Senior Tax Associate

KF Matheson Investment Holdings; Mississauga; On-site; CAD 90,000 - 110,000; Full time

Benefits offered by this job

RRSP matching

Tuition reimbursement

Health spending account

On-site training & development

Job summary

KF Matheson seeks a Senior Tax Associate to join the family office tax team in Mississauga. You will report to the Senior Tax Manager and support tax compliance, planning, and advisory needs for shareholders, trusts, foundations, and holding companies.

You will gain exposure to private client taxation, estate and trust structures, and CCPC planning, with opportunities for growth in a small team environment and a culture of collaboration.

Qualifications

• CPA designation completed or nearing completion.
• 2–4 years of progressive tax experience in a public accounting firm or similar environment.
• Strong knowledge of Canadian personal, trust and private corporation taxation.
• Experience preparing personal, trust and corporate income tax returns.
• Strong understanding of owner-managed business structures and related tax considerations.
• Strong Microsoft Excel skills and proficiency with tax software.
• Excellent analytical, organizational and communication skills.
• Strong attention to detail and commitment to accuracy.
• Proven ability to manage multiple priorities and deadlines.

Responsibilities

• Assisting with the preparation of personal income tax returns and trust income tax returns.
• Assisting with the preparation of corporate income tax returns for investment holding and operating entities.
• Supporting tax planning initiatives for shareholders, trusts and private corporations.
• Assisting with capital dividend account (CDA) planning, shareholder distribution planning, and other high net worth tax planning strategies, including estate, succession and wealth transfer planning initiatives.
• Coordinating with external tax advisors, legal counsel, and family office stakeholders on planning, compliance, and legal matters.
• Researching domestic and international tax legislation and administrative guidance and summarizing findings for the internal stakeholders.
• Preparing tax memoranda outlining tax implications and recommendations.
• Monitoring filing requirements and maintaining tax compliance calendars to ensure deadlines are met.
• Assisting with responses to tax authority inquiries, audits and information requests.
• Identifying opportunities to improve tax processes, documentation and reporting.
• Assisting with international tax planning and coordinating international tax filings.
• Gaining exposure to tax reporting, indirect taxes, and other specialized tax matters (e.g., SR&ED).

Skills

Tax planning

Analytical skills

Excel proficiency

Communication

Independent worker

Education

CPA designation

Tools

Tax software

Job description

Reporting to the Senior Tax Manager, the Senior Tax Associate will be an integral part of the KF Matheson family office tax team. This role is ideal for a tax professional currently working in a public accounting firm's Private Client Services group or a comparable tax practice who is looking to move beyond traditional client service work and become deeply involved in the tax planning and compliance affairs of a sophisticated family office.

Your Impact

The person in this role will work closely with the Senior Tax Manager to support the tax compliance, planning, and advisory needs of the family office, its shareholders, trusts, foundations, and related holding and operating companies. This role provides significant exposure to private client taxation, estate and trust structures, and CCPC tax planning.

Specifically, the responsibilities will include:

• Assisting with the preparation of personal income tax returns and trust income tax returns.
• Assisting with the preparation of corporate income tax returns for investment holding, and operating entities.
• Supporting tax planning initiatives for shareholders, trusts and private corporations.
• Assisting with capital dividend account (CDA) planning, shareholder distribution planning, and other high net worth tax planning strategies, including estate, succession and wealth transfer planning initiatives.
• Coordinating with external tax advisors, legal counsel, and family office stakeholders on planning, compliance, and legal matters.
• Researching domestic and international tax legislation and administrative guidance and summarizing findings for the internal stakeholders.
• Preparing tax memoranda outlining tax implications and recommendations.
• Monitoring filing requirements and maintaining tax compliance calendars to ensure deadlines are met.
• Assisting with responses to tax authority inquiries, audits and information requests.
• Identifying opportunities to improve tax processes, documentation and reporting.
• Assisting with international tax planning and coordinating international tax filings.
• Gaining exposure to tax reporting, indirect taxes, and other specialized tax matters (e.g., SR&ED).

Required Qualifications & Experience

• CPA designation completed or nearing completion.
• 2-4 years of progressive tax experience in a public accounting firm or similar environment.
• Strong knowledge of Canadian personal, trust and private corporation taxation.
• Experience preparing personal, trust and corporate income tax returns.
• Strong understanding of owner-managed business structures and related tax considerations.
• Strong Microsoft Excel skills and proficiency with tax software.
• Excellent analytical, organizational and communication skills.
• Strong attention to detail and commitment to accuracy.
• Proven ability to manage multiple priorities and deadlines.
• Self-starter mindset with the ability to work independently and collaboratively in a small team environment.

Preferred Qualifications

• Completion of, or enrollment in, the CPA Canada In-Depth Tax Program.
• Experience in Private Client Services, Estate & Trust, or High Net Worth Tax practice.
• Familiarity with estate planning, succession planning and wealth transfer strategies.
• Experience preparing tax research, memoranda or technical analyses.

Our Distinctive Edge

• Effortless commute: Say goodbye to commuting hassles with our complimentary shuttles and subsidized transit options, making your journey to the office a breeze.
• Work-life integration: Enjoy flexibility with one work-from-home day per week and flexible hours that help you manage life outside the office.
• Making a difference: Be a force for good with one dedicated day off for impactful volunteering, supporting causes close to your heart.
• Nurturing your career: Propel your career forward with abundant opportunities for on-site training, workshops, and personal development.
• Rewards that count: Reap the benefits of our comprehensive rewards package, including RRSP matching, tuition reimbursement, and a health spending account.
• Community and connection: Join a thriving workplace culture filled with employee-led clubs, campaigns, sports teams, and exhilarating activities - fostering camaraderie and fun.

About KF Matheson

KF Matheson manages and invests family office and foundation assets while providing strategic and operational support to related operating entities, including Baylis Medical Technologies.

Through thoughtful stewardship, long-term planning and a commitment to continuous improvement, our team helps support the growth and success of both the family office and the businesses we serve.

KF Matheson is an equal opportunity employer and encourages applications from all qualified individuals.

Please inform us if you require any accommodation during the recruitment process.

Take the Leap

We are looking for talented individuals to join KF Matheson and make a meaningful impact across a diverse and evolving family office environment.

This is an opportunity to gain in-depth exposure to a broad range of activities spanning tax, accounting, investments, foundations and operating businesses. Working alongside experienced professionals, you will contribute to initiatives that support long-term stewardship, informed decision-making and sustainable growth across the family office and related entities.

Whether supporting compliance requirements, advising on complex tax matters, contributing to planning initiatives or partnering with stakeholders across the organization, you will play an important role in helping the team deliver value and achieve its objectives.

While we thank all applicants, only those being considered for an interview will be contacted.

This role has a base salary range of $90,000 CAD to $110,000 CAD. Final offers are determined based on individual skills, experience, qualifications, location, and other job-related factors.