Vice President, Finance & Tax

Our Client is a long established Toronto-based family office. Supporting financial, investment, philanthropic and personal interests, the office exercises responsibility over a complex group of corporations, partnerships, trusts, investment entities and a private foundation, together with real estate and other family-owned assets throughout North America.

As the office continues to evolve and expand, they are seeking a VP, Finance and Treasury to take a leadership role within its finance function. Reporting to the CEO this role will provide leadership across financial reporting, tax planning and compliance, treasury, financial operations and risk management. As a trusted advisor, this individual will translate complex financial matters into clear recommendations that support wealth preservation, tax efficiency and long-term family objectives.

The role will also oversee the finance team, coordinate external professional advisors and strengthen financial systems, controls and reporting.

• Provide financial leadership across the family office and its affiliated entities, advising on financial strategy, tax, business decisions and risk.
• Oversee accounting and financial reporting for corporations, partnerships, trusts, investment entities and the private foundation, ensuring accurate and timely financial statements, management reports and coordination of external audits and reviews.
• Direct budgeting, forecasting and financial analysis, developing reporting and dashboards that provide clear insight into financial performance, commitments and future funding requirements.
• Lead tax planning across personal, corporate, trust, foundation and investment structures, working with external advisors to implement tax-efficient strategies and oversee Canadian and U.S. tax returns, information reporting and regulatory filings.
• Support estate and succession planning, including intergenerational wealth transfer, in collaboration with family members, legal counsel and tax advisors.
• Manage treasury, cash flow and liquidity across entities, overseeing banking and custodian relationships, financing arrangements and capital requirements to support investments, operations, properties and family expenditures.
• Coordinate financial reporting for investment portfolios and private investments, reviewing performance, capital calls, distributions and liquidity needs with investment managers and external advisors.
• Provide financial oversight of real estate holdings, private residences and other family-owned assets, and contribute financial analysis and due diligence for acquisitions, dispositions, financing transactions and major expenditures.
• Oversee cross-border financial operations and related payroll, tax and compliance obligations for Canadian and U.S. activities, coordinating the work of advisors and service providers across jurisdictions.
• Strengthen governance, accounting policies and internal controls; assess financial, operational, tax and regulatory risks; coordinate insurance reviews; and safeguard confidential family information.
• Lead, mentor and develop the finance team, establishing clear expectations and promoting accountability, collaboration, responsiveness and service excellence.
• Manage relationships with external accounting, tax, legal, banking, investment and other professional advisors, ensuring coordinated support and clear, actionable advice for family members and leadership.
• Improve financial systems, reporting tools and processes through technology, automation and standardized practices that enhance efficiency, reporting quality and control.

• CPA (or equivalent) with a university degree in Accounting, Finance, Commerce or a related discipline and at least 10 years of progressive finance, accounting and tax experience, including significant leadership responsibility.
• Experience with in a family office, private investment office, asset management firm, public accounting firm, private equity environment or complex private enterprise.
• Significant experience supporting high-net-worth families and overseeing complex structures involving corporations, partnerships, trusts, foundations and investment entities.
• Strong Canadian and U.S. tax expertise relevant to individuals, corporations, trusts, estates and charitable organizations, with experience coordinating cross-border financial and tax matters.
• Demonstrated expertise in financial reporting, budgeting, forecasting, treasury management and…