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- Employment type
- Full-time
- Experience level
- Entry, Junior · 0+ years
- Minimum education
- Bachelor’s degree
- Posting language
- English
- Working hours
- 40 hours per week
Job summary
The associate will prepare U.S. corporate, partnership, and individual income tax returns while analyzing federal and state tax laws. They will also evaluate the tax implications of specific transactions and apply sales and use tax rules.
Job details
Richter Office: Montreal A day in the life of a U.S. Tax Associate * Prepare U.S. corporate / partnership income tax returns (federal and states) * Prepare U.S. individual income tax returns - U.S. citizens who reside in Canada, and Canadian citizens who are doing business in the U.S. * Analyze income tax laws to determine federal and state taxability * Apply sales and use tax rules * Analyze tax implications of specific transactions or events About You: * Bachelor’s in commerce or a minor in accounting or have recently completed such a program/ degree * Good knowledge of Microsoft Word and Excel * Bilingual in English & French (a must) * Open-mindedness applied to continuous learning * Strong team spirit and ability to work with others * Ability to manage several projects at the same time and tight deadlines * Flexibility and availability * Strong sense of client service and professionalism * Good judgment * Intellectual curiosity and creativity Nice-to-have: • Canadian or US CPA designation or CPA in process English is required for business reasons to serve external and/or internal English-speaking clients. 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 * 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 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. 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 Your application We are excited to meet motivated professionals who are looking for career opportunity in a mid-sized business family office firm. Sounds like you? Apply today!
What you’ll do
The associate will prepare U.S. corporate, partnership, and individual income tax returns while analyzing federal and state tax laws. They will also evaluate the tax implications of specific transactions and apply sales and use tax rules.
Requirements
Candidates must hold a bachelor's degree in commerce or accounting and be bilingual in English and French. Proficiency in Microsoft Word and Excel is required, and a CPA designation is considered a strong asset.
Benefits
- Group insurance
- Health spending account
- Savings plans
- Employer contribution matching
- Virtual healthcare network
- Employee and family assistance programs
- Mental health support
- Annual health and well-being program
- Tuition reimbursement
- Professional dues reimbursement
- CFE leave financial support
- Academic incentives
- Talent referral bonus
- Client referral bonus
- Concierge nannying, babysitting, and tutoring service
- Performance bonus
Listed skills
- Customer service · Preferred
- Microsoft Excel · Preferred
- Microsoft Word · Preferred
- Accounting · Preferred
- Project management · Preferred
Other relevant skills
Identified from the job description. Confirm important requirements above.
- US corporate tax
- US partnership tax
- US individual tax
- Federal tax
- State tax
- Sales and use tax
- Tax analysis
- Microsoft Word
- Microsoft Excel
- Bilingualism
- Project management
- Client service
- Professionalism
- Accounting
- Continuous Development
- Intellectual Curiosity
- Virtual Health
- Tax Analysis
- Mental Health
- Multilingualism
- Investments
- Certified Fraud Examiner
- Certified Public Accountant
- Creativity
- English Language
- Income Tax
- Sales
- French Language
- Business Strategies
- Use Tax
- Advising
Job areas
- Finance & Accounting
- Consulting
- Associate Tax Manager
- Tax Specialist
- Accountants
- Tax Preparers
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