Pathstone
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The Atlanta office is looking for a Tax Director to lead the financial affairs of high-net-worth families, ensuring their tax, financial, personal, and business needs and expectations are met 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, foundations & endowments. We provide tax planning and compliance, insurance and risk management, lifestyle management, wealth & 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 while providing a positive and supportive work environment for team members.
Pathstone’s generous benefits include comprehensive medical, vision & dental coverage, flexible spending, flexible PTO, life insurance, education support, 401k plan, parental leave, and more.
Responsibilities
Review and sign individual, gift, trust, partnership, and corporate multistate tax returns for completeness and accuracy, ensuring they are submitted to the taxing authority in a timely manner.
Review and directly communicate quarterly and year‑end tax projections and other planning strategies.
Proactively lead the tax and other family office services for assigned families.
Review and take action on internal and external communications in a timely and accurate manner.
Monitor unique cash needs with accounting and investment groups to ensure that adequate funds are available to meet needs.
Conduct an analytical review of the quarterly financial report ensuring it completely and accurately reflects all clients’ financial activities.
Collaborate with other Pathstone departments to present deliverables at the quarterly family meetings.
Participate in quarterly family meetings either virtually or in person.
Train and mentor the family office team.
Proficient in delivering a comprehensive family office service model to clients utilizing advisory, tax, accounting, risk management, and wealth planning teams.
Ability to manage and lead large client relationships, including economics, without direction or oversight.
Subject‑matter expert or other tax management/leadership experience.
Ability to embrace and promote the firm's innovation efforts.
Participate in business development process and the cultivation of new clients.
Other family office duties as assigned and needed in areas such as estate & financial planning, philanthropy, and entity selection/structuring.
Requirements
Education – Bachelor’s degree in accounting or other related fields; Master of Taxation desirable.
Work experience – 10 years public accounting experience with a Certified Public Accounting firm serving high net‑worth families or Family Office Services experience, including extensive knowledge and experience with reviewing and filing tax returns as an experienced senior manager or executive.
CPA License required; CFP desirable.
Strong communication, project management, and prioritization skills.
Pay Transparency Pathstone’s expected starting base compensation range for the position as of the time of this posting is $180,000 – $210,000 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.
Equal Opportunity Pathstone is proud to be an equal opportunity employer.
#J-18808-Ljbffr
The Atlanta office is looking for a Tax Director to lead the financial affairs of high-net-worth families, ensuring their tax, financial, personal, and business needs and expectations are met 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, foundations & endowments. We provide tax planning and compliance, insurance and risk management, lifestyle management, wealth & 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 while providing a positive and supportive work environment for team members.
Pathstone’s generous benefits include comprehensive medical, vision & dental coverage, flexible spending, flexible PTO, life insurance, education support, 401k plan, parental leave, and more.
Responsibilities
Review and sign individual, gift, trust, partnership, and corporate multistate tax returns for completeness and accuracy, ensuring they are submitted to the taxing authority in a timely manner.
Review and directly communicate quarterly and year‑end tax projections and other planning strategies.
Proactively lead the tax and other family office services for assigned families.
Review and take action on internal and external communications in a timely and accurate manner.
Monitor unique cash needs with accounting and investment groups to ensure that adequate funds are available to meet needs.
Conduct an analytical review of the quarterly financial report ensuring it completely and accurately reflects all clients’ financial activities.
Collaborate with other Pathstone departments to present deliverables at the quarterly family meetings.
Participate in quarterly family meetings either virtually or in person.
Train and mentor the family office team.
Proficient in delivering a comprehensive family office service model to clients utilizing advisory, tax, accounting, risk management, and wealth planning teams.
Ability to manage and lead large client relationships, including economics, without direction or oversight.
Subject‑matter expert or other tax management/leadership experience.
Ability to embrace and promote the firm's innovation efforts.
Participate in business development process and the cultivation of new clients.
Other family office duties as assigned and needed in areas such as estate & financial planning, philanthropy, and entity selection/structuring.
Requirements
Education – Bachelor’s degree in accounting or other related fields; Master of Taxation desirable.
Work experience – 10 years public accounting experience with a Certified Public Accounting firm serving high net‑worth families or Family Office Services experience, including extensive knowledge and experience with reviewing and filing tax returns as an experienced senior manager or executive.
CPA License required; CFP desirable.
Strong communication, project management, and prioritization skills.
Pay Transparency Pathstone’s expected starting base compensation range for the position as of the time of this posting is $180,000 – $210,000 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.
Equal Opportunity Pathstone is proud to be an equal opportunity employer.
#J-18808-Ljbffr