Use private client taxation and estate planning experience with KF Matheson’s family office tax team, supporting sophisticated structures and stakeholders.

As Senior Tax Associate, you will work closely with the Senior Tax Manager on compliance, advisory, and planning needs. Your work will span personal and trust returns, corporate entities, shareholder distributions, capital dividend account planning, and wealth transfer initiatives. The position suits professionals from Private Client Services, Estate and Trust, or comparable tax practices.

Key Responsibilities:

- Assist with capital dividend account and distribution planning
- Support estate, succession, and wealth transfer initiatives
- Coordinate with legal counsel and external tax advisors




- Respond to tax authority inquiries, audits, and information requests
- Identify improvements to tax processes and reporting

Requirements:

- CPA designation completed or nearing completion
- Two to four years in public accounting or similar
- Private Client Services or high net worth tax experience preferred
- Knowledge of owner-managed structures and tax considerations
- Strong attention to detail and deadline management

Apply your private client, estate, trust, and shareholder planning knowledge across KF Matheson’s family office workplace.

📌 Senior Private Client Tax Associate (Mississauga)
🏢 KF Matheson Investment Holdings
📍 Mississauga