U.S. Tax Associate

Richter; Toronto; Hybrid; CAD 50,000 - 90,000; Full time

Job summary

An established industry player is seeking a motivated US Tax Associate to join their dynamic team. This role offers the chance to become a strategic business partner with clients, providing meaningful advisory services while working closely with senior members of the Tax Team. You will handle tax returns, assist with planning, and ensure compliance with current tax laws. The firm values work-life balance, offering a hybrid work environment and a culture that supports professional growth. With a focus on continuous education and a variety of employee benefits, this position is perfect for those looking to advance their careers in a supportive setting.

Benefits

Competitive group benefits

Health Spending Account

Virtual healthcare access

Employee Assistance Programs

Competitive Performance Bonus

Tuition Reimbursement

Professional Due Reimbursement

CFE leave financial support

Talent referral bonus

Annual employee rewards and recognition

Qualifications

• Bachelor’s degree in accounting or related field required.
• Strong analytical and communication skills essential for success.

Responsibilities

• Prepare federal and state tax returns for various entities.
• Assist with tax planning and research for diverse clients.

Skills

Analytical Skills

Organizational Skills

Problem-Solving Skills

Communication Skills

Interpersonal Skills

Education

Bachelor’s degree in Accounting

Master’s in Taxation

Tools

Microsoft Excel

Microsoft Office

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

Position Overview

As a US Tax Associate, you will assist with the execution and planning of various Tax Matters in our client's organization. You will also contribute to a variety of client mandates, both ongoing and transactional.

You will work mainly with senior members of the Tax Team in a variety of client mandates involving Canadian companies operating abroad and foreign companies investing into Canada. Your main responsibilities will include the following:

A day in the life of a US Tax Associate:

• Prepare federal and state tax returns for individuals, corporations, partnerships, and trusts
• Assist with tax planning and research for clients in various industries
• Prepare and review tax workpapers and ensure accuracy of supporting documentation
• Communicate with clients to gather information, clarify data, and answer basic tax questions
• Stay current with tax laws and regulations and assist with compliance updates

Your Qualifications

• Bachelor’s degree in accounting, or related field (Master’s in Taxation a plus)
• CPA eligible or actively pursuing CPA certification
• Strong analytical, organizational, and problem-solving skills
• Proficient in Microsoft Excel and other Office applications
• Excellent communication and interpersonal skills
• Ability to work both independently and in a team-oriented environment
• Prior experience in tax or accounting (preferred but not required)

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
• Tuition Reimbursement
• Professional Due 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.

Our team is waiting for you! It’s your talent. Make it count! Apply today!