Tax Senior Associate

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 $185 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. Benefits include comprehensive medical, vision, and dental coverage, flexible spending options, flexible PTO, life insurance, education support, a 401(k) plan, parental leave, and more.

Job Description: We are looking for a Tax Senior to serve and anticipate all of our clients’ tax and family office service needs in a timely and accurate manner.

Key Responsibilities:

• Drive the tax return preparation process and estimates to produce timely, compliant tax returns.
• Leverage staff and intern support through effective communication regarding workflow.
• Assist managers with initial detail review of individual, trust, partnership, and multistate tax returns, quarterly reports, and other family office projects.
• Proactively manage and organize the clients' relevant financial information, resulting in a complete and accurate family database.
• Input all the tax information to prepare complex tax returns.
• Use available information to prepare and review quarterly projections and tax estimates for the clients enabling effective tax and financial planning.
• Using all available resources, assist with the preparation of the family office deliverables for client quarterly meetings.
• Research, recommend and follow up on various tax and financial planning and other ad hoc requests.
• Other family office duties as assigned or needed.

Qualifications:

• Bachelor’s in accounting or other related field is required. CPA is preferred.
• 3 to 5 years’ public accounting tax experience with a Certified Public Accounting firm serving high net worth families or Family Office Services experience is preferred.
• Familiarity with or hands-on experience using AI-powered productivity tools to enhance efficiency, collaboration, and work quality is strongly preferred.

Pay Transparency: Pathstone’s expected starting base compensation range for the position as of the time of this posting is $70,000 - $89,000 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.

Pathstone is proud to be an equal opportunity employer.

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.  

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