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Compliance Manager, Family Office Services
2 days ago
**Richter Office: Montreal**
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. Whether business, personal, or both, Richter is uniquely positioned to address the needs of Canada’s most successful entrepreneurs, private clients, business owners and business families and help them chart a clear path to shape their legacy for the future. Founded in 1926, Richter’s 600-person multidisciplinary team continuously innovates to create value for our people, clients, and community in Canada and in the US.
Richter currently has an opportunity for a Chief Accounting Officer (CAO) Manager within FOS.
**As a CAO Manager, Family Office Services your responsibilities would be**:
- Monitor the financial information of the families receiving personal CFO services from the division.
- Serve as the primary contact person for the families regarding accounting and fiscal matters.
- Work collaboratively with various departments to identify opportunities and provide recommendations to the families based on their needs.
- Coordinate financial activities with family advisors such as bankers, accountants and lawyers.
- Navigate and understand complex structures involving investment companies, trust companies, partnerships and multiple generations.
- Conduct mandates with professional standards using sound methodologies and techniques.
- Coordinate, supervise and provide training to staff in the preparation of financial information and tax returns.
- Efficiently review compilation engagements as well as corporate, personal and trust returns.
- Coordinate and manage various compliance requirements and deadlines.
- 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).
- Gain an understanding of the investments including understanding of the accounting, fiscal and legal implications.
- Offer advice on optimizing cash flow and on the overall structure.
**Qualifications we are looking for**:
- CPA designation
- 5+ years of professional experience
- Experience in a Family Office is an asset.
- Good knowledge in taxation.
- Analytical and problem-solving skills.
- 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 Benefits**:
A competitive compensation package, insurance benefits, a retirement savings plan, an employee and family assistance program, a health and well-being program, as well as professional development are also offered. To accommodate your personal and family obligations, a variety of work arrangements are available which may include a flexible schedule and working remotely.
