Vancouver, BC
$120K plus strong benefits
Hybrid work model

My client in the private investment sector is hiring a Financial Manager to take ownership of financial reporting, compliance, and trust accounting across a diverse portfolio of luxury residential and commercial properties, investment entities, and retained asset companies.

This is a senior, highly technical role suited for someone who enjoys independent work, a mix of public practice and industry responsibilities, and wants long-term stability with a well-established private investment group.

The environment is professional, entrepreneurial, flexible, and ideal for someone who prefers autonomy over micromanagement. After onboarding, a hybrid schedule is expected, typically combining office and home-based work.

This position carries a heavy compliance and reporting focus, along with a variety of finance-related projects.

• Prepare approximately 125 Financial Statements annually (balance sheet driven, Excel based)

• Full accounting for multiple trusts and investment entities

• Assist with tax planning and compliance requirements

• Prepare quarterly distributions

• Cash flow management across various entities

• Prepare financial packages for quarterly meetings

• Maintain and strengthen controls and processes for retained asset entities

• Prepare quarterly and annual reporting, ratios, and lender deliverables

• Complete T2, T3, T4, T5, GST, and T5013 filings

• Support documentation for transactions and accounting entries

• Reconcile investments and related party accounts

• Light bookkeeping as required, including AP and AR

• Liaise with external accounting firms for year ends, audits, and tax filings

• Respond to CRA audit requests

• Lead financing and refinancing work for ongoing projects

• Assist with ad-hoc projects and additional duties as needed

• Work in Excel daily, with familiarity in accounting software such as QuickBooks

• Approximately 7 to 10 years of progressive experience

• CPA designation required

• Mix of public practice and industry experience

• Strong compliance and financial reporting background

• Advanced Excel skills, comfortable preparing full FS in Excel

• Solid tax knowledge

• Strong communicator with steady, consistent follow-through

• Independent, organized, and able to manage large workloads with limited oversight

• Someone looking for long-term fit, stability, and growth in a private family office environment

You enjoy working independently, handling a high volume of technical work, and wearing multiple hats. You’re structured, detail-oriented, and comfortable in an entrepreneurial environment where you are trusted to run your own day. You value stability, privacy, and a mature workplace with flexibility and strong benefits.

Please send your resume to Tina Burke at tburke@burkerecruiting.com