Vice President, Finance & Tax

Vice President, Finance & Tax

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 in search of a Vice President, Finance and Tax to join their family office. The successful candidate will be a key leader in the finance function, responsible for providing strategic financial guidance, overseeing financial reporting, tax planning and compliance, treasury, and risk management. This role demands a trusted advisor who can translate complex financial matters into clear recommendations, supporting the office's diverse financial, investment, philanthropic, and personal interests.

The VP will also be involved in estate and succession planning, managing relationships with external advisors, and strengthening financial systems and controls.

Applicants for the VP, Finance and Tax position at the family office should be experienced CPAs with a strong background in tax and a focus on high-net-worth families or complex private investment structures. The role requires a candidate with a minimum of 10 years' progressive finance, accounting, and tax experience, including significant leadership responsibility. The ideal candidate will have a deep understanding of Canadian and U.S. tax matters, as well as expertise in financial reporting, budgeting, forecasting, and treasury management.

Strong commercial judgment, strategic thinking, and the ability to lead and develop finance teams are essential. The role also demands excellent communication skills, exceptional discretion, and the ability to manage competing priorities in a highly confidential environment.

Hiring Manager Title
CEO

Functions

- Finance