Senior Associate, Family office

Toronto, ON
$78,000-106,000 per year
Permanent
Full-time

14 days ago

Description :Richter Montreal OfficeOverviewRichter is a Business | Family Office that provides strategic advice on business matters and on families’ financial and personal objectives across generations. With close to 100 years of experience advising at the intersection of family and business, Richter has developed an integrated approach to help business owners find sustainable success. Whether business, personal, or both, Richter is uniquely positioned to address the needs of Canada’s most successful entrepreneurs, private clients, business owners and business families and help them chart a clear path to shape their legacy for the future. Founded in 1926, Richter’s 600-person multidisciplinary team continuously innovates to create value for our people, clients, and community in Canada and in the US.A day in the life of a Senior Associate

Investment accounting
Preparation of tax returns (Corporate, personal, trusts and partnerships)
Act as a liaison between various internal and external clients
Assist in the preparing and updating of accounting records to record complex business and tax transactions
Prepare financial statements for all related companies and ensure intercompany transactions and accounts are properly recorded
Gain an understanding on alternative investment vehicles and their appropriate accounting and tax implications
Help to assemble and prepare reporting packages for strategic planning meetings on a quarterly basis
Acquire and apply relevant tax knowledge
Assist in general client needs and fulfil client requests
Prepare sales tax and payroll source deduction remittances where applicable

Skills and qualifications

3-5 years of relevant experience in accounting and tax
Professional CPA designation (or in the process of obtaining)
Experience in an accounting firm and or Family Office, an asset
Good knowledge (or interest) in taxation
Analytical and problem-solving skills
Collaborative and detail oriented
Desire to join a dynamic growing team
Good knowledge of Microsoft Office suite
Knowledge of CaseWare, TJPS (Lotus Notes) and Taxprep, an asset

What Richter offers you?

Competitive group benefits which include group insurance, Health Spending Account, savings plans, and Employer Contribution Matching
Employee and Family access to virtual healthcare network
Employee and Family Assistance Programs, including consultations with mental health professionals
Annual Health & Well-being Program
Hybrid work Environment
Competitive Performance Bonus
Tuition Reimbursement
Professional Dues Reimbursement
CFE leave financial support
Academic Incentives
Talent referral bonus
Client referral bonus
Access to an on-demand concierge nannying, babysitting, and tutoring service
Annual employee rewards and recognition

The salary range for this position is $78,000–$106,000, and employees may also be eligible to participate in our bonus program. Compensation complies with applicable pay transparency legislation and is regularly reviewed to stay market competitive. Salaries within the range reflect individual contributions and are based on objective factors such as internal equity, experience, education, role scope, and required skillsYour applicationWe are excited to meet motivated professionals who are looking for career growth in a mid-sized family minded firm and have a strong background in building and fostering relationships.Sounds like you? Apply today!

Richter

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