Senior Associate, Family Office Services

Richter; Toronto; Hybrid; CAD 70,000 - 100,000; Full time

Job summary

A leading business firm is seeking a Senior Associate for Family Office Services in Toronto. This role involves investment accounting, tax preparation, and liaising with clients to fulfill their financial objectives. Ideal candidates will have a CPA designation or be in progress, coupled with strong analytical skills and a commitment to client service. Enjoy a competitive salary, performance bonuses, and a hybrid work environment with comprehensive benefits.

Benefits

Competitive group benefits

Employee and Family access to virtual healthcare

Mental health consultations

Hybrid work environment

Tuition reimbursement

Annual employee rewards

Qualifications

• 3-5 years relevant experience in accounting and tax.
• Experience in an accounting firm or Family Office is an asset.
• Desire to join a dynamic growing team.

Responsibilities

• Prepare tax returns for corporations, individuals, trusts, and partnerships.
• Assist in updating accounting records for complex transactions.
• Act as a liaison between clients and various stakeholders.

Skills

Analytical skills

Problem-solving skills

Collaboration

Attention to detail

Tax knowledge

Education

Professional CPA designation

Tools

Microsoft Office

CaseWare

Taxprep

Job description

Senior Associate, Family Office Services

Job Category : Senior Analyst

Requisition Number : SENIO002254

Apply now

• Posted : May 5, 2025
• Full-Time

Locations

Showing 1 location

Toronto, ON M5J, CAN

Description

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.

A day in the life of a Senior Associate

• Investment accounting
• Preparation of tax returns (Corporate, personal, trusts and partnerships)
• Act as a liaison between various internal and external clients
• Assist in the preparing and updating of accounting records to record complex business and tax transactions
• Prepare financial statements for all related companies and ensure intercompany transactions and accounts are properly recorded
• Gain an understanding on alternative investment vehicles and their appropriate accounting and tax implications
• Help to assemble and prepare reporting packages for strategic planning meetings on a quarterly basis
• Acquire and apply relevant tax knowledge
• Assist in general client needs and fulfil client requests
• Prepare sales tax and payroll source deduction remittances where applicable

Skills and qualifications

• 3-5 years of relevant experience in accounting and tax
• Professional CPA designation (or in the process of obtaining)
• Experience in an accounting firm and or Family Office, an asset
• Good knowledge (or interest) in taxation
• Analytical and problem-solving skills
• Collaborative and detail oriented
• Desire to join a dynamic growing team
• Good knowledge of Microsoft Office suite
• Knowledge of CaseWare, TJPS (Lotus Notes) and Taxprep, an asset

What Richter offers 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
• 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.

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