Associate, Tax

Pathstone; New York (NY); On-site; USD 55,000 - 75,000; Full time

Benefits offered by this job

Comprehensive medical, vision, and dental coverage

Flexible spending options

Flexible PTO

Life insurance

Education support

401(k) plan

Parental leave

Job summary

Pathstone is seeking a Tax Associate in New York to provide timely and accurate tax services for clients. You will handle tax projections and returns, conduct research, and prepare materials for client meetings.

The ideal candidate holds a Bachelor's in accounting, has public accounting experience, and is familiar with high net worth families. The position offers a starting salary between $55,000 - $75,000 annually along with comprehensive benefits.

Qualifications

• 2+ years public accounting experience preferred.
• Experience with high net worth families or Family Office Services desirable.

Responsibilities

• Complete work papers, tax projections, and tax returns.
• Conduct tax research for client situations.
• Prepare deliverables for quarterly client meetings.
• Manage multiple assignments and communicate project statuses.

Skills

Public accounting experience

Tax research

Project management

Education

Bachelor’s degree in accounting or related fields

150 credit hours for CPA exam preferred

Graduate degree preferred

Job description

The Atlanta office is looking for a Tax Associate to serve our clients’ tax and family office service needs in a timely and accurate manner.

Company Description

Pathstone is a growing wealth management firm serving ultra-high net worth families, single family offices, foundations, and endowments. We are united by a clear purpose: to help clients pursue their Preferred Life — with clarity, confidence, and long-term support across the full landscape of wealth and well-being.

Our services include investment advisory, as well as integrated planning and coordination across key areas such as tax strategy, risk management guidance, wealth and estate planning support, philanthropic planning, and family governance — helping clients navigate complexity and make informed decisions aligned with their goals.

With more than 20 office locations and over $100 billion in client assets under management, advisory, administration, and related services, Pathstone has expanded significantly over the past five years, reflecting sustained momentum and continued investment in our team and platform.

Pathstone is committed to making a meaningful difference for clients and their families, while fostering a supportive, purpose-driven environment for our professionals. Team members are encouraged to pursue their interests and contribute to the firm’s culture through committees and initiatives that help shape our shared mission.

Our people are our greatest asset, and we offer a competitive, flexible benefits program designed to support life both inside and outside of work.

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

Qualifications

• Bachelor’s degree in accounting or 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
• Conduct 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

Pay Transparency

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.

Visa Sponsorship

Please note, we are unable to provide visa sponsorship for the position offered. Accordingly, we are unable to hire individuals who require, or will require, employment visa sponsorship either now or in the future.

Equal Opportunity Employer

Pathstone is proud to be an equal opportunity employer.

Candidate Communication

As you explore opportunities, know that Pathstone communicates with candidates exclusively through an @pathstone.com email address. We do not make unsolicited job offers, and we will never ask for personal or financial information through email or web forms. If you receive outreach that appears to be from Pathstone but originates from a different domain, please disregard it.