Senior Tax Associate - Seattle - PathStone

    PathStone
    PathStone Seattle

    1 week ago

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    Description

    Job Title: Tax Senior

    We are seeking a Tax Senior to serve and anticipate all of our clients' tax and family office service needs in a timely and accurate manner.

    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.

    Services Offered

    • Tax planning and compliance
    • Insurance and risk management
    • Lifestyle management
    • Wealth and estate planning
    • Trust services
    • Philanthropy services

    We have 20+ office locations and more than $100 Billion in Assets Under Advisement and Administration. The number of Pathstone team members has more than doubled in the past five years.

    Our Mission

    As a Certified B Corporation, Pathstone seeks to make a difference in the lives of our clients and their families as well as to offer a positive and supportive work environment for our employees.

    Benefits

    • Comprehensive medical, vision, and dental coverage
    • Flexible spending
    • Flexible PTO
    • Life insurance
    • Education support
    • 401k plan
    • Parental leave

    Responsibilities:

    Tax Return Preparation

    • 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.

    Client Support

    • 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.

    Family Office Duties

    • 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.

    Requirements:

    Education and Experience

    • Bachelor's in accounting or other related fields.
    • 3 to 5 years public accounting tax experience with a Certified Public Accounting firm serving high net worth families or Family Office Services experience desirable.
    • CPA preferred.

    Pathstone is committed to creating a diverse environment and is proud to be an equal opportunity employer.

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Senior tax associate