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Strategic Family Office Manager

2 months ago

Toronto, Ontario, Canada Richter Full time

Richter is a leading Business | Family Office providing strategic advice on business matters and financial objectives across generations.

As a Chief Accounting Officer (CAO) Manager, you will play a crucial role in serving high-net-worth families as their personal CFO. Your responsibilities will include:

  • Monitoring the financial information of family clients receiving personal CFO services from the division.
  • Serving as the primary contact person for families regarding accounting and fiscal matters.
  • Working collaboratively with various departments to identify opportunities and provide recommendations based on family needs.
  • Coordinating financial activities with family advisors such as bankers, accountants, and lawyers.
  • Navigating complex structures involving investment companies, trust companies, partnerships, and multiple generations.
  • Conducting mandates with professional standards using sound methodologies and techniques.
  • Coordinating, supervising, and providing training to staff in the preparation of financial information and tax returns.
  • Efficiently reviewing compilation engagements as well as corporate, personal, and trust returns.
  • Coordinating and managing various compliance requirements and deadlines.
  • Providing financial projections, tax estimates, and a complete analysis of client pro forma information (understanding implications of transactions and their tax impact).
  • Gaining an understanding of investments including accounting, fiscal, and legal implications.
  • Offering advice on optimizing cash flow and overall structure.

To excel in this role, you will need:

  • CPA designation
  • 5+ years of professional experience
  • Experience in a Family Office is an asset
  • Good knowledge in taxation
  • Analytical and problem-solving skills
  • A desire to join a dynamic growing team
  • Detail-oriented, conscientious, and resourceful
  • Ability to prioritize, multi-task, and work in a fast-paced environment
  • Excellent communication skills and teamwork
  • Good knowledge of Microsoft Office suite
  • Knowledge of CaseWare, TJPS (Lotus Notes), and Taxprep, an asset

Richter offers a unique opportunity to develop your career as a strategic business partner with our clients, building relationships directly with entrepreneurs and businesses. We value work-life balance and mental health and well-being, offering a hybrid work environment with flexible hours and resources to support your personal journey.

The estimated annual salary for this role is around $120,000-$150,000, depending on experience. With close to 100 years of experience advising at the intersection of family and business, Richter has developed an integrated approach to help business owners find sustainable success.