Accountant, Family Office Specialist





General Description

PWL Capital Inc. and PWL Advisors are wholly owned subsidiaries of PWL Wealth Management Inc.  PWL is a premier independent Canadian Wealth Management firm with offices in Montreal, Ottawa, Toronto, and Waterloo.  It employs over 55 employees and has over $2.8B in assets under management. Canadian High Net Worth families entrust PWL to manage their investment portfolios on a discretionary basis and provide holistic financial advice for all facets of their lives.  PWL Capital Inc. is a broker dealer offering portfolio management and brokerage services, and it is an IIROC member firm.  PWL Advisors Inc offers financial planning and insurance products, and is regulated in Ontario by the FSCO and in Quebec by the AMF.

Position Summary

This role is ideal for a detail-oriented CPA with experience in financial reporting and the taxation of investment holdings companies and trusts. Candidates should be confident in their ability to prepare financial statements and understand the implementation of tax planning strategies for High Net Worth families. This position requires you to be a CPA, CA or CMA.

Responsibilities & Activities

Successful candidates will support our Senior Family Office Specialist in coordinating and reporting on the finances of High Net Worth families. This includes, but is not limited to, tax-aware cash flow planning and execution, coordination with external tax and legal advisors, preparation of trial balances, journal entries and HST returns, preparation of financial dashboards, and coordination with private bankers. Our Family Office is the vital bridge between each High Net Worth client, their tax and legal advisors, and their PWL Capital Wealth Management team.

Qualifications & Skills

  • CPA is required
  • Experience preparing financial statements is required
  • Proficiency with Microsoft Office is required
  • Advanced knowledge with Microsoft Excel is required
  • Technical competency in taxation is required
  • Completion of the In-Depth Tax Course is an asset
  • Hands on experience with Quickbooks is an asset
  • Financial services experience is an asset
  • Detail oriented and process driven
  • Excellent time-management skills
  • Excellent communication skills
  • Experience dealing with external clients


We are a rapidly growing team with a diverse group of clients – there is never a dull moment. We are thought leaders in the financial services industry, and we have been putting our client interests first for over twenty years.

If you are interested in this opportunity, please send your resume to Tessa Felix