Payroll Specialist

Company Description: Pathstone is a growing wealth management firm serving ultra-high net worth families, single family offices, foundations, and endowments. We are united by a clear purpose: to help clients pursue their Preferred Life — with clarity, confidence, and long-term support across the full landscape of wealth and well-being.

Our services include investment advisory, as well as integrated planning and coordination across key areas such as tax strategy, risk management guidance, wealth and estate planning support, philanthropic planning, and family governance — helping clients navigate complexity and make informed decisions aligned with their goals.

With more than 20 office locations and over $100 billion in client assets under management, advisory, administration, and related services, Pathstone has expanded significantly over the past five years, reflecting sustained momentum and continued investment in our team and platform.

Pathstone is committed to making a meaningful difference for clients and their families, while fostering a supportive, purpose-driven environment for our professionals. Team members are encouraged to pursue their interests and contribute to the firm’s culture through committees and initiatives that help shape our shared mission.

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.

This role provides support to The People Office, accounting, finance and operations teams and reports to the firm’s Controller.

Key Responsibilities:

• Handle the Payroll process end to end including off-cycle processing for bi-weekly and semi-monthly payroll
• Manage payroll files and other record keeping items; process, post and edit new hires
• Provide assistance with troubleshooting and resolving employee pay questions/discrepancies
• Upload payroll journal entries and ensure that General Ledger coding is accurate
• Account reconciliation for payroll processed deductions
• Reviewing and processing of State Tax payments
• State registrations for payroll tax accounts
• Ad-Hoc Reporting and Analysis
• Analyze current workflow processes and offer up improvement suggestions
  
  

Qualifications:

Required:

• Bachelor’s degree in business, accounting, finance or related field
• 3-5 years of experience in multi-state Payroll role
• Ideally, competency working with UKG payroll system, PlanSource, and NetSuite.
• Strong Microsoft Office skills, especially Excel
• Strong attention to detail
• Ability to work independently and as part of a team
• Good listening and communication skills
• Willing to grow and take on additional responsibilities when needed and support other team members
  
  

Pay Transparency: Pathstone’s expected starting base compensation range for the position as of the time of this posting is $65,000 - $70,000 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.