Tax & Financial Reporting Manager- Family Office

BE Power Equipment•Abbotsford, BC

8d•Hybrid

About The Position

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

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
Strong technical knowledge in Private enterprise taxation (T2, T3, reorganizations, freeze transactions, attribution rules)
Strong technical knowledge in ASPE financial reporting standards
Experience preparing and reviewing complex tax‑compliance filings.

Nice To Haves

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.

Responsibilities

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.
Prepare or coordinate preparation of T3 Trust Returns, T2 Corporate Tax Returns for holding companies, and 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.
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.
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.
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.

Benefits

Competitive salary commensurate with experience
Group medical and dental benefits including Employee and family assistance program
Company RRSP matching plan
Flexible work hours and potential for hybrid work arrangement
Healthy work life balance
Employee discount program
Training and development opportunities
Modern, well-equipped work environment with excellent staff facilities
Employee welcome package and other SWAG
Excellent and collaborative team/work environment
Team socials and engagement events in and outside of the office