Senior Tax Associate

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

Benefits offered by this job

Shuttle service

Hybrid work model

Volunteer day

On-site training

Tuition reimbursement

Health spending account

Employee clubs

Job summary

KF Matheson Investment Holdings is seeking a Senior Tax Associate to join the Finance team and support tax compliance, reporting, planning initiatives, and audits across the family office and related entities.

You will work closely with the Senior Manager, Tax and internal and external advisors to ensure compliance with evolving tax legislation, identify process improvements, and help guide business decisions.

Qualifications

• 4-6 years of progressive tax experience in public accounting or industry.
• Strong knowledge of Canadian corporate income tax principles.
• Proficiency with MS Excel and tax/accounting software.
• Excellent analytical, organizational and communication skills.

Responsibilities

• Assist with preparation of corporate, personal, trust and foundation income tax returns.
• Support GST/HST, U.S. Sales Tax and other tax filings.
• Coordinate tax audits, government reviews and information requests.
• Research tax legislation and provide guidance on tax implications of transactions.
• Prepare draft tax memoranda outlining implications and filing positions.
• Support estate planning within the family office structure.
• Maintain tax calendars and ensure deadlines are met.
• Assist with foreign tax compliance requirements including VAT and employment taxes.
• Assist SR&ED claim preparation and government grants.
• Monitor legislative developments impacting the organization and investments.
• Identify opportunities to improve tax processes and documentation.
• Support cross-functional projects as needed.

Skills

Canadian tax knowledge

Excel

Analytical skills

Organizational skills

Communication

Attention to detail

Multitasking

Independent & collaborative work

Education

CPA Canada In-Depth Tax Program

Tools

Tax software

Accounting software

Job description

Reporting to the Senior Manager, Tax, the Senior Tax Associate will be an integral part of the Finance team and will be responsible for supporting tax compliance, reporting, planning initiatives, and audits across the KF Matheson family office and related operating entities. Working closely with internal stakeholders and external advisors, the successful candidate will help ensure compliance with evolving tax legislation, support business decisions, and identify opportunities to improve processes and manage tax risk.

Your Impact

The person in this role will work closely with the Senior Manager, Tax and other members of the Finance team to support tax compliance, reporting, planning initiatives and audits across the KF Matheson family office and related operating entities. Working closely with internal stakeholders and external advisors, the successful candidate will help ensure compliance with evolving tax legislation while supporting business decisions and identifying opportunities to improve processes and manage tax risk.

Specifically, the responsibilities will include:

• Assisting with the preparation of corporate, personal, trust and foundation income tax returns.
• Supporting indirect tax compliance activities, including GST/HST, U.S. Sales Tax and other applicable tax filings.
• Coordinating tax audits, government reviews and information requests.
• Researching tax legislation and providing practical guidance on the tax implications of business transactions.
• Preparing draft tax memoranda outlining tax implications and recommended filing positions.
• Supporting estate planning initiatives within the family office structure.
• Maintaining tax calendars and ensuring compliance requirements and filing deadlines are met.
• Supporting foreign tax compliance requirements, including VAT and employment taxes.
• Assisting with SR&ED claim preparation and other government grant programs.
• Monitoring legislative and regulatory developments that may impact the organization and its investments.
• Identifying opportunities to improve tax processes, documentation, and automation.
• Supporting special projects and cross-functional initiatives, as required.

Required Qualifications & Experience:

• 4-6 years of progressive experience in a public accounting or industry tax role.
• Strong knowledge of Canadian corporate income tax principles and compliance requirements.
• Strong Microsoft Excel skills and proficiency with tax and accounting 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 both independently and collaboratively as part of a small team.

Preferred Qualifications:

• Enrollment in, or completion of, the CPA Canada In-Depth Tax Program.
• Experience with tax provisions and financial reporting.
• Exposure to trusts, foundations, private company structures or family office environments.
• Experience supporting foreign tax compliance requirements.
• Proven ability to identify process improvements and implement more efficient ways of working.

Our Distinctive Edge

• Effortless commute: say goodbye to commuting challenges/hassles with our complimentary shuttles and subsidized transit options, making your journey to work a breeze.
• Work-life integration: Embrace a well-balanced work-life rhythm through our hybrid model and flexible hours, empowering you to thrive both personally and professionally.
• 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 tuition reimbursement and a health spending account.
• Unleash your spirit: Join a thriving workplace culture filled with employee-led clubs, campaigns, sports teams, and exhilarating activities - fostering camaraderie and fun.

Our Impact

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 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.