Company:

The Atlanta office is looking for a Tax Manager proactively manage and coordinate the financial affairs of the high-net-worth families, resulting in their financial and business needs and expectations being met in a timely and accurate manner.

RESPONSIBILITIES:

·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.

·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.

·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 - Bachelors in Accounting or other related fields

·Work Experience - 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

·Licensing and/or Certification - CPA preferred

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