Senior Manager, Family Office Services

Calgary Richter Office

Overview

In Family Office Services (FOS), 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 compliance needs.

The candidate must possess in-depth knowledge of accounting for investments and partnerships, sound knowledge of corporate, personal income, trust and partnership taxes as well as a good understanding of financial products in order to serve the interests of a high-net-worth client base. Act as a point of contact for clients. The manager will provide guidance and leadership to reports ensuring deadlines are met and work is reviewed accordingly.

 

Responsibilities and Duties

• Serve as the primary contact person for the families regarding accounting and fiscal matters.
• Work collaboratively with various departments to identify opportunities and provide recommendations to the families based on their needs.
• Coordinate financial activities with family advisors such as bankers, accountants and lawyers.
• Navigate and understand complex structures involving investment companies, trust companies, partnerships and multiple generations.
• Conduct mandates with professional standards using sound methodologies and techniques.
• Coordinate, supervise and provide training to staff in the preparation of financial information and tax returns.
• Efficiently review compilation engagements as well as corporate, personal and trust returns.
• Coordinate and manage various compliance requirements and deadlines.
• Provide financial projections, tax estimates and a complete analysis of the client’s pro forma information (understand the implications of the transactions and their tax impact).
• Gain an understanding of the investments including understanding of the accounting, fiscal and legal implications.
• Offer advice on optimizing cash flow and on the overall structure.

 

Knowledge, Skills, and Abilities

• CPA designation
• 8+ years’ professional experience working for an accountancy firm
• Experience in a Family Office is an asset.
• Good knowledge in taxation.
• Analytical and problem-solving skills.
• Desire to join a dynamic growing team.       
• Detail oriented, conscientious, and resourceful
• Ability to prioritize, multi-task and work in a fast-paced environment
• Excellent communication skills and teamwork
• 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
• 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

 

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.

Sounds like you? Apply today!