Associate, US Tax

Richter; Montreal; Hybrid; CAD 65,000 - 90,000; Full time

Benefits offered by this job

Group benefits including health and RR

Virtual healthcare network access

Employee and family assistance with MH

Hybrid work environment

Competitive performance bonus

CFE leave financial support

Academic incentives

Talent referral bonus

Client referral bonus

On-demand concierge nannying, babysit,

Annual rewards and recognition

Job summary

Richter is a Business | Family Office advising clients on business and family wealth across generations. With close to 100 years of experience, Richter helps entrepreneurs and private clients chart a sustainable path to future success.

The U.S. Tax Associate role involves preparing federal and state tax returns, analyzing tax laws, and advising on sales and use tax impacts. You will work in a collaborative, hybrid environment and have access to education benefits and performance bonuses.

Qualifications

• Bachelor’s in commerce or a minor in accounting or have recently completed such a program/ degree
• Good knowledge of Microsoft Word and Excel
• Bilingual in English & French (a must)
• Open-mindedness applied to continuous learning
• Strong team spirit and ability to work with others
• Ability to manage several projects at the same time and tight deadlines
• Flexibility and availability
• Strong sense of client service and professionalism
• Good judgment
• Intellectual curiosity and creativity

Responsibilities

• Prepare U.S. corporate / partnership income tax returns (federal and states)
• Prepare U.S. individual income tax returns - U.S. citizens who reside in Canada, and Canadian citizens who are doing business in the U.S.
• Analyze income tax laws to determine federal and state taxability
• Apply sales and use tax rules
• Analyze tax implications of specific transactions or events

Skills

Bilingual English & French

Word & Excel

Multi-tasking under deadlines

Team player

Client service orientation

Good judgment

Intellectual curiosity

Open to learning

Education

Bachelor's in commerce or accounting-related degree

CPA designation or in process (nice-to-have)

Tools

Microsoft Office Suite

Job description

A day in the life of a U.S. Tax Associate

• Prepare U.S. corporate / partnership income tax returns (federal and states)
• Prepare U.S. individual income tax returns - U.S. citizens who reside in Canada, and Canadian citizens who are doing business in the U.S.
• Analyze income tax laws to determine federal and state taxability
• Apply sales and use tax rules
• Analyze tax implications of specific transactions or events

About You:

• Bachelor’s in commerce or a minor in accounting or have recently completed such a program/ degree
• Good knowledge of Microsoft Word and Excel
• Bilingual in English & French (a must)
• Open-mindedness applied to continuous learning
• Strong team spirit and ability to work with others
• Ability to manage several projects at the same time and tight deadlines
• Flexibility and availability
• Strong sense of client service and professionalism
• Good judgment
• Intellectual curiosity and creativity

Nice-to-have:

• Canadian or US CPA designation or CPA in process

English is required for business reasons to serve external and/or internal English-speaking clients.

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
• Hybrid work environment
• Competitive performance bonus
• 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

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 opportunity in a mid-sized business family office firm.