Senior Private Client Tax Associate

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 planningSupport estate, succession, and wealth transfer initiativesCoordinate with legal counsel and external tax advisorsRespond to tax authority inquiries, audits, and information requestsIdentify improvements to tax processes and reportingRequirements:
CPA designation completed or nearing completionTwo to four years in public accounting or similarPrivate Client Services or high net worth tax experience preferredKnowledge of owner-managed structures and tax considerationsStrong attention to detail and deadline managementApply your private client, estate, trust, and shareholder planning knowledge across KF Matheson’s family office environment.
#J-18808-Ljbffr