The Atlanta office is looking for a Tax Senior to serve and anticipate all of our clients’ tax and family office service needs in a timely and accurate manner.

COMPANY DESCRIPTION: Pathstone is one of the fastest-growing wealth management firms in the country, specializing in providing financial solutions and family office services to ultra-high net worth families, single family offices, and foundations and endowments.

Recently ranked the #2 RIA (Registered Investment Advisor) firm in the U.S. by Forbes, Pathstone has experienced significant growth over the past 5 years and currently oversees approximately $97B in assets under advisement and administration. As a certified B Corp, we seek to make a difference in the lives of our clients and their families as well as offer a positive and supportive work environment for our employees.

Although Pathstone currently has 19 locations across the country, the firm operates as one office and one team. Our team members are encouraged to pursue their passions by serving on a variety of committees within the firm covering important topics to our clients. Our talented people are our greatest asset and therefore we offer a competitive, comprehensive, and flexible benefits program that helps meet the challenging 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.

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 - Bachelor’s 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.