Job Description

Description :

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.

Position overview :

Richter currently has an opportunity for a Compliance Manager within FOS Services.

The candidate must possess in-depth knowledge of accounting for investments and partnerships, sound knowledge of corporate and personal income taxes as well as a good understanding of financial products in order to serve the interests of a high-net-worth client base.

A day in the life of a Compliance Manager, FOS Services :

• 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.
• Recommend tax strategies in consideration of remuneration planning, distribution of income among family members, CDA balances, and safe income.

What we are looking for :

• CPA designation
• At least 5 years of experience in related duties
• Bilingual in French and English (written and oral)
• Experience in a Family Office, an asset
• Ability to work in a growing, fast-paced environment
• Detail oriented, conscientious and resourceful
• Ability to prioritize, multi-task and work in a fast-paced environment
• Excellent communication skills and team work
• Computer literate in MS Office package, and comfortable with learning new software packages

English is required for the position in Montreal for business reasons and to serve external and/or internal English speaking clients

What's 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!