Vice President, Finance & Tax (Family Office)

Hybrid / Toronto, ON
Finance & Accounting

Position Overview

Our Client is a long established Toronto-based family office.  Supporting financial, investment, philanthropic and personal interests, the office exercises responsibility over a complex group of corporations, partnerships, trusts, investment entities and a private foundation, together with real estate and other family-owned assets throughout North America.

As the office continues to evolve and expand, they are seeking a VP, Finance and Treasury to take a leadership role within its finance function.   Reporting to the CEO this role will provide leadership across financial reporting, tax planning and compliance, treasury, financial operations and risk management. As a trusted advisor, this individual will translate complex financial matters into clear recommendations that support wealth preservation, tax efficiency and long-term family objectives. The role will also oversee the finance team, coordinate external professional advisors and strengthen financial systems, controls and reporting.

The ideal candidate is an experienced CPA with substantial tax expertise and a background supporting high-net-worth families or complex private investment structures. They will combine strategic financial judgment with the ability to oversee detailed financial and tax matters, build trusted relationships and operate with exceptional discretion. This is an attractive opportunity to influence the financial stewardship of a diverse family office while supporting investment activities, intergenerational planning and philanthropic priorities.

Role Responsibilities

  • Provide financial leadership across the family office and its affiliated entities, advising on financial strategy, tax, business decisions and risk.
  • Oversee accounting and financial reporting for corporations, partnerships, trusts, investment entities and the private foundation, ensuring accurate and timely financial statements, management reports and coordination of external audits and reviews.
  • Direct budgeting, forecasting and financial analysis, developing reporting and dashboards that provide clear insight into financial performance, commitments and future funding requirements.
  • Lead tax planning across personal, corporate, trust, foundation and investment structures, working with external advisors to implement tax-efficient strategies and oversee Canadian and U.S. tax returns, information reporting and regulatory filings.
  • Support estate and succession planning, including intergenerational wealth transfer, in collaboration with family members, legal counsel and tax advisors.
  • Manage treasury, cash flow and liquidity across entities, overseeing banking and custodian relationships, financing arrangements and capital requirements to support investments, operations, properties and family expenditures.
  • Coordinate financial reporting for investment portfolios and private investments, reviewing performance, capital calls, distributions and liquidity needs with investment managers and external advisors.
  • Provide financial oversight of real estate holdings, private residences and other family-owned assets, and contribute financial analysis and due diligence for acquisitions, dispositions, financing transactions and major expenditures.
  • Oversee cross-border financial operations and related payroll, tax and compliance obligations for Canadian and U.S. activities, coordinating the work of advisors and service providers across jurisdictions.
  • Strengthen governance, accounting policies and internal controls; assess financial, operational, tax and regulatory risks; coordinate insurance reviews; and safeguard confidential family information.
  • Lead, mentor and develop the finance team, establishing clear expectations and promoting accountability, collaboration, responsiveness and service excellence.
  • Manage relationships with external accounting, tax, legal, banking, investment and other professional advisors, ensuring coordinated support and clear, actionable advice for family members and leadership.
  • Improve financial systems, reporting tools and processes through technology, automation and standardized practices that enhance efficiency, reporting quality and control.

Desired Qualifications

  • CPA (or equivalent) with a university degree in Accounting, Finance, Commerce or a related discipline and at least 10 years of progressive finance, accounting and tax experience, including significant leadership responsibility.
  • Experience within 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 overseeing complex structures involving corporations, partnerships, trusts, foundations and investment entities.
  • Strong Canadian and U.S. tax expertise relevant to individuals, corporations, trusts, estates and charitable organizations, with experience coordinating cross-border financial and tax matters.
  • Demonstrated expertise in financial reporting, budgeting, forecasting, treasury management and internal controls across multiple entities.
  • Understanding of investment management, private markets, real estate and wealth management structures, including their financial reporting and liquidity requirements.
  • Proven ability to lead and develop finance teams and coordinate external professional advisors and service providers.
  • Strong commercial judgment, strategic thinking and analytical skills, with the ability to assess complex issues and develop practical recommendations.
  • Excellent communication and relationship management skills, including the ability to explain financial and tax matters clearly and build trust with family members, senior leadership and advisors.
  • Exceptional discretion, integrity and professionalism, together with a responsive service orientation and the ability to manage competing priorities in a highly confidential environment.
  • Completion of CPA Canada’s In-Depth Tax Program, Advanced Tax Program or an equivalent tax specialization; an MBA, CFA, CBV, TEP or other relevant designation would be an asset.

