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Première détection par notre source: hier

Director of Family Services

@ Robert Half

Victoria, Colombie-Britannique

Temps plein
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Robert Half is hiring a Director of Family Office Services for an independent, family-owned advisory firm expanding its private family office practice. The senior advisor leads the client relationship for high-net-worth families, covering tax strategy, investment management and estate planning. The posting states a full-time role with a CPA or CFA designation required.

Responsabilités :

  • Act as primary advisor for UHNW and HNW families
  • Review holding structures, trusts and portfolios for tax efficiency
  • Lead succession and estate planning conversations
  • Coordinate internal tax, investment and external professionals
  • Define service standards and scalable client workflows

Résumé des exigences :

  • CPA or CFA designation
  • Strong Canadian personal or corporate taxation knowledge
  • Senior client advisory experience
  • Ability to translate complex tax concepts into clear recommendations

Outils et compétences

Source et dates

Type de source non vérifié · apify-linkedin

Date publiée par l’employeur
Non fourni
Première détection par notre source
2026-11-10
Mise à jour du dossier source
2026-11-10

Ces dates décrivent le dossier source, pas une vérification en direct du recrutement. Consultez l’offre originale.

Détails du poste

NiveauSenior
DomaineFinance et comptabilité
Heures par semaine40 (estimé)
Milieu de travailBureau, Chez les clients
PositionSurtout assis
Exigences physiquesphysique faible · ordinateur élevé
LanguesEnglish
Permis et certificationsCPA, CFA

Résumé et détails rédigés par l’IA à partir de l’offre; l’offre de l’employeur fait foi.

Robert Half

Profil d’entreprise sauvegardé

Renseignements historiques provenant d’un profil The Jobs API sauvegardé (champs LinkedIn/Crunchbase). Ils ne sont pas vérifiés en temps réel; les chiffres peuvent avoir changé. Les valeurs manquantes restent inconnues.

Helping you find skilled candidates, in-demand jobs, and solutions you need to do your best work yet.

Description complète de l’entreprise

🔒 At Robert Half, we prioritize your security—if you believe you've encountered a scam or fraudulent recruiter, please report it immediately to https://www.roberthalf.com/us/en/fraud-alert. All Robert Half recruiters communicate using their corporate email address, ending in roberthalf.com. 👋 Welcome to Robert Half. We're the world’s first and largest specialized talent solutions firm, connecting opportunities at great companies with highly skilled job seekers. We provide dynamic contract, temporary, and permanent placement solutions across finance, accounting, technology, marketing, creative, legal, and administrative sectors. 🏆 In the last 12 months, Robert Half has been recognized as one of America’s Most Innovative Companies by Fortune, and with Protiviti, has been named one of the Fortune® World's Most Admired Companies™ and 100 Best Companies to Work For. 🏦 Traded on the New York Stock Exchange (symbol: RHI), we’re at the forefront of innovation in talent acquisition.

Abonnés LinkedIn
4 724 671
Personnes associées sur LinkedIn
27 769
Bureaux déclarés
  • 2884 Sand Hill Road Suite 200, Menlo Park, CA 94025, US
  • 2613 Camino Ramon, San Ramon, California 94583, US
  • Robert Half International, Avenue Louise, 250 - 5th floor, Brussels, 1050, BE
  • Robert Half International, 10th floor, The Shard, 32 London Bridge Street, London, London SE1 9SG, GB
  • Robert Half International, Av. Dr. Cardoso de Melo, 1184, 11° andar, Sao Paulo, SP 04548-004, BR
  • Robert Half International, Level 24, 1 Martin Place, Sydney, NSW 2000, AU
  • 140 William St, Melbourne, VIC 3000, AU
  • Avenida Doutor Cardoso de Melo 1184, São Paulo, BR
  • 2613 Camino Ramon, San Ramon, CA 94583, US
  • 20, Avenue André Prothin, Tour Europlaza, Courbevoie, Île-de-France 92400, FR
Catégories d’activité
  • Skill Assessment
  • Human Resources
  • Information Technology
  • Employment
  • Consulting
  • Recruiting
  • Marketing
  • Security
  • Advertising
  • Staffing Agency
Autres noms enregistrés
  • Robert Half
  • Robert Half
Spécialités
  • consulting services
  • accounting jobs
  • finance jobs
  • administrative jobs
  • legal jobs
  • IT jobs
  • recruitment
  • recruitment agency
  • creative jobs
  • staffing
  • hiring
  • employment agency
  • contract talent
  • contract professionals
  • talent solutions
  • contract employment
  • permanent placement
  • customer support jobs
  • and marketing jobs
Le profil indique une agence de recrutement
Oui
Investissement total déclaré
0

La devise et la date d’observation ne sont pas fournies; ce n’est ni une valorisation actuelle ni une ronde de financement.

🔒 At Robert Half, we prioritize your security—if you believe you've encountered a scam or fraudulent recruiter, please report it immediately to https://www.roberthalf.com/us/en/fraud-alert. All Robert Half recruiters communicate using their corporate email address, ending in roberthalf.com. 👋 Welcome to Robert Half. We're the world’s first and largest specialized talent solutions firm, connecting opportunities at…

ChampValeur
SecteurStaffing and Recruiting
Taille10,001+ employees
Siège socialMenlo Park, CA
Type d’organisationPublic Company
Fondée en1948
Spécialitésconsulting servicesaccounting jobsfinance jobsadministrative jobslegal jobsIT jobsrecruitmentrecruitment agencycreative jobsstaffing
Offres sur Jobsy494
LinkedInVoir la page
Description

Our client is an independent, family-owned advisory firm with decades of credibility in the professional services space. They are expanding a private family office practice that brings tax strategy, investment management, and estate planning together under one roof for some of Western Canada’s most established business families.

They are looking for a Director of Family Office Services: a senior advisor with a strong tax foundation who wants to own the client relationship. The role sits at the center of the practice. You lead the client conversation and spot planning opportunities.

RESPONSIBILITIES:

Client Advisory and Tax Strategy

  • Act as the primary advisor and central point of contact for ultra-high-net-worth and high-net-worth families
  • Review holding company structures, family trusts, and investment portfolios to identify gaps and opportunities for tax efficiency and risk management
  • Translate complex tax and structuring concepts into clear, actionable recommendations for families and their principals
  • Lead conversations on succession planning, estate planning, and long-term legacy, including multi-generational family meetings

Coordination and Practice Leadership

  • Work directly with internal tax specialists and investment advisors to turn client needs into firm execution
  • Manage and align strategy with clients’ external professionals, including corporate lawyers, cross-border counsel, and insurance specialists
  • Define and uphold premium service standards, so complex compliance, accounting, and reporting deadlines are met without fail
  • Design workflows that improve scalability while keeping the highly customized, boutique experience clients expect
  • Strengthen collaboration across the firm’s accounting, asset management, and family office teams

REQUIREMENTS:

  • CPA or CFA
  • Strong foundational knowledge of Canadian personal or corporate taxation

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