Senior Manager, Family Office

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 around the world.

• Act as a controller to clients and maintain a consolidated view of their overall financial/investment picture and provide strategic advice on cash flow management, financial performance and forecasting.
• Coordinate accounting, bookkeeping, investment reporting activities and oversee the finance/accounting/bookkeeping team’s activities.
• Act as the key liaison for the client and hold regular status update meetings in conjunction with the Lead Family Office Relationship Manager, Lead Partner and Family Office Leader.
• Conduct financial reconciliation, accuracy checks and maintain a strong understanding of complex financial structures involving investment companies, brokerage and bank accounts, credit and lending structures, trusts, partnerships, and estate planning.
• Prepare customized reporting including financial modeling and Key Performance Indicator reports using Family Office technology and other tools.
• Maintain client’s document management system and related technology platform.
• Coordinate financial activities with external/internal advisors (bankers, accountants, lawyers) such as their investment activities, capital calls, and conduct a comprehensive analysis of the client’s pro forma information.
• Together with the Wealth Strategy leader, offer advice on optimizing cash flow and the overall structure.
• Maintain an understanding of the investments and a general understanding of the fiscal, legal and accounting implications.
• Act as the project manager for Multi‑Family office or Single‑family office engagements and coordinate various client‑related moving parts and ensure on‑time responses and delivery.
• Support the Lead Relationship Manager and Family office Leader with the proposal process.
• Help to maintain client prospect lists, pipeline reports and other business development/leadership update reports.

• Bachelor’s or master’s degree in Commerce, Finance or Accounting; CPA – CGA is an asset.
• 7+ years client‑facing/relationship management with a focus on financial analysis, accounting and bookkeeping or wealth strategy.
• Prior audit, tax, financial controller experience is an asset.
• Prior experience working with a Family Office or professional services organization in a similar role is an asset.
• Ability to synthesize large quantities of complex data into meaningful insights for the client.
• Ability to work and effectively communicate with senior‑level business partners.
• Excellent business judgment, analytical, and decision‑making skills.
• Knowledge of financial reporting and data mining tools such as SQL, Access, etc.
• Strong demonstrated use of Excel, Word, and PowerPoint.
• Strong interpersonal/facilitation and client relationship management skills.
• Has an eagerness to learn and help grow the practice.
• Strong familiarity with KPMG service lines and strong network within professional services is an asset.
• Ability to work strategically and collaboratively across functions/groups.
• Effective, versatile and action‑oriented.

The expected base salary range for this position is $102,500 – $200,000 and may be eligible for bonus awards. The determination of an applicant’s base salary within this range is based on the individual’s location, skills & competencies, and unique qualifications. In addition, KPMG offers a comprehensive and competitive Total Rewards program.

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

At KPMG, we are committed to fostering an inclusive recruitment process where all candidates can be themselves and excel. We aim to provide a positive experience and are prepared to offer adjustments or accommodations to help you perform at your best. Adjustments (informal requests), such as extra preparation time…