We appreciate your interest in this role.

In sharing your resume, you place your trust in us to treat you with integrity and respect and act in your best interests. All resumes will be held in the strictest of confidence.

Those who most closely meet our client’s requirements will be contacted for an interview.

Please pass this opportunity forward. We welcome all referrals should someone in your network benefit from this opportunity.

Apply Now

"*" indicates required fields

Accepted file types: pdf, docx, doc, Max. file size: 8 MB.

All resumes will be held in the strictest of confidence

Share with a friend

Follow us on Twitter and LinkedIn to receive alerts on our new opportunities!

Sarah brings over 10 years of experience in executive search and human capital consulting, specializing in real estate, financial services, and professional services. Before joining Thorek/Scott Partners as Director, she held senior roles at global and boutique executive search firms, successfully leading searches across North America at the senior and executive levels. She is known for her collaborative, candidate-focused approach and for providing creative, thoughtful solutions that ensure the best fit for her clients’ needs.

Sarah holds a Bachelor’s degree from York University in Classical Studies. She enjoys reading, cooking, tackling cryptic crosswords, and watching Formula 1 racing.

Katie Watt

Research and Operations Specialist

Katie enjoys being part of the Research and Operations division at Thorek/Scott and Partners. Katie utilizes her skills in research, project and data management to support the recruiting efforts of the Thorek/Scott and Partners team. She enjoys working in the positive team atmosphere that Thorek/Scott and Partners offers.

After completing her Master’s in Geography at the University of Toronto, Katie worked in consulting in the environmental non-profit sector where she conducted policy analysis and delivered workshops on sustainable development. Katie continues to pursue her passions of environmental protection by volunteering with local environmental non-profit organizations.

Lisa is thrilled to be a part of the team at Thorek/Scott and Partners. Lisa’s deep background in financial services, relationship building, and customer service coupled with her background in operations and support has been instrumental to the firm’s Research and Operations division. Prior to joining Thorek/Scott and Partners, Lisa worked for over 10 years in a large Canadian Bank in front facing, client operational roles. Having worked for large organizations in the past, she is delighted to be part of a close-knit group and enjoys the upbeat office and friendly environment at Thorek/Scott and Partners.

In her free time, Lisa enjoys reading, crafting and spending time with family and friends.

Derek Young is a former finance professional turned recruitment consultant. He connects top-tier talent with prestigious organizations seeking exceptional leaders. His expertise lies in the recruitment of high-caliber risk and compliance professionals for investment management, real estate, and financial services firms across North America.

Derek joined Thorek/Scott and Partners after a successful tenure with one of the largest globally recognized recruitment firms, where he specialized in consulting legal and compliance professionals across financial & professional services. He is passionate about helping people fulfil their long-term career aspirations. Derek’s personable approach and knowledge of the financial landscape allows him to develop strong relationships with both candidates and clients.

After completing his B.Com from the University of Toronto’s Finance program, Derek began his career as a financial advisor working for two of Canada’s largest wealth managers. These roles taught him the importance of listening to his clients and always putting their goals first. Derek has lived and traveled in Ireland, Europe, Asia and Africa. He enjoys playing and watching a variety of sports, and spending time with friends and family.

Lisa is thrilled to join the Thorek/Scott and Partners team and brings 30 years of experience in large public sector organizations. She has held multiple executive leadership positions in the education sector and as CEO was responsible for overseeing all aspects of the organization including Human Resources, Operations, Information Technology, Finance, Capital, and Leadership.

