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Tax Senior

Job

Pathstone

Newtown Square, PA (In Person)

Full-Time

Posted 4 weeks ago (Updated 2 days ago) • Actively hiring

Expires 6/21/2026

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Job Description

Tax Senior - HNW/Family OfficePosition OverviewWe are seeking a knowledgeable and detail-oriented Tax Senior to join our team, focusing on high-net-worth individuals and family offices. The ideal candidate will provide expert tax planning and compliance services, ensuring our clients' financial strategies align with their long-term goals.

Key ResponsibilitiesPrepare and review complex tax returns for high-net-worth individuals and family officesProvide tax planning strategies to optimize clients' tax positionsConduct research on tax issues and stay updated on tax law changesDevelop and maintain strong client relationships through excellent communication and serviceCollaborate with wealth management teams to integrate tax strategies with overall financial planningQualificationsBachelor's degree in Accounting, Finance, or related fieldEA or CPA certification preferredMinimum of 4 years of tax experience, preferably with high-net-worth individualsStrong understanding of family office structures and wealth management strategiesExcellent analytical and problem-solving skillsProficient in tax software and Microsoft Office Suite

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