Tax Associate — Family Office for UHNW Clients

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

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.