Tax Associate — Family Office for UHNW Clients

Pathstone; Newtown Square (Delaware County); 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 Newtown Square, Delaware County to provide tax and family office services. The role involves tax return preparation, conducting tax research, and developing deliverables for client meetings.

Ideal candidates will hold a Bachelor’s degree in accounting, have CPA exam credit hours, and 2+ years of public accounting experience. The starting compensation is between $55,000 and $75,000 annually, with eligibility for a discretionary bonus.

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 CPA firm.

Responsibilities

• Complete work papers, tax projections, and tax returns for various entities.
• Conduct tax research for specific client situations.
• Prepare deliverables for quarterly client meetings.
• Participate in weekly scheduling meetings.
• Present on tax technical topics periodically.
• Manage multiple assignments and communicate project statuses.
• Other family office duties as assigned.

Education

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

Job description

Pathstone is seeking a Tax Associate in Newtown Square, Delaware County to provide tax and family office services. The role involves tax return preparation, conducting tax research, and developing deliverables for client meetings.

Ideal candidates will hold a Bachelor’s degree in accounting, have CPA exam credit hours, and 2+ years of public accounting experience. The starting compensation is between $55,000 and $75,000 annually, with eligibility for a discretionary bonus.