Reporting directly to Chief Financial Officer, this role is responsible for all financial reporting, compliance, tax planning support, and tax filings for the family's trusts and holding companies within a multi-entity group structure. The operating companies maintain their own finance and management teams; therefore, this role does not oversee operating-company 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 family's asset-holding 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:

- T3 Trust Returns

- 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 non-operating entities only, working closely with the CFO and external advisors while maintaining separation from the day-to-day operations of the active businesses.

We thank all applicants; however, only those considered qualified will be contacted for an interview.

The pay range for this role is:

125,000 - 145,000 CAD per year (BE Canada - BC)