Manager, Family Office Services

6 months ago

Toronto, Canada Richter Full time

Richter Office Toronto

In 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.

Richter currently has an opportunity for a Chief Accounting Officer (CAO) Manager within FOS.

The candidate must possess in-depth knowledge of accounting for investments and partnerships, sound knowledge of corporate, personal income, trust and partnership taxes as well as a good understanding of financial products in order to serve the interests of a high-net-worth client base.

As a 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.

About you:

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

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

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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