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!

Act as a personal CFO for high-net-worth families, managing accounting, fiscal matters, and complex financial structures. Provide leadership to staff and coordinate with external advisors to optimize cash flow and ensure tax compliance.

Requires a CPA designation and at least 8 years of professional experience within an accountancy firm. Candidates must possess deep knowledge of taxation and financial products, with experience in a Family Office being an asset.

• Group Insurance • Health Spending Account • Savings Plans • Employer Contribution Matching • Virtual Healthcare Network • Employee and Family Assistance Programs • Annual Health & Well-being Program • Hybrid Work Environment • Performance Bonus • Tuition Reimbursement • Professional Dues Reimbursement • CFE Leave Financial Support • Academic Incentives • Talent Referral Bonus • Client Referral Bonus • Concierge Nannying, Babysitting, and Tutoring Service • Annual Employee Rewards and Recognition

• AnalyticalPreferred
• analysisPreferred
• LeadershipPreferred
• staffPreferred
• HealthPreferred
• ClientPreferred
• CompliancePreferred
• managementPreferred
• CommunicationPreferred
• Communication SkillsPreferred
• AccountingPreferred
• Cash flowPreferred

Identified from the job description. Confirm important requirements above.

• Accounting for Investments
• Partnership Taxation
• Corporate Taxation
• Trust Taxation
• Financial Planning
• Cash Management
• Compliance Management
• Financial Projections
• Staff Supervision
• Client Relationship Management
• Analytical Skills
• Problem-solving
• Microsoft Office Suite
• CaseWare
• Taxprep
• Communication Skills
• CaseWare Software Applications
• Resourcefulness
• Virtual Health
• Conscientiousness
• Accounting
• Mental Health
• Financial Forecasting
• Management
• Investments
• Certified Fraud Examiner
• Certified Public Accountant
• Communication
• Financial Services
• Leadership
• Problem Solving
• Microsoft Office
• Multitasking
• Tax Returns
• Prioritization
• Teamwork
• Detail Oriented

• Finance & Accounting
• Management & Leadership
• Consulting
• Family Services Manager
• Clinical Office Manager
• Health Service Managers
• First-Line Supervisors of Office and Administrative Support Workers

Minimum education

Professional degree

Minimum experience

5+ years

Posting language

English

Working hours

40 hours per week