Apply Canadian tax expertise at KF Matheson as a Senior Tax Associate supporting private clients, trusts, corporations, and family office planning.

Reporting to the Senior Tax Manager, you will support tax compliance, planning, and advisory work for shareholders, trusts, foundations, and related entities. The role offers exposure to private client taxation, estate and trust structures, CCPC planning, and international tax matters. You will contribute within a small team while coordinating with external advisors and stakeholders.

Key Responsibilities:

- Prepare personal, trust, and corporate income tax returns
- Support shareholder, trust, and private corporation tax planning
- Research tax legislation and summarize findings for stakeholders




- Prepare tax memoranda outlining implications and recommendations
- Monitor filing requirements and maintain compliance calendars

Requirements:

- Completed or nearly completed CPA designation
- Two to four years of progressive tax experience
- Solid Canadian personal, trust, and private corporation taxation knowledge
- Experience preparing personal, trust, and corporate returns
- Strong Excel, tax software, analytical, and communication skills

Bring tax compliance, planning, research, and private client experience to KF Matheson’s sophisticated family office tax team.

📌 Senior Family Office Tax Associate (Mississauga)
🏢 KF Matheson Investment Holdings
📍 Mississauga