Senior Associate, Family Office Services

Richter; Toronto; Hybrid; CAD 60,000 - 100,000; Full time

Job summary

An established industry player is seeking a Senior Associate for Family Office Services in Toronto. This role involves investment accounting, tax return preparation, and client liaison. The ideal candidate will have 3-5 years of relevant experience, a CPA designation, and strong analytical skills. Join a dynamic team that values collaboration and attention to detail while enjoying a hybrid work environment and competitive benefits. This is a fantastic opportunity for motivated professionals looking to grow their careers in a supportive and innovative firm.

Benefits

Competitive Group Benefits

Health Spending Account

Virtual Healthcare Access

Employee Assistance Programs

Hybrid Work Environment

Competitive Performance Bonus

Tuition Reimbursement

Professional Dues Reimbursement

Annual Employee Rewards

Client Referral Bonus

Qualifications

• 3-5 years of relevant experience in accounting and tax.
• Professional CPA designation or in the process of obtaining.

Responsibilities

• Prepare financial statements and tax returns for various entities.
• Act as a liaison between internal and external clients.

Skills

Accounting and Tax Experience

CPA Designation

Analytical Skills

Problem-Solving Skills

Collaborative Skills

Detail Oriented

Microsoft Office Suite

Knowledge of Taxation

Education

CPA Designation

Relevant Degree in Accounting

Tools

CaseWare

Taxprep

TJPS (Lotus Notes)

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, Ontario
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.