Pathstone
Join to apply for the
Tax Associate
role at
Pathstone . 5 days ago Be among the first 25 applicants. 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 services include 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 manage over $100 Billion in Assets Under Advisement and Administration. The team has more than doubled in size over the past five years. As a Certified B Corporation, Pathstone aims to positively impact our clients and their families, while fostering a supportive work environment. We encourage team members to pursue their passions through involvement in committees and initiatives. Our benefits include comprehensive medical, vision, dental coverage, flexible spending, PTO, life insurance, education support, 401k, parental leave, and more. Qualifications:
Bachelor’s degree in accounting or related field. 150 credit hours required to sit for the CPA exam. Graduate degree preferred. At least 2 years of public accounting experience with a CPA firm serving high net worth families or Family Office Services experience is desirable. Job Responsibilities:
Complete work papers, tax projections, and tax returns for partnerships, trusts, individuals, and private foundations. Conduct tax research to provide insights for specific client situations. Prepare deliverables for quarterly client meetings across Tax, Philanthropy, Insurance, and accounting services. Participate in weekly scheduling meetings. Periodically present on current tax technical topics. Manage multiple assignments and communicate project statuses effectively. Perform other family office duties as assigned. Pay Transparency:
Starting salary range is $55,000 - $75,000 annually, based on experience, education, and other factors. Discretionary bonuses may also be offered. Additional Information:
Pathstone is an equal opportunity employer committed to diversity. Job Details:
Seniority level: Entry level Employment type: Full-time Job function: Accounting/Auditing and Finance
#J-18808-Ljbffr
Tax Associate
role at
Pathstone . 5 days ago Be among the first 25 applicants. 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 services include 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 manage over $100 Billion in Assets Under Advisement and Administration. The team has more than doubled in size over the past five years. As a Certified B Corporation, Pathstone aims to positively impact our clients and their families, while fostering a supportive work environment. We encourage team members to pursue their passions through involvement in committees and initiatives. Our benefits include comprehensive medical, vision, dental coverage, flexible spending, PTO, life insurance, education support, 401k, parental leave, and more. Qualifications:
Bachelor’s degree in accounting or related field. 150 credit hours required to sit for the CPA exam. Graduate degree preferred. At least 2 years of public accounting experience with a CPA firm serving high net worth families or Family Office Services experience is desirable. Job Responsibilities:
Complete work papers, tax projections, and tax returns for partnerships, trusts, individuals, and private foundations. Conduct tax research to provide insights for specific client situations. Prepare deliverables for quarterly client meetings across Tax, Philanthropy, Insurance, and accounting services. Participate in weekly scheduling meetings. Periodically present on current tax technical topics. Manage multiple assignments and communicate project statuses effectively. Perform other family office duties as assigned. Pay Transparency:
Starting salary range is $55,000 - $75,000 annually, based on experience, education, and other factors. Discretionary bonuses may also be offered. Additional Information:
Pathstone is an equal opportunity employer committed to diversity. Job Details:
Seniority level: Entry level Employment type: Full-time Job function: Accounting/Auditing and Finance
#J-18808-Ljbffr