Overview
In Family Office Services (FOS), we act as personal CFO’s for high-net-worth families. We offer a customized approach for each family, which includes services such as cash management, lifestyle management, integrated financial planning opportunities as well as day-to-day accounting and compliance needs.
The candidate must possess in-depth knowledge of accounting for investments and partnerships, sound knowledge of corporate, personal income, trust and partnership taxes as well as a good understanding of financial products in order to serve the interests of a high-net-worth client base.
Act as a point of contact for clients. The manager will provide guidance and leadership to reports ensuring deadlines are met and work is reviewed accordingly.
Responsibilities and Duties :
- Monitor the financial information of the families receiving personal CFO services from the division.
- Serve as the primary contact person for the families regarding accounting and fiscal matters.
- Work collaboratively with various departments to identify opportunities and provide recommendations to the families based on their needs.
- Coordinate financial activities with family advisors such as bankers, accountants and lawyers.
- Navigate and understand complex structures involving investment companies, trust companies, partnerships and multiple generations.
- Conduct mandates with professional standards using sound methodologies and techniques.
- Coordinate, supervise and provide training to staff in the preparation of financial information and tax returns.
- Efficiently review compilation engagements as well as corporate, personal and trust returns.
- Coordinate and manage various compliance requirements and deadlines.
- Provide financial projections, tax estimates and a complete analysis of the client’s pro forma information (understand the implications of the transactions and their tax impact).
- Gain an understanding of the investments including understanding of the accounting, fiscal and legal implications.
- Offer advice on optimizing cash flow and on the overall structure.
Knowledge, Skills, and Abilities :
- CPA designation
- 5+ years of professional experience
- Experience in a Family Office is an asset.
- Good knowledge in taxation.
- Analytical and problem-solving skills.
- Desire to join a dynamic growing team.
- Detail oriented, conscientious, and resourceful
- Ability to prioritize, multi-task and work in a fast-paced environment
- Excellent communication skills and teamwork
- 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
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