Reporting directly to Chief Financial Officer, this role is responsible for all financial reporting, compliance, tax planning support, and tax filings for the familyâs trusts and holding companies within a multiâentity group structure. The operating companies maintain their own finance and management teams; therefore, this role does not oversee operatingâcompany accounting or financial operations.
The Tax & Financial Reporting Manager ensures timely and accurate reporting to the family ownership group, external advisors, and regulatory bodies. This position plays a key role in maintaining strong governance, transparency, and tax efficiency across the familyâs assetâholding structure.
Requirements
Financial Reporting – Trusts & Holding Companies
- Prepare monthly, quarterly, and annual financial statements for individual trusts, master trusts, holding companies, and other non‑operating entities.
- Consolidate data across the ownership structure as required for family reporting or regulatory needs.
- Maintain general ledgers, reconciliations, and year‑end working papers for all non‑operating entities.
- Coordinate annual financial statement reviews or audits with external accounting firms.
- Monitor intercompany balances, distributions, dividends, and capital transactions.
Tax Reporting & Compliance
- Prepare or coordinate preparation of:
- T2 Corporate Tax Returns for holding companies
- NR4, T5, T5013 slips as applicable
- Ensure compliance with all CRA reporting requirements for trust arrangements, beneficial ownership rules, and inter‑entity transfers.
- Support the family’s tax advisors in planning activities, including estate planning, trust reorganizations, and freeze transactions.
- Maintain documentation and tracking for attribution rules, trust deed requirements, and distribution policies.
Governance & Controls
- Develop and maintain accounting policies, controls, and documentation for the family office environment.
- Ensure trust and corporate compliance filings are completed accurately and on time.
- Maintain meticulous records for trust indentures, amendments, trustee decisions, and distribution schedules.
Coordination With External Partners
- Act as the primary internal liaison for external tax advisors, legal counsel, and financial institutions.
- Provide timely information for tax planning, legal structuring, and wealth management initiatives.
- Support the CFO and family leadership with ad‑hoc financial analysis and scenario modeling.
Internal Stakeholder Support
- Prepare summaries and presentations for family owners outlining trust distributions, financial results, and tax implications.
- Assist with succession planning and multi‑generational ownership transitions by providing accurate financial insights.
Qualifications & Experience
- CPA designation (CPA Canada)
- 3 - 5 years of experience in the tax department of a Canadian Big 7 accounting firm (Deloitte, PwC, EY, KPMG, BDO, MNP, Grant Thornton).
- Strong technical knowledge in:
- Canadian corporate and trust taxation
- Private enterprise taxation (T2, T3, reorganizations, freeze transactions, attribution rules)
- ASPE financial reporting standards
- Experience preparing and reviewing complex tax‑compliance filings.
Preferred
- Experience working with family-owned enterprise structures involving multiple trusts and holding companies.
- Familiarity with intergenerational wealth planning tools (estate freezes, pipeline planning, etc.).
- Experience with family office software or multi‑entity accounting systems.
Key Skills & Attributes
- High technical competence in Canadian tax and accounting
- Strong attention to detail and organizational skills
- Ability to navigate complex entity structures confidently
- Excellent communication skills, including translating technical matters for non‑technical stakeholders
- Discretion, confidentiality, and maturity in handling sensitive financial information
- Ability to work independently with minimal oversight in a small‑team environment
Working Environment
This position sits within the family's internal finance/administration function (family office model). The focus is on nonâoperating entities only, working closely with the CFO and external advisors while maintaining separation from the dayâtoâday operations of the active businesses.
We thank all applicants; however, only those considered qualified will be contacted for an interview.