Senior Associate, Family office

Richter•Toronto, ON

78d•Hybrid

About The Position

Richter 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

Requirements

3-5 years of relevant experience in accounting and tax
Professional CPA designation (or in the process of obtaining)
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

Nice To Haves

Experience in an accounting firm and or Family Office, an asset
Knowledge of CaseWare, TJPS (Lotus Notes) and Taxprep, an asset

Responsibilities

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

Benefits

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