Job Description

Description :

Richter Office: Montreal

Richter is a Business | Family Office that provides strategic advice on business matters and on families\xe2\x80\x99 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\xe2\x80\x99s 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\xe2\x80\x99s 600-person multidisciplinary team continuously innovates to create value for our people, clients, and community in Canada and in the US.

What we offer:

• The chance to become a strategic business partner with our clients, building relationships directly with entrepreneurs and businesses to provide them with meaningful advisory services
• The opportunity to develop your career with the direct support of your managers and firm partners; and
• A culture that values work-life balance and mental health and well-being. Our firm has taken a fresh approach to these issues, offering a hybrid work environment with flexible hours and resources to support you in your personal journey.
• Investment in your continuing education and professional development through a variety of learning offerings and tuition reimbursement

As an Associate in Family Office Services your responsibilities would be:

• Act as a liaison between various internal and external clients
• Cash management, budgeting, and cash flow forecasting.
• Consolidated statement of net worth (dashboard) reporting.
• Advising clients on investment strategies & transitioning wealth structures from CAD to offshore
• Applying for loans and all other dealings with the banks
• Coordination with other professional advisors such as lawyers, insurance brokers, notaries, etc.
• Coordination with internal teams such as Tax, RFO, etc.

About You:

• 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\xe2\x80\x99s in it for 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

Your application We 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