- Optionales Büro in Burnaby
Position Overview
The Beedie Family Office has been established to meet the investment, estate planning, philanthropic, lifestyle and tax service needs of the Beedie family. The Beedie Family Office maintains close connections with the core operating group; however, is guided by a distinct set of family goals and visions that extend past real estate operations.
This role will provide support for the Family Office by managing daily accounting, reporting and compliance activities, as well as ad-hoc projects as needed. You will be part of a team of professionals and will work closely with the Managers and other key members of the team. The Senior Accountant supports the development of the Junior and Intermediate accountants and demonstrates strong initiative in identifying efficiency opportunities while performing well in both independent and team-oriented environments.
Key Responsibilities
- Complete full-cycle accounting processes for multiple entities, including reviewing bills, invoices, journal entries, intercompany transactions and reports prepared by Junior and Intermediate accountants
- Maintain accurate and timely accounting records, including timely resolution of reconciling items across multiple entities within family office portfolio and other groups within Beedie
- Support and coordinate month-end, quarter-end, and year-end close activities to meet reporting deadlines
- Perform periodic financial review and analysis for multiple entities, including both in-house accounting operations and externally managed investments
- Prepare and review monthly, quarterly, and annual financial reporting packages for multiple entities, including consolidated corporate group reporting, and private foundations.
- Act as a team resource to resolve discrepancies and questions, including vendor bill issues, ERP system troubleshooting, and guidance on complex accounting transactions
- Develop and support the family office budgeting and forecasting processes
- Perform budget vs actual variance analysis
- Oversee daily and weekly cash flow balances to support payroll and accounts payable processes
- Assist with quarterly tax pro forma for individual clients and corporate entities
- Review various income tax and information returns including (but not limited to) T1, T2, T3, T2054, Speculation Tax, and Charity returns
- Assist with responding to CRA audit/review queries by preparing working papers, schedules and letter responses for submission
- Assist with tax research and planning as required
- Mentor and develop Junior and Intermediate accountants on both technical capabilities and soft skills
- Develop or assist in broader training programs for the team
- Proactively identify and implement improvements to accounting procedures and systems to maximize efficiency, strengthen controls, and improve data quality
- Assist with special projects and other duties as required
General Accounting and Reporting:
Budgeting and forecasting:
Tax and Compliance
Other duties:
Desired Skills and Experience
- Completion of CPA designation (or legacy CMA, CGA, CA) and university level education
- Minimum 4 years of progressive experience in a public practice accounting firm or experience in a structured full-cycle accounting environment
- Strong understanding of accounting standards (ASPE)
- High level experience in computer skills: Microsoft Office including advanced level MS Excel skills
- Takes ownership and capable of operating independently
- Effective critical thinking, problem solving, organizational, and time management skills
- Effective written and verbal communication skills
- Ability to prioritize work and manage multiple tasks as part of a team or independently in a fast-paced environment
- Comfortable and confident in asking questions
- Strong interpersonal skills and ability to contribute effectively within a team environment
- The following are assets:
- Experience with a reputable CPA firm involved in Private Enterprise group
- Financial statement consolidation experience
- Experience with Netsuite, Yardi and Caseware
- Experience with PowerBI and AI
