Tax Senior

Job in Broomall, Delaware County, Pennsylvania, 19008, USA

Listing for: Pathstone

Full Time position
Listed on 2026-07-01

Job specializations:

Finance & Banking
Tax Accountant, Tax Advisor, Tax Manager, Accounting & Finance

Tax Senior - HNW/Family Office

We are seeking a knowledgeable and detail-oriented Tax Senior to join our team, focusing on high-net-worth individuals and family offices. The ideal candidate will provide expert tax planning and compliance services, ensuring our clients' financial strategies align with their long-term goals.

Key Responsibilities

Prepare and review complex tax returns for high-net-worth individuals and family offices
Provide tax planning strategies to optimize clients' tax positions
Conduct research on tax issues and stay updated on tax law changes
Develop and maintain strong client relationships through excellent communication and service
Collaborate with wealth management teams to integrate tax strategies with overall financial planning

Qualifications

Bachelor's degree in Accounting, Finance, or related field
EA or CPA certification preferred
Minimum of 4 years of tax experience, preferably with high-net-worth individuals
Strong understanding of family office structures and wealth management strategies
Excellent analytical and problem-solving skills
Proficient in tax software and Microsoft Office Suite

For this position you must be currently authorized to work in the United States. We do not sponsor for this position.

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