What are the responsibilities and job description for the Tax Associate position at Pathstone?
The Atlanta office is looking for a Tax Associate to serve our clients’ tax and family office service needs in a timely and accurate manner.
Company Description: 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. Our comprehensive range of services and deep expertise goes far beyond investment advice. We provide tax planning and compliance, insurance and risk management, lifestyle management, wealth and estate planning, trust services, and 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.
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. Our team members are encouraged to pursue their passions by serving on committees and initiatives addressing topics of importance to our business. Our talented people are our greatest asset and therefore we offer a competitive, comprehensive, and flexible benefits program that helps meet the needs of our team members and their families. Pathstone’s generous benefits include comprehensive medical, vision, and dental coverage, flexible spending, flexible PTO, life insurance, education support, 401k plan, parental leave, and more.
Qualifications:
Pathstone is committed to creating a diverse environment and is proud to be an equal opportunity employer.
Company Description: 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. Our comprehensive range of services and deep expertise goes far beyond investment advice. We provide tax planning and compliance, insurance and risk management, lifestyle management, wealth and estate planning, trust services, and 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.
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. Our team members are encouraged to pursue their passions by serving on committees and initiatives addressing topics of importance to our business. Our talented people are our greatest asset and therefore we offer a competitive, comprehensive, and flexible benefits program that helps meet the needs of our team members and their families. Pathstone’s generous benefits include comprehensive medical, vision, and dental coverage, flexible spending, flexible PTO, life insurance, education support, 401k plan, parental leave, and more.
Qualifications:
- Bachelor’s degree in accounting or other related
- 150 credit hours required to sit for CPA exam
- Graduate degree
- 2 years public accounting experience with a Certified Public Accounting firm serving high net worth families or Family Office Services experience desirable.
- Complete work papers, tax projections, and tax returns for partnerships, trusts, individuals, and private foundations.
- Conduct tax research to provide insight to specific client situations.
- Prepare deliverables for quarterly client meetings for Tax, Philanthropy, Insurance, and accounting service areas.
- Participate in weekly scheduling meetings.
- Present periodically on a tax technical topic from a selection of current topics.
- Manage multiple assignments and communicate project statuses with team.
- Other family office duties as assigned or needed.
Pathstone is committed to creating a diverse environment and is proud to be an equal opportunity employer.
Salary : $55,000 - $75,000
