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Senior Manager, Family Office

Posted Yesterday

Job Details



Job Description

At KPMG, you'll join a team of diverse and dedicated problem solvers, connected by a common cause: turning insight into opportunity for clients and communities .

Working at the Family Management Office means accompanying and supporting clients in a wide range of diverse services according to their needs and projects. As Senior Mangager, your main responsibilities will include providing accounting assistance and certification services, as well as supporting clients in their daily operations and needs. You will have a variety of functions within the initiatives and client needs of the Family Management Office.

Your organizational skills and versatility will enable you to perform or supervise the activities of other team members and ensure the accuracy and completeness of their work. Additionally, you will be responsible for reviewing various types of certification and audit missions, as well as supporting team members responsible for producing financial information for our diverse clients. You will actively participate in the integration of new clients to ensure a quality customer experience.

You will coordinate various services for clients based on their needs and organizational structure and make recommendations. You will serve as a role model for your less experienced colleagues by offering continuous support and development opportunities.

What you will do
  • Working closely with the partner members of the Family Management Office
  • Participating in work meetings with clients to discuss their activities and needs
  • Building and structuring teams to coordinate various deliverables effectively
  • Assessing the accuracy and completeness of work done by less experienced team members
  • Ensuring the development of team members by providing constant support and guidance.
What you bring to the role
  • Minimum of 5 years of experience in an accounting firm or industry
  • Hold a CPA accounting title
  • Excellent personnel management skills
  • Excellent oral and written communication skills
  • Possess a strong sense of priorities and the ability to manage multiple projects with tight deadlines
  • Excellent customer service skills and an interest in understanding clients' businesses
  • Knowledge of taxation, an asset
  • Ability to work in both French and English
Please note we are strictly seeking someone located in Montreal for this role.

Professional spoken and writing communication in English is required for interacting with english only spoken clients. The incumbent will also have interactions with regulatory bodies; including the CRA. Therefore, English is required to gather information and communicate with these external facing parties.

Providing you with the support you need to be at your best
For more information about KPMG in Canada's Benefits and well-being, click here.

Our Values, The KPMG Way
Integrity, we do what is right | Excellence, we never stop learning and improving | Courage, we think and act boldly | Together, we respect each other and draw strength from our differences | For Better, we do what matters

KPMG in Canada is a proud equal opportunities employer and we are committed to creating a respectful, inclusive and barrier-free workplace that allows all of our people to reach their full potential. A diverse workforce is key to our success and we believe in bringing your whole self to work. We welcome all qualified candidates to apply and hope you will choose KPMG in Canada as your employer of choice. For more information about Inclusion, Diversity & Equity in Recruitment, please click here .

Adjustments and accommodations throughout the recruitment process
At KPMG, we strive for an inclusive recruitment process that allows all candidates to Come As You Are and Thrive with Us. We aim to provide a positive experience and are ready to offer adjustments or accommodations to help you perform at your best. Adjustments (an informal request), i.e. extra preparation time or the option for micro breaks during interviews, and accommodations (a formal request), i.e. accessible communication supports or technology aids are tailored to individual needs and role requirements.

To begin a confidential conversation about adjustments or accommodations at any point throughout the recruitment process, we encourage you to contact KPMG's Employee Relations Service team for support by emailing or by calling 1-888-466-4778, Option 3.

For information about accessible employment at KPMG, please visit our accessibility page .

About KPMG

KPMG LLP is the Canadian member firm of KPMG International. We provide Audit, Tax, and Advisory services to many of the public and private business, not-for profit, and public sector organizations in Canada. Nationally, there are 40 offices and over 700 partners and 7,000 employees working together to help Canadian businesses achieve their goals. Leveraging the skills, knowledge and passion of our firm and our people allows us to serve our clients with uncompromising professionalism, cutting through complexity to provide valuable insight—in Canada and around the world. KPMG s.r.l./S.E.N.C.R.L. est le cabinet canadien membre de KPMG International Cooperative (« KPMG International »). Nous offrons des services professionnels en audit et en fiscalité ainsi que des services-conseils à une vaste clientèle composée notamment de sociétés ouvertes et fermées, d’organismes sans but lucratif et d’organisations du secteur public au Canada. KPMG compte 40 bureaux à l’échelle nationale, au sein desquels collaborent plus de 700 associés et 7 000 employés pour aider les sociétés canadiennes à atteindre leurs objectifs. Nous misons sur les compétences et le savoir-faire de notre équipe pour servir nos clients − au Canada et ailleurs dans le monde − avec rigueur et professionnalisme. Notre mission première : simplifier la complexité en proposant des perspectives éclairantes.


Banking & Finance

Company Size

5001-10,000 employees

Application closing date is 2024-08-22

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