Senior Accountant – Family Account Management

Job title: Senior Accountant – Family Account Management

Job description: Senior Accountant, Family Account Management

In Family Account Management (FAM), we act as personal CFO’s for high net worth families. We offer a customized approach for each family, which includes services such as cash management, lifestyle management, integrated financial planning opportunities as well as day-to-day accounting and bookkeeping needs.

A day in a life of a Senior Accountant, FAM :

• Investment accounting and financial statement preparation
• Preparation on tax returns (Corporate, personal, trusts and partnerships)
• Cash flow, budgeting, and forecasting reporting
• 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.
• Execute bill payments and investment capital calls.
• Acquire relevant tax knowledge.
• Assist in general client needs and fulfil client requests.
• Prepare sales tax and payroll source deduction remittances.

What we are looking for?

• 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.
• Bilingual (oral and written).
• 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?

A competitive compensation package, insurance benefits, a retirement savings plan, an employee and family assistance program, a health and well-being program, as well as professional development are also offered. To accommodate your personal and family obligations, a variety of work arrangements are available which may include a flexible schedule and working remotely.

Company: Richter

Expected salary:

Location: Toronto, ON

Job date: Fri, 17 Dec 2021 01:48:16 GMT

Job Source: Careerjet.ca

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