Vice President, Finance & Tax (Family Office)

Thorek/Scott & Partners is recruiting a Vice President, Finance & Tax for a long-established Toronto family office. The office supports the family’s financial, investment, philanthropic and personal interests and oversees a complex group of corporations, partnerships, trusts, investment entities, a private foundation, real estate and other family-owned assets across North America.

Reporting to the CEO, the Vice President will provide leadership across financial reporting, tax planning and compliance, treasury, financial operations and risk management. The role combines strategic advisory work with detailed oversight of complex structures and requires exceptional discretion and judgment.

Key responsibilities

• Provide financial leadership across the family office and affiliated entities and advise on strategy, tax, business decisions and risk.
• Oversee accounting and reporting for corporations, partnerships, trusts, investment entities and the private foundation.
• Lead budgeting, forecasting and financial analysis and develop reporting and dashboards for performance, commitments and funding needs.
• Lead tax planning across personal, corporate, trust, foundation and investment structures and coordinate Canadian and U.S. tax compliance with external advisors.
• Support estate and succession planning and intergenerational wealth transfer.
• Manage treasury, cash flow, liquidity, banking and custodian relationships, financing arrangements and capital requirements.
• Coordinate reporting for investment portfolios and private investments, including performance, capital calls, distributions and liquidity needs.
• Provide financial oversight of real estate, residences and other family assets and support due diligence on transactions and major expenditures.
• Oversee cross-border payroll, tax and compliance matters for Canadian and U.S. activities.
• Strengthen governance, accounting policies, internal controls and risk management.
• Lead and develop the finance team and coordinate external accounting, tax, legal, banking and investment advisors.
• Improve systems, reporting tools and processes through technology, automation and standardized practices.

• CPA or equivalent with a university degree in Accounting, Finance, Commerce or a related discipline.
• At least 10 years of progressive finance, accounting and tax experience, including significant leadership responsibility.
• Experience in a family office, private investment office, asset management firm, public accounting firm, private equity environment or complex private enterprise.
• Significant experience supporting high-net-worth families and complex structures involving corporations, partnerships, trusts, foundations and investment entities.
• Strong Canadian and U.S. tax expertise across individuals, corporations, trusts, estates and charitable organizations.
• Expertise in financial reporting, budgeting, forecasting, treasury and internal controls across multiple entities.
• Understanding of investment management, private markets, real estate and wealth-management structures and their liquidity/reporting requirements.
• Proven ability to lead finance teams and coordinate external advisors.
• Strong commercial judgment, strategic thinking, analytical ability and relationship-management skills.
• Exceptional discretion, integrity and professionalism in a highly confidential environment.

Assets

• CPA Canada In-Depth Tax Program, Advanced Tax Program or equivalent tax specialization.
• MBA, CFA, CBV, TEP or another relevant professional designation.

• Location: hybrid / Toronto, Ontario.
• Reporting line: reports directly to the CEO.
• Environment: highly confidential family-office setting spanning investments, real estate, philanthropy, tax, succession and cross-border matters.
• Compensation: the current public posting does not disclose a salary range.