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Chief Financial Officer for Family Services
3 months ago
Richter Office Toronto
In the realm of Family Office Services (FOS), we function as personal Chief Financial Officers for affluent families. Our tailored approach caters to each family's unique needs, encompassing services such as cash flow management, lifestyle coordination, integrated financial planning, and daily accounting and compliance support.
Richter is currently seeking a Chief Accounting Officer (CAO) Manager within the FOS division.
The ideal candidate will have extensive expertise in accounting for investments and partnerships, a solid understanding of corporate, personal income, trust, and partnership taxation, along with a comprehensive grasp of financial products to effectively serve a high-net-worth clientele.
As a Manager in Family Office Services, your key responsibilities will include:
Overseeing the financial information of families receiving personal CFO services from our division. Acting as the primary liaison for families concerning accounting and financial matters. Collaborating with various departments to identify opportunities and offer recommendations tailored to the families' needs. Coordinating financial activities with family advisors, including bankers, accountants, and legal professionals. Navigating and comprehending complex structures involving investment firms, trust companies, partnerships, and multiple generations. Executing mandates with professional standards using sound methodologies and techniques. Coordinating, supervising, and training staff in the preparation of financial documents and tax filings. Reviewing compilation engagements and corporate, personal, and trust returns efficiently. Managing various compliance requirements and deadlines effectively. Providing financial forecasts, tax estimates, and comprehensive analyses of clients' pro forma information, including understanding the implications of transactions and their tax consequences. Gaining insights into investments, including the accounting, fiscal, and legal ramifications. Advising on cash flow optimization and overall structural enhancements.About you:
CPA designation is required. A minimum of 5 years of professional experience. Experience within a Family Office is advantageous. Strong knowledge of taxation principles. Exceptional analytical and problem-solving abilities. A strong desire to join a dynamic and growing team. Detail-oriented, conscientious, and resourceful. Ability to prioritize, manage multiple tasks, and thrive in a fast-paced environment. Excellent communication skills and a collaborative mindset. Proficiency in Microsoft Office suite. Familiarity with CaseWare, TJPS (Lotus Notes), and Taxprep is a plus.Overview
Richter is a Business | Family Office that provides strategic guidance on business matters and families' financial and personal objectives across generations. With nearly a century of experience advising at the intersection of family and business, Richter has developed an integrated approach to assist business owners in achieving sustainable success. Whether addressing business, personal, or both, Richter is uniquely positioned to meet the needs of Canada's most successful entrepreneurs, private clients, business owners, and family enterprises, helping them navigate their legacy for the future. Founded in 1926, Richter's multidisciplinary team of 600 continuously innovates to create value for our people, clients, and community in Canada and the US.
What we offer:
The opportunity to become a strategic business partner with our clients, fostering relationships directly with entrepreneurs and businesses to provide meaningful advisory services. The chance to advance your career with the direct support of your managers and firm partners. A culture that prioritizes work-life balance and mental health. Our firm has adopted a fresh approach to these issues, offering a hybrid work environment with flexible hours and resources to support your personal journey. Investment in your ongoing education and professional development through various learning opportunities and tuition reimbursement.Your application
We are eager to connect with motivated professionals seeking career growth in a mid-sized, family-oriented firm, with a strong background in relationship building and fostering.
Sounds like you? Apply today