Associate Director

Job Title: Associate Director, Family Office

Location: Toronto Office, Hybrid

Join Fuller Landau:

You'll be part of a collaborative team that supports your success and welcomes your ideas and ambition. Our professional commitment is also personal.

Your opportunity

Fuller Landau Family Office is a leading multi-family office in Canada providing objective wealth advisory services to high and ultra-high net worth individuals and families. Our service offering includes investment portfolio advisory, tax planning and compliance, insurance advisory, will and estate planning and general financial planning and advice.

Your major responsibilities

• Advise clients on general tax and financial matters while building relationships and developing into a trusted advisor
• Oversee quarterly, semi-annual, and annual consolidated investment and net worth reporting process
• Review personal, trust and corporate tax compliance, including identification of tax planning opportunities
• Review investment holding company compilations
• Liaise with investment portfolio managers on performance reports
• Manage existing investment manager platform, including maintaining most updated performance information and firm overview of offerings
• Prepare investment portfolio asset allocation proposals and various presentations
• Prepare ad hoc reports, including personal financial projections, budgets/cash flow management, investment analysis
• Delegate work to team members and supervise to ensure accuracy and completeness
• Manage client billings and collections

What we look for

• 5-7 years experience in an accounting environment
• A CPA designation
• Experience with personal and corporate tax, specifically with respect to investment portfolios
• Experience with financial planning and working with high net worth individuals would be considered an asset
• Knowledge in tax, estate and insurance planning strategies would be considered an asset
• Proficient in Word, Excel and PowerPoint, and highly computer literate overall
• Interest in completing the CFP/TEP designations and building skills in financial planning and trust and estate planning
• Excellent strategic, planning and organizational skills
• Excellent analytical and problem-solving abilities considered essential
• Strong interpersonal skills with the ability to work with a variety of personalities
• Excellent written and verbal communication skills
• Ability to work independently, integrate quickly and add value
• Desire to acquire unique skills and build a long‐term career
• Solid understanding of business professionalism and the ability to work in a team environment

What we offer

• A competitive compensation package, including an annual performance-based bonus

• Balance your work and personal life through flexible hours and hybrid working

• Additional paid time off during the summer

• A comprehensible and competitive group RRSP and Benefits plan

• Commitment to your career development with clearly defined career roadmaps

• Mentorship and support to any team member pursuing their CPA designation

• Rigorous and ongoing training that's customized to your interests, as well as extensive ongoing education to keep you up to date on the latest industry information

• Various committees to celebrate and support the interests of our team members, including our Fun Committee and Process Improvement Committee

• A weekly on-site massage therapist and healthy snacks during busy season

• An opportunity to give back to the community through our very own Fuller Giving Foundation

About Fuller Landau

We are an accounting, tax and advisory firm with a team of over 150 people.

Our clients are leaders of private businesses, high net worth families, and the advisors who serve them.

You'll be a part of a collaborative team that supports your success and welcomes your ideas and ambition.

Diversity, Equity, and Inclusion

Fuller Landau is proud to be an equal opportunity employer where differences are valued and celebrated. We believe that fostering an inclusive environment allows our team to reach their full potential by enabling you to bring your true-self to work. We encourage you to apply if this role excites you.

Fuller Landau is committed to breaking down barriers and welcoming people with disabilities. If you require any accommodations throughout the recruitment process, let us know how we can help!