Director of Family Services
- Victoria, BC, Canada
$130,000 to $170,000 CAD / year · Full-time
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Job details
- Pay
- $130,000 to $170,000 CAD / year
- Job type
- Full-time
- Apply by
- Posting language
- English
- Posted
Original job description
Our client is an independent, family-owned advisory firm with decades of credibility in the professional services space. They are expanding a private family office practice that brings tax strategy, investment management, and estate planning together under one roof for some of Western Canada’s most established business families.
They are looking for a Director of Family Office Services: a senior advisor with a strong tax foundation who wants to own the client relationship. The role sits at the center of the practice. You lead the client conversation and spot planning opportunities. You then direct a team of internal specialists to execute.
RESPONSIBILITIES:
Client Advisory and Tax Strategy
- Act as the primary advisor and central point of contact for ultra-high-net-worth and high-net-worth families
- Review holding company structures, family trusts, and investment portfolios to identify gaps and opportunities for tax efficiency and risk management
- Translate complex tax and structuring concepts into clear, actionable recommendations for families and their principals
- Lead conversations on succession planning, estate planning, and long-term legacy, including multi-generational family meetings
Coordination and Practice Leadership
- Work directly with internal tax specialists and investment advisors to turn client needs into firm execution
- Manage and align strategy with clients’ external professionals, including corporate lawyers, cross-border counsel, and insurance specialists
- Define and uphold premium service standards, so complex compliance, accounting, and reporting deadlines are met without fail
- Design workflows that improve scalability while keeping the highly customized, boutique experience clients expect
- Strengthen collaboration across the firm’s accounting, asset management, and family office teams
REQUIREMENTS:
- CPA or CFA
- Strong foundational knowledge of Canadian personal or corporate taxation
More about this job
Responsibilities
Serve as the primary advisor to high-net-worth and ultra-high-net-worth families, identifying tax, structuring, risk-management, succession, and estate-planning opportunities and translating them into clear recommendations. Lead internal specialists and coordinate with clients’ external professionals to deliver customized family office services, maintain premium service standards, and improve practice workflows and collaboration.
Requirements
A CPA or CFA is required, along with a strong foundational knowledge of Canadian personal or corporate taxation. The senior advisory and leadership scope indicates substantial experience managing complex client relationships and coordinating multidisciplinary professional teams.
Skills
- Client Advisory
- Canadian Taxation
- Tax Strategy
- Tax Efficiency
- Risk Management
- Holding Company Structures
- Family Trusts
- Investment Portfolio Review
- Succession Planning
- Estate Planning
- Family Office Services
- Stakeholder Coordination
- Practice Leadership
- Workflow Design
- Cross-Functional Collaboration
Visa sponsorship
Not detected in the job text
Categories
- Finance & Accounting
- Management & Leadership
- Consulting
Keywords
- CPA
- CFA
- Canadian Personal Taxation
- Canadian Corporate Taxation
- Tax Strategy
- Family Office
- High-Net-Worth Families
- Ultra-High-Net-Worth Families
- Holding Companies
- Family Trusts
- Investment Management
- Estate Planning
- Succession Planning
- Legacy Planning
- Tax Efficiency
- Risk Management
- Client Advisory
- Cross-Border Counsel
- Corporate Lawyers
- Insurance Specialists
- Accounting
- Asset Management
- Compliance
- Financial Reporting
- Workflow Design
- Practice Leadership