Description

Senior Accountant/AdministratorLocation: Burlington, OntarioSalary: Up to $85,000Employment Type: Full-time (Hybrid)This private investment firm focuses on equity placements in industrial services businesses and commercial real estate. The firm specializes in value-add investments, leveraging expertise in complex underwriting and fast turnarounds. It has also expanded into asset management, particularly in the industrial and commercial sectors.The RoleAccounting & Financial ManagementManage accounts payable, receivable, reconciliations, and cash flow planningOversee financial reporting, budgeting, and investment trackingProcess payroll and ensure compliance with tax and employment regulationsCoordinate tax filings, audits, and liaise with external tax professionalsMaintain accurate financial records, risk management oversight, and regulatory complianceAdministrative & Operational OversightManage business insurance policies and oversee operational risk managementPlan and organize family and business-related events and reportsProvide administrative support, including document management and calendar coordinationCollaborate with external advisors on legal, tax, and investment mattersWhat You’ll Need to Succeed7–10 years of experience in accounting, bookkeeping, or family office administrationCPA designation or equivalent (preferred)Proficiency in QuickBooks Online and MS Office Suite, particularly ExcelStrong understanding of Canadian tax regulations and financial reporting standardsAbility to handle confidential information with discretionExperience in a family office, high-net-worth individual environment, or investment-focused organization (preferred)Excellent organizational, communication, and multitasking skillsWhat You’ll GetCompetitive salary of up to $85,000 with a comprehensive benefits packageOpportunity to work in a trusted, private, relationship-driven environmentAutonomy and flexibility in a collaborative settingExposure to diverse business activities, investments, and strategic planningWe appreciate your interest in this opportunity. If you’d like to be considered, please reach out. While we wish we could respond to everyone, only successful candidates will be contacted for the next steps.