with entrepreneurial clients in a highly professional setting.