Lisa brings her insight and experience to executive recruitment. She is a highly motivated and goal-oriented professional dedicated to finding high quality talent.

Lisa has worked with multiple stakeholders within the community and at the Provincial level. She has trained senior executives on Strategic Planning and Implementation in Canada and the United States. She has taught Masters’ level courses and College programs. She has authored documents on Strategic Planning, Poverty, Succession Planning and Leadership Development.

She holds a Bachelor of Arts in Psychology, and a Master’s degree in Leadership/Administration. Lisa completed the Executive Leadership programs at Rotman School of Management and the Richard Ivey School of Business as well as earning multiple certificates at the Queens Executive Education Program.

Lisa belongs to several professional organizations including the Professional Women’s Network, Equal Voice and Elevate. In her spare time, she enjoys spending time with family, travelling, and giving back to her community.

Lauren is a senior executive search consultant with 20 years of experience advising the Canadian recruitment market. Known for her sharp insight and empathetic approach, she sees herself as a passionate advocate for her clients and candidates. Throughout her career, Lauren has advised numerous organizations on shaping their strategic vision and has played a leading role in executing on those initiatives.

Active in multiple sectors including Real Estate, Investments and Financial Services, Lauren and her team are proud to deliver great leaders and build extraordinary teams. She has spoken on recruitment and search issues to a wide range of audiences.

Sari Friedman is delighted to be back at Thorek/Scott and Partners. With over 25 years of real estate and finance experience and a passion for people, transitioning into the recruitment industry was a natural fit for Sari. 

She brings multiple experiences and synergetic attributes to her role at Thorek/Scott. Having worked as an equity research associate covering real estate and REITs, Sari has a strong understanding of the real estate industry. She holds a real estate license, has actively traded real estate and is a personal investor. Sari’s technical insight combined with her outstanding business acumen, strong negotiation and research skills adds tremendous value to clients and candidates. 

Sari is well known for her caring and friendly demeanour. She is passionate about helping people with an emphasis on providing an individualized human experience. She will often go above and beyond when coaching her candidates and clients throughout the recruitment process. Sari takes the time to understand the needs of her clients and candidates and creates long lasting relationships. 

Sari graduated from University of Western Ontario majoring in Economics and earned her MBA from the University of Toronto Rotman Management Program. She enjoys spending time with her family and friends, cooking, travelling and camping.

Steven is a CPA who graduated with an honours bachelors degree in business from McMaster University & from Cornell University with an Executive MBA. Before joining Thorek/Scott he spent his career in industry, building large support service teams and also taking an active role in the overall corporate recruitment functions as a VP/CFO. He prides himself as a recruiter who is transparent, a great communicator and gives honest feedback.

Steven is passionate about travelling, having visited over 130 countries, and about his Toronto Maple Leafs.

Faye Thorek is an accomplished executive search consultant with over 40 years of experience in the Canadian recruitment market. Known for her keen insight and compassionate dedication to her work, Faye envisions herself as an advocate for those with whom she conducts business. Over the years, Faye has consulted numerous companies on how to best craft their strategic vision and then taken the lead on executing that mandate. She has spoken on recruitment and search issues to a wide range of audiences.

Outside of the office, Faye is also a committed investor in people. She volunteers with Out of the Cold, Kids.now, and Bereaved Families of Ontario (BFO). She has sat on the Professional Development Steering Committee of the HRPAO. She is a former member of the Board at BFO and the North York Harvest Food Bank.

Michael Thorek is a seasoned specialist in executive search with extensive experience supporting the Canadian recruitment market. His work is focused on identifying and assessing exceptional talent with the Financial Services industry. Known for his broad range of interests and expertise, Michael brings a thoughtful and inquisitive perspective to his work. Outside of recruitment, he is a father, inventor, scholar, and scribe, with a keen interest in comparative religions.