Senior Accountant

COMPANY OVERVIEW:

Viridian Family Office has been in the family office space for over half a century, guiding dynamic, high-net-worth families towards success. The breadth and depth of our collective knowledge and experiences are unparalleled in Western Canada. Our family office services are built upon four key pillars – people, governance, advisory and support. These four key pillars are the core of how we support our clients and build relationships of deep trust and integrity.

We value our team of trusted advisors and creative problem solvers. We develop excellence in everything we do, and each team member is dedicated to delivering an exceptional experience for the clients we serve. We foster a culture that strives to unlock the potential of each member of our team, we challenge the status quo, and we encourage every employee to commit to lifelong learning and thinking creatively.

WHAT’S IN IT FOR YOU:

• Market competitive salary;
• 12 flex days a year in addition to annual vacation allotment;
• Participation in the company pension plan which provides 7% company pension contribution;
• Participation in the company’s platinum benefits plan;
• Generous health spending account;
• Executive medical provided every 2 years;
• Participation in the company’s annual discretionary incentive program;
• Office provided fresh fruit, snacks, beverages, weekly breakfasts and lunches once monthly;
• Be part of a collaborative and high performing culture that provides regular opportunities for teams to connect, have fun and promotes work life balance.

THE ROLE:

Location: Office in Downtown Calgary

Reports to: Manager, Finance

The Senior Accountant is responsible for the day-to-day accounting function of multiple clients and their associated entities including financial statements, managerial analysis, supporting tax planning and ad-hoc projects. The successful candidate will be comfortable interfacing with clients, have the ability to adapt to change and provide effective solutions to practical issues and will enjoy the opportunity to gain unique experience and apply their knowledge base in various areas within a dynamic environment.

RESPONSIBILITIES:

Responsibilities include but are not limited to the following:

• Preparation of monthly and quarterly financial statements and consolidated management reports;
• Oversee and assist with the preparation of timely and accurate client financial information on a monthly or quarterly basis, including net worth statements, tax forecasting, investment performance reporting, financial statements, and compile supporting documentation and working papers for these activities;
• Oversee and assist with payables, receivables, reconciliations, and bookkeeping activities.
• Assist with the preparation of client meeting materials, including variance analysis and supporting financial information schedules;
• Oversee the investment portfolio tracking system(s) to ensure the production of timely and accurate client financial reporting;
• Manage and oversee client tax compliance activities - personal and legal entity related;
• Interface with third party tax advisors to complete annual tax compliance activities;
• Provide back-up support for the responsibilities of the Manager, Finance; and
• Complete other special projects as assigned.

QUALIFICATIONS AND PREFERRED SKILLSET:

The Senior Accountant must be a highly organized, detail oriented, and adaptable team player that can work well with minimal supervision. Excellent communication skills, both verbal and written are essential.

Other qualifications include:

• 3+ years of relevant experience;
• A professional designation;
• Highly proficient with Excel and an understanding of accounting systems (QuickBooks Online would be an asset);
• Working knowledge of Canadian and/or US personal, corporate and trust tax would be beneficial;
• Working knowledge or experience with investment accounting would be beneficial;
• Ability to quickly and efficiently adapt to changing priorities and meet deadlines consistently;
• Team player in a small office environment;
• Excellent report creation skills, problem solving abilities, high level of confidentiality, detailed oriented, and able to work within deadlines;
• Ability to adapt to new technology;
• Experience and curiosity in using AI and other new technologies to improve processes;
• Legally authorized to work in Canada; and
• Successful completion of a background and credit check.