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.
Qualifications
Bachelor’s degree in accounting or other 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.
Familiarity with or hands-on experience using AI-powered productivity tools to enhance efficiency, collaboration, and work quality strongly preferred.
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 - $65,000 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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