Associate, Tax

Qualifications

• Bachelor’s degree in accounting or other related fields.
• 150 credit hours required to sit for CPA exam preferred.
• Graduate degree preferred.
• 2+ years public accounting experience with a Certified Public Accounting firm serving high net worth families or Family Office Services experience desirable.

Job Responsibilities

• Complete work papers, tax projections, and tax returns for partnerships, trusts, individuals, and private foundations.
• Congduct tax research to provide insight to specific client situations.
• Prepare deliverables for quarterly client meetings for Tax, Philanthropy, Insurance, and accounting service areas.
• Participate in weekly scheduling meetings.
• Present periodically on a tax technical topic from a selection of current topics.
• Manage multiple assignments and communicate project statuses with team.
• Other family office duties as assigned or needed.

Benefits

• Comprehensive medical, vision, and dental coverage.
• Flexible spending options.
• Flexible PTO.
• Life insurance.
• Education support.
• A 401(k) plan.
• Parenthood leave.

Pay

Pathstone’s expected starting base compensation range for the position as of the time of this posting is $55,000 - $75,000 per year. The actual base compensation selected for this role will be set based on a variety of factors, including (but not limited to) experience, education, specialty and training. The successful candidate(s) may also be eligible for a discretionary bonus award.