Private Wealth Tax Associate - Family Office

Pathstone; Potomac (MD); On-site; USD 55,000 - 75,000; Full time

Benefits offered by this job

Comprehensive medical coverage

Flexible spending options

Flexible PTO

401(k) plan

Parental leave

Job summary

Pathstone in Potomac, Maryland is seeking a Tax Associate to support clients' tax and family office services. The ideal candidate has a Bachelor’s degree in accounting, at least 2 years of public accounting experience, and knowledge of tax strategy.

This position includes responsibilities such as preparing tax returns for partnerships and individuals, conducting tax research, and engaging in client meetings. Pathstone offers competitive benefits and a flexible work environment.

Qualifications

• 2+ years public accounting experience with a CPA firm serving high net worth families.
• 150 credit hours required to sit for CPA exam preferred.
• Experience in Family Office Services is desirable.

Responsibilities

• Complete work papers, tax projections, and tax returns for various entities.
• Conduct tax research to provide insight on client situations.
• Present periodically on tax technical topics.
• Manage multiple assignments and communicate project statuses.

Skills

Public accounting experience

Tax research

Client communication

Education

Bachelor’s degree in accounting or related fields

Graduate degree

Job description

Pathstone in Potomac, Maryland is seeking a Tax Associate to support clients' tax and family office services. The ideal candidate has a Bachelor’s degree in accounting, at least 2 years of public accounting experience, and knowledge of tax strategy.

This position includes responsibilities such as preparing tax returns for partnerships and individuals, conducting tax research, and engaging in client meetings. Pathstone offers competitive benefits and a flexible work environment.