Associate Tax Advisor

Job Summary

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Pathview Wealth Advisors is seeking a highly organized, client-focused Associate Tax Advisor to join our tax team.

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The Associate Tax Advisor is responsible for assisting with the preparation of federal, state, and local tax returns for individuals, businesses, trusts, and other entities. This role supports tax planning, compliance, and research activities while ensuring adherence to current tax laws and regulations. The Associate Tax Advisor works closely with our team and clients to gather financial information, analyze tax-related issues, identify potential tax-saving opportunities, and resolve tax matters. The ideal candidate possesses strong analytical skills, attention to detail, and a commitment to delivering accurate, timely, and client-focused service in a fast-paced environment.

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Position Qualifications

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• Bachelor’s degree in accounting or finance
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• CPA candidate
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• Proficient in Word, Excel, PowerPoint, Outlook and familiar with CCH
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• Must be organized, detail-oriented and able to multitask
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• Exceptional written and verbal communication skills
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• Ability to interact with clients in a professional manner
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• Team player, collaborative, able to work with others
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• Desire and ability to work successfully in a small company environment
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Duties and Responsibilities

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The Associate Tax Advisor can expect to focus on the following areas:

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• Assist in the preparation of federal and state income tax returns including corporate, individual, partnerships and trusts
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• Work with clients and our team on tax planning
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• Correspondence with the IRS and state taxing authorities
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• Perform other services and duties as assigned
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About Pathview Wealth Advisors

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Pathview Wealth Advisors is a fee-only Registered Investment Advisory (RIA) firm located in San Diego, California. We specialize in tax-first wealth management, helping clients integrate sophisticated tax planning and tax-aware investment strategies into their overall financial lives.

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Our team is made up of talented professionals who genuinely enjoy working together and supporting one another. We foster a collaborative, accountable, and positive workplace where every team member contributes to delivering an exceptional client experience. This culture allows us to create an environment where clients feel comfortable discussing their financial goals, concerns, and life transitions.

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It is an exciting time to join Pathview Wealth Advisors. We offer the opportunity to build a rewarding career at a growing fee-only wealth management firm where the focus is always on serving clients rather than selling products.

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Benefits

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• Health insurance
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• Employer 401(k) contribution
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• 36-hour work week
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• Business casual work environment
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• Complimentary personal training three days per week
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• Paid time off and company holidays
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• Opportunity to work alongside experienced tax and wealth management professionals
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• Supportive, team-focused culture with opportunities for professional growth
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Location: San Diego, CA

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Employment Type: Full-Time

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Compensation: Competitive and based on experience ($55k - $65k)

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Join a team that helps clients make smarter financial decisions through integrated tax planning and fee-only wealth management.