Associate Consultant, Family Office Solutions (CPA)

‍The Opportunity‍

We are looking for a highly organized self-starter to join our Family Office Solutions team as an Associate Consultant. Their responsibilities will focus on supporting a Senior Consultant and coordinating and guiding the team’s Family Office Associates.

The successful candidate will be interested in pursuing a long-term career providing advice to affluent families in the areas of reporting, cash flow management, financial administration as well as accounting and tax compliance support. In this role, the Associate Consultant will also work in collaboration with Prime Quadrant’s Investment Consulting, Operations and Compliance teams. This role provides an excellent career-building opportunity in a growing organization.

Primary Responsibilities

Client Relationships

• Support a Senior Consultant on relationship management for existing client families
• Create, review and/or present materials for client meetings
• Assist a Senior Consultant to identify and advance client family priorities beyond their existing services

Financial Reporting

• Coordinate with internal team members to ensure all client reporting is presented accurately
• Review bookkeeping to ensure accuracy of transactions and reconciliation of inter-entity accounts
• Coordinate preparation and distribution of client reporting for cashflows, financial and investment needs

Cash Flow Management

• Review account reconciliations and pro forma cash flow estimates
• Oversee the coordination of cash transfers and investment funding requirements with private bankers

Financial Administration

• Support team members to interpret third party statements and legal documents
• Review and support new bank and investment account openings, credit reviews and insurance applications
• Oversee vendor payments and Canada Revenue Agency remittances

Tax Compliance Support

• Support the compilation and review of tax documents and schedules, including annual reconciliations of tax slips to client family general ledgers
• Coordinate annual tax filings with client families’ tax advisors by providing supporting documents, responding to inquiries, and reviewing draft filings
• Provide support for Canada Revenue Agency audit and assessment reviews

Key attributes

• Enjoys working as part of a team
• High degree of accuracy and organization
• Strong detail orientation with a keen sense for thorough documentation
• Excellent verbal and written English communication and listening skills
• Able to multi-task, prioritize and collaborate in a fast-paced team environment
• Strong process-orientation and ability to follow through on commitments
• Adaptable and flexible to work as needed by clients
• Ability to handle complex issues and escalate as needed with a sense of urgency
• Proven client service orientation – you get energy from helping people
• Intellectual curiosity
• Potential to lead client relationships over time

Required Qualification:

• CPA designation
• A minimum of 5 years of relevant experience in the accounting services industry
• Comprehensive experience in the taxation of individuals, corporations, partnerships and trusts
• Strong knowledge and experience with investment accounting
• Strong understanding of financial statements and related bookkeeping
• Strong Microsoft Office fluency (Excel, Word, OneNote, Teams)
• Experience working with accounting software packages (e.g., Sage50, QuickBooks)

Prioritized Qualifications

• Experience working in a mid-size to large accounting firm
• Completion of continuing professional development in tax (e.g., CPA tax courses, In Depth Tax Program)
• Experience with various forms of legal entities, including corporations, trusts and partnerships

Compensation

• Industry competitive base salary with a performance-based bonus structure
• Health benefits via participation in the firm’s health spending account
• Entitled to receive awards under the firm’s Key Exemplary Employees Plan as per its terms and conditions
• Reimbursement of annual CPA professional dues
• Up to $1,000 per annum relevant continuing education expense
• Career advancement with demonstrated performance
• 3 weeks’ vacation per annum

Prime Quadrant Corp is committed to fair and accessible employment practices, and we are committed to providing accommodations for persons with disabilities. If you require accommodations to apply for any job opportunities or require this posting in an additional format, please visit our LinkedIn job posting to apply. If you are contacted by Prime Quadrant Corp regarding a job opportunity or testing and require accommodation in any stage of the recruitment process, please use the above contact information. We will work with all applicants to determine appropriate accommodation for individual accessibility needs.