Tax Associate

5 days ago


Seattle, Washington, United States PathStone Full time
About Pathstone

Pathstone is a dynamic, rapidly growing, partner-owned wealth management firm that serves ultra-high net worth families, single family offices, and foundations and endowments. Our comprehensive range of services and deep expertise goes far beyond investment advice. We provide tax planning and compliance, insurance and risk management, lifestyle management, wealth and estate planning, trust services, and philanthropy services. We have 20+ office locations and more than $100 Billion in Assets Under Advisement and Administration.

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.
Qualifications
  • Bachelor's degree in accounting or other related field.
  • 150 credit hours required to sit for CPA exam.
  • Graduate degree.
  • 2+ years public accounting experience with a Certified Public Accounting firm serving high net worth families or Family Office Services experience desirable.
Benefits
  • Comprehensive medical, vision, and dental coverage.
  • Flexible spending.
  • Flexible PTO.
  • Life insurance.
  • Education support.
  • 401k plan.
  • Parental leave.


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