Associate, US Tax

Richter Main Brand; Montreal (administrative region); Hybrid; CAD 65,000 - 90,000; Full time

Benefits offered by this job

Hybrid work environment

Tuition reimbursement

Professional development programs

Group benefits

Job summary

Richter is seeking a U.S. Tax Associate in Montreal to prepare U.S. corporate, partnership, and individual tax returns, including cross-border scenarios for Canadian clients.

Ideal candidates hold a Bachelor's in commerce or accounting, are bilingual in English and French, and thrive in a hybrid work environment with a strong client-service mindset.

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

Client service

Team player

Multitasking under deadlines

Professionalism

Intellectual curiosity

Education

Bachelor's in commerce or accounting minor

Tools

Microsoft Word

Microsoft Excel

Job description

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

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