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$54k–$82k/yr
Full-time
associate degree
Group Insurance, Health Spending Account, Savings Plans, Employer Contribution Matching, Virtual Healthcare Network, Employee and Family Assistance Programs
Posted 22d ago
~40 hrs/week
Responsibilities
The role involves managing the full billing cycle, preparing tax compliance packages, and supporting general administrative activities for the tax department. Responsibilities also include coordinating meetings, travel, and maintaining client records in Deltek.
Requirements
Candidates need post-secondary education in administration and 1-3 years of experience in a professional services environment. Proficiency in MS Office is required, while experience with Deltek and SharePoint is considered an asset.
Full job description
Richter Montreal Office
Position Overview
We are seeking a Tax Administrative Assistant for a 12-month contract position.
A day in the life of a Tax Administrative Assistant:
You will be responsible for supporting the department’s administrative activities:
Manage the full billing cycle, including the preparation of WIP reports, invoices, and billing follow-ups with partners and clients.
Process WIP reallocations between engagements and maintain client and engagement records in Deltek.
Prepare engagement letters, perform conflict checks, and support engagement administration.
Review, format, and proofread professional documents, including memoranda, correspondence, presentations, and client deliverables.
Assemble and distribute tax compliance packages (T2, T3, Partnership Returns, CDAs, and rollovers) and coordinate electronic signatures through Adobe Sign.
Coordinate meetings, travel arrangements, and expense report submissions for professional staff.
Create organizational charts in Visio and support the production, printing, scanning, and assembly of professional documents.
Retrieve, monitor, and distribute tax publications, newsletters, and technical updates to professional staff.
Support departmental initiatives through communications, event coordination, surveys, translations, and office administration.
Your qualifications
Post-secondary education in administration or similar relevant work experience required
1-3 years of relevant experience in a fast-paced, professional services environment
Experience in a professional service firm an asset.
Proficiency with MS Office including Word, Excel and Power Point
Experience in Deltek is an asset
Strong typing and organizational skills
Detail-oriented and critical thinking a must
Ability to prioritize work in order to meet deadlines
Ability to work independently with minimal supervision and with frequent interruptions.
Must be able to work efficiently in a team environment with a positive and collaborative attitude
Must be able to demonstrate initiative and proactivity.
Accountable for the quality and timely completion of work assigned.
Document management skills an asset
SharePoint knowledge is 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
Annual Health & Well-being Program
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
The salary range for this position is between $54,000 and $82,000. Employees may also be eligible for our bonus program. Compensation is determined in accordance with applicable pay transparency laws and is reviewed regularly to remain competitive in the market. Salary placement within this range reflects individual contribution and is based on objective criteria such as internal equity, experience, education, scope of the role, and required skills.
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.
Richter est un Bureau Familial | d’Affaires. / Richter is a Business | Family Office.
Industry
Professional Services
Company size
501-1,000 employees
Founded
1926
Headquarters
Montreal, Quebec
LinkedIn followers
25,953
Richter est un Bureau Familial | d’Affaires qui fournit des conseils stratégiques sur les questions d’affaires et sur les objectifs financiers et personnels des familles à travers les générations. Forts d’un siècle d'expérience à conseiller à l'intersection de la famille et de l'entreprise, Richter a développé une approche intégrée afin d’accompagner les propriétaires d'entreprise dans leur quête d’un succès durable. Que ce soit sur le plan professionnel, personnel ou la combinaison des deux, Richter occupe une position unique pour répondre aux besoins des entrepreneurs, des clients privés, des propriétaires d'entreprise et des familles les plus prospères du Canada, en plus de les aider à tracer une voie claire pour façonner leur héritage destiné aux générations futures. Fondée en 1926, l'équipe multidisciplinaire de Richter, qui compte aujourd’hui 700 personnes, innove continuellement afin de créer de la valeur pour ses employés, ses clients et la collectivité au Canada ainsi qu’aux États-Unis.
Richter is a Business | Family Office that provides strategic advice on business matters and on families’ financial and personal objectives across generations. Building on a century 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 700-person multidisciplinary team continuously innovates to create value for our people, clients, and community in Canada and in the US.
Offices: 1981 Avenue McGill College, Montreal, Quebec, CA · 181 Bay St, Toronto, Ontario, CA