Investment Accountant

Jooble; Burlington; Hybrid; CAD 75,000 - 100,000; Full time

Job summary

A leading private investment firm is seeking an Investment Accountant to manage financial operations, ensuring compliance and accuracy in reporting. The role requires overseeing accounts, financial reporting, and collaborating with external advisors, offering a competitive salary and a supportive work environment.

Benefits

Comprehensive benefits package

Opportunity for autonomy and flexibility

Exposure to diverse business activities

Qualifications

• 7-10 years of experience in accounting, bookkeeping, or family office administration.
• Strong understanding of Canadian tax regulations and financial reporting standards.
• Experience in a family office or investment-focused organization preferred.

Responsibilities

• Manage accounts payable, receivable, reconciliations, and cash flow planning.
• Oversee financial reporting, budgeting, and investment tracking.
• Coordinate tax filings, audits, and liaise with external tax professionals.

Skills

Accounting

Bookkeeping

Organizational skills

Communication

Multitasking

Confidentiality

Education

CPA designation

Tools

QuickBooks Online

MS Office Suite

Job description

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Salary : $75,000 - $100,000

Employment Type : Full-time (Hybrid)

This private investment firm focuses on equity placements in industrial services businesses and commercial real estate. The firm specializes in value-add investments, leveraging expertise in complex underwriting and fast turnarounds. It has also expanded into asset management, particularly in the industrial and commercial sectors.

The Role

• Manage accounts payable, receivable, reconciliations, and cash flow planning
• Oversee financial reporting, budgeting, and investment tracking
• Process payroll and ensure compliance with tax and employment regulations
• Coordinate tax filings, audits, and liaise with external tax professionals
• Maintain accurate financial records, risk management oversight, and regulatory compliance

Administrative & Operational Oversight

• Manage business insurance policies and oversee operational risk management
• Plan and organize family and business-related events and reports
• Provide administrative support, including document management and calendar coordination
• Collaborate with external advisors on legal, tax, and investment matters

What You'll Need to Succeed

• 7–10 years of experience in accounting, bookkeeping, or family office administration
• CPA designation or equivalent (preferred)
• Proficiency in QuickBooks Online and MS Office Suite, particularly Excel
• Strong understanding of Canadian tax regulations and financial reporting standards
• Ability to handle confidential information with discretion
• Experience in a family office, high-net-worth individual environment, or investment-focused organization (preferred)
• Excellent organizational, communication, and multitasking skills

What You'll Get

• Competitive salary with a comprehensive benefits package
• Opportunity to work in a trusted, private, relationship-driven environment
• Autonomy and flexibility in a collaborative setting
• Exposure to diverse business activities, investments, and strategic planning

We appreciate your interest in this opportunity. If you'd like to be considered, please reach out. While we wish we could respond to everyone, only successful candidates will be contacted for the next steps.

Seniority level

Seniority level

Mid-Senior level

Employment type

Employment type

Full-time

Job function

Job function

Accounting / Auditing and Finance

Software Development

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