Senior Business Advisor

3 weeks ago

Toronto, Ontario, Canada Richter Full time

About Richter

Richter is a Business | Family Office that provides strategic advice on business matters and on families' financial and personal objectives across generations. 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.

Our Team

We are a dynamic and growing team of professionals who are passionate about helping business owners achieve their goals. As a Senior Business Advisor, you will have the opportunity to work with our clients to provide them with meaningful advisory services, develop your career with the direct support of your managers and firm partners, and enjoy a culture that values work-life balance and mental health and well-being.

Responsibilities

  • 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 fulfill client requests.
  • Prepare sales tax and payroll source deduction remittances where applicable.

Requirements

  • 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

What We Offer

  • 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

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