Tax Associate

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Pathstone is a dynamic, rapidly growing, partner-owned wealth management firm serving ultra-high net worth families, single family offices, foundations, and endowments. We offer a comprehensive range of services including tax planning and compliance, insurance and risk management, lifestyle management, wealth and estate planning, trust services, and philanthropy. With over 20 offices and more than $100 billion in assets under advisement and administration, our team has more than doubled in the past five years.

As a Certified B Corporation, we aim to positively impact our clients and their families and foster a supportive work environment. Our team members are encouraged to pursue passions through various committees and initiatives. We offer a competitive benefits package including medical, vision, dental, flexible spending, PTO, life insurance, education support, 401k, parental leave, and more.

• Bachelor’s degree in accounting or related field.
• 150 credit hours required to sit for the CPA exam.
• Graduate degree preferred.
• At least 2 years of public accounting experience with a CPA firm serving high net worth families or Family Office Services is desirable.

• Complete work papers, tax projections, and returns for partnerships, trusts, individuals, and foundations.
• Conduct tax research to provide insights for client situations.
• Prepare deliverables for quarterly client meetings across Tax, Philanthropy, Insurance, and accounting services.
• Participate in weekly scheduling meetings.
• Present on current tax technical topics periodically.
• Manage multiple assignments and communicate project statuses.
• Perform other family office duties as needed.

Starting salary ranges from $55,000 to $75,000 annually, based on experience, education, and training. Discretionary bonuses may also be available.

Pathstone is committed to diversity and equal opportunity employment.

• Seniority level:
  Entry level
• Employment type:
  
  Full-time
• Job function:
  Accounting/Auditing and Finance