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Manager, Family Office Services

1 month ago

Toronto, Ontario, Canada Richter Full time
Location: Toronto, Ontario
181 Bay St
Toronto, ON M5J, CAN

In Family Office Services (FOS), we act as personal CFOs 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:

1. Monitor the financial information of the families receiving personal CFO services from the division.
2. Serve as the primary contact person for the families regarding accounting and fiscal matters.
3. Work collaboratively with various departments to identify opportunities and provide recommendations to the families based on their needs.
4. Coordinate financial activities with family advisors such as bankers, accountants and lawyers.
5. Navigate and understand complex structures involving investment companies, trust companies, partnerships and multiple generations.
6. Conduct mandates with professional standards using sound methodologies and techniques.
7. Coordinate, supervise and provide training to staff in the preparation of financial information and tax returns.
8. Efficiently review compilation engagements as well as corporate, personal and trust returns.
9. Coordinate and manage various compliance requirements and deadlines.
10. 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).
11. Gain an understanding of the investments including understanding of the accounting, fiscal and legal implications.
12. Offer advice on optimizing cash flow and on the overall structure.

Knowledge, Skills, and Abilities:

1. 5+ years of professional experience
2. Experience in a Family Office is an asset.
3. Good knowledge in taxation.
4. Analytical and problem-solving skills.
5. Desire to join a dynamic growing team.
6. Detail oriented, conscientious, and resourceful.
7. Ability to prioritize, multi-task and work in a fast-paced environment.
8. Excellent communication skills and teamwork.
9. Good knowledge of Microsoft Office suite.
10. Knowledge of CaseWare, TJPS (Lotus Notes) and Taxprep, an asset.

What Richter offers you?

1. Competitive group benefits which include group insurance, Health Spending Account, savings plans, and Employer Contribution Matching.
2. Employee and Family access to virtual healthcare network.
3. Employee and Family Assistance Programs, including consultations with mental health professionals.
4. Hybrid work Environment.
5. Competitive Performance Bonus.
6. Tuition Reimbursement.
7. Professional Dues Reimbursement.
8. CFE leave financial support.
9. Academic Incentives.
10. Talent referral bonus.
11. Client referral bonus.
12. Access to an on-demand concierge nannying, babysitting, and tutoring service.
13. 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.

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