Strategic Business Advisor

1 month ago


Montreal, Quebec, Canada Richter Full time

As a Strategic Business Advisor with Richter's U.S. Advisory team, you will play a key role in helping business owners and entrepreneurs navigate complex cross-border transactions.

About the Role

This is an exciting opportunity to join our multidisciplinary team of over 600 professionals and contribute to the growth and success of our clients. As a Strategic Business Advisor, you will be responsible for:

  • Participating in buy and sell-side cross-border transactions as part of a senior management team;
  • Providing tax planning advice to high-net-worth individuals and corporate clients;
  • Researching and interpreting U.S. tax legislation and international tax treaties;
  • Reviewing and preparing U.S. corporate, partnership, trust, and individual federal and state tax returns;
  • Collaborating with colleagues to provide training sessions and mentor junior team members.
What We're Looking For

We are seeking a motivated and experienced professional with approximately 3-6 years of relevant experience in tax advisory or compliance. The ideal candidate will have a strong background in Microsoft Excel, PowerPoint, and Word, as well as excellent communication and project management skills. Additionally, they should possess intellectual curiosity, creativity, flexibility, and a strong sense of client service and professionalism.

Benefits and Perks

Richter offers a comprehensive benefits package that includes group insurance, health spending account, savings plans, employer contribution matching, and tuition reimbursement. Our team members also enjoy access to virtual healthcare networks, team member and family assistance programs, annual health and wellness programs, hybrid work environments, competitive performance bonuses, and professional dues reimbursement. Furthermore, we offer CFE leave financial support, masters of tax financial support, academic incentives, talent referral bonuses, client referral bonuses, and access to an on-demand concierge service for nannying, babysitting, and tutoring.

About Us

Richter is a Business | Family Office that provides strategic advice on business matters and personal objectives across generations. With close to 100 years of experience advising at the intersection of family and business, we have developed an integrated approach to help business owners find sustainable success. Our 600-person multidisciplinary team continuously innovates to create value for our people, clients, and community in Canada and the US.

We estimate that the salary for this position will be around $80,000-$120,000 per year, depending on experience and qualifications.



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