Senior Analyst, Family Office Services
Richter
- Toronto, ON
- Permanent
- Full-time
- 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
- 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.
- 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
- 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