Job Description
Senior Manager / Bookkeeper
Location: North York, remote/hybrid
Job type: Permanent Part-time 300 – 400 hours per year.
Newly created role
Industry; Professional Services
Segal GCSE LLP is a rapidly growing mid-size accounting, tax and business advisory firm situated in midtown Toronto. Segal GCSE is committed to growth by investing in our team, providing continuous learning and a positive, supportive work environment all with a focus on providing clients best in class client service
About the Role We are seeking a highly organized and detail‑oriented Senior Manager / Bookkeeper to support 2 -3 clients the largest being a private family office with day‑to‑day financial administration, document management, banking activities, and coordination across multiple entities.
This role is ideal for someone who thrives in a confidential, fast‑moving environment and enjoys a wide range of responsibilities—from bookkeeping and cash flow monitoring to dealing with investment reports and philanthropic commitments.
Key Responsibilities
Financial Administration & Bookkeeping
- Manage incoming financial documentation, including
broker statements, bank statements, CRA correspondence
, and
accounts payable
.
- Enter and reconcile monthly
bank transactions
in QuickBooks.
- Reconcile
intercompany loan accounts
.
- Prepare
quarterly cash flow reports
to monitor the group’s cash position.
- Prepare
tax estimates
for corporate entities.
- Assist accounting staff with
year‑end entries
for each entity.
Payments & Banking
- Prepare cheques and remittance letters for approval/signature, including:
- Suppliers (business + personal)
- Personal and corporate tax installments
- Shareholder draws
- Payroll remittances
- RRSP, TFSA, RESP contributions
- Insurance premiums (Foundation + shareholders)
- Manage
bank accounts
, including wire transfers, GIC renewals, deposits, and ensuring adequate USD funds.
- Monitor Visa account activity and oversee automatic transfers.
Document & Email Management
- Organize and file documents received via mail and portal into the family office’s system.
- Handle email follow‑up for the principal, including:
- Summaries of transactions
- Tracking days spent in the U.S.
- Ordering items online
Stakeholder Support
- Respond to inquiries and requests from
family members and their spouses
.
- Maintain the Foundation’s
budget, commitment schedule, and payment tracking
.
- Coordinate with
Bell Kearns
on investment reports, tax forms, and ownership documentation.
- Provide administrative involvement in
real estate entities
as required.
What you bring:
- Experience in a family office, accounting firm, or financial administration is preferred.
- Proficiency with QuickBooks and strong Excel/financial literacy skills.
- Exceptional attention to detail and ability to manage sensitive information with discretion.
- Strong organizational skills and ability to work independently.
- Excellent communication and follow‑through.
- A Canadian CPA designation or equivalent experience
- Minimum of 5 years of relevant experience in a public accounting firm,
- Strong accounting and general ledger, cash receipts, cash disbursements, investment company accounting and Canadian personal and corporate tax.
- Proficient in Microsoft Office and QuickBooks Online.
- Advanced written and verbal communication skills.
- Team player with a positive perspective and approach.
- Creative problem solving and experience in delivery of quality client service.
Why Join Us
Total Rewards The hourly rate for this role is $50.00 - $75.00/ hour CAD, based on skills, experience, and education. We benchmark regularly to ensure fair, competitive pay and recognize individual contribution.
Giving Back
- Segal supports community involvement through events through our Giving Beyond Today program our annual paid volunteer day.
Life at Segal
- We believe work should be engaging, supportive and a little fun. Segal team members enjoy firm-wide special events, catered lunched, on-site games (PS5, pool table, foosball), team BINGO, dedicated mediation room, regular event dra
Want AI-powered job matching?
Upload your resume and get every job scored, your resume tailored, and hiring manager emails found - automatically.
Get Started Free