Accounting Specialist, Family Office Services

6 months ago

Toronto, Canada Richter Full time

Richter Office: Toronto

In the Richter Family Office Services (FOS), we act as personal CFO’s for high-net-worth families. We offer a customized approach for each family, which includes services such as cash management, lifestyle management, integrated financial planning opportunities as well as day-to-day accounting and compliance needs.

A day in the life of an Accounting Specialist:

Investment bookkeeping including reconciliation with broker statements and tax reporting slips. Full cycle bookkeeping including A/P, A/R, bank and credit card reconciliation and month end journal entries. Preparation of supporting documents for year-end preparation for internal accounting team Correspondence with Canada Revenue Agency and Revenue Quebec, as required.

What we are looking for:

University degree, college diploma or diploma of vocational studies (DEP). Investment bookkeeping (an asset) 2 to 5 years of relevant bookkeeping experience Knowledge and experience in a variety of software applications including QuickBooks, SAGE CaseWare, Caseiew, Write Up, Tax Prep, Excel, and other MS Office Applications. Have a self-starter attitude with well-developed time management skills and the commitment to meeting deadlines. Have proven problem solving capabilities including ingenuity, analytical skills, and creativity. Possess exceptional technical skills and a fine attention to detail. Have strong interpersonal and organizational skills and the ability to organize, prepare and clearly present information to our clients and team. Public accounting experience will be a definite plus.

Overview

 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. 

  What we offer:

The chance to become a strategic business partner with our clients, building relationships directly with entrepreneurs and businesses to provide them with meaningful advisory services. The opportunity to develop your career with the direct support of your managers and firm partners; and A culture that values work-life balance and mental health and well-being. Our firm has taken a fresh approach to these issues, offering a hybrid work environment with flexible hours and resources to support you in your personal journey. Investment in your continuing education and professional development through a variety of learning offerings and tuition reimbursement

What’s in it for you? 

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 

Your application

We are excited to meet motivated professionals who are looking for career growth in a mid-sized family minded firm and have a strong background in building and fostering relationships.

Sounds like you? Apply today  

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