Senior Family Office Accountant in downtown Calgary, applying Excel expertise to financial statements, tax compliance, investment reporting, and client accounting.
Viridian Family Office seeks a Senior Accountant supporting multiple high-net-worth clients and associated entities. The position reports to the Manager, Finance and covers financial reporting, reconciliations, tax planning support, and investment portfolio tracking. Client communication and practical problem-solving are central to the work.
Key Responsibilities:
- Prepare monthly and quarterly financial statements and consolidated management reports
- Oversee client financial information, net worth statements, and tax forecasting
- Manage personal and legal entity tax compliance activities
- Coordinate with third-party tax advisors on annual compliance
- Provide backup support and complete assigned special projects
Requirements:
- Three or more years of relevant experience
- Advanced Excel proficiency and accounting systems knowledge
- Canadian or United States personal, corporate, or trust tax knowledge
- Investment accounting knowledge or experience
- Legal authorization to work in Canada
Bring organized, adaptable accounting expertise to Viridian Family Office through client reporting, tax compliance, and investment accounting.
Senior Family Office Accountant in Calgary employer: Viridian Family Office
Join a dynamic team in Downtown Calgary where you will enjoy a market competitive salary, generous benefits including 12 flex days and a platinum health plan, and a collaborative work culture that prioritizes work-life balance. As a Senior Manager in Finance, you'll have the opportunity to lead and mentor a talented team while enhancing financial processes for family office clients, all within an environment that fosters professional growth and innovation.
