Pathstone
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Director, Tax
role at
Pathstone . Pathstone is a partner‑owned wealth management firm serving ultra‑high net‑worth families, single family offices, foundations and endowments. We provide tax planning and compliance, insurance and risk management, lifestyle management, wealth and estate planning, trust services, and philanthropy services. With 20+ offices and more than $100 billion in assets under advisement, our team has doubled in size over the past five years. Responsibilities
Review and sign individual, gift, trust, partnership, and corporate multistate tax returns for completeness and accuracy, ensuring timely submission to taxing authorities. 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 act on internal and external communications in a timely manner. Monitor unique cash needs with accounting and investment groups to ensure adequate funds are available. Conduct an analytical review of quarterly financial reports to ensure all client activities are accurately reflected. Collaborate with other Pathstone departments to present deliverables at quarterly family meetings. Participate in quarterly family meetings either virtually or in person. Train and mentor the family office team. Deliver comprehensive family office service model to clients using advisory, tax, accounting, risk management, and wealth planning teams. Manage large client relationships, including economics, independently. Serve as a subject matter expert or lead tax management experience. Embrace and promote the firm’s innovation efforts. Participate in business development and cultivation of new clients. Other family office duties as assigned in estate & financial planning, philanthropy, and entity selection/structuring. Qualifications
Bachelor’s degree in accounting or related fields; Master of Taxation desirable. 10 years public accounting experience with a Certified Public Accounting firm serving high net‑worth families or family office services experience; extensive knowledge of reviewing and filing tax returns as a senior manager or executive. Strong communication, project management and prioritization skills. Pay Transparency:
Pathstone’s expected starting base compensation range for this position is $180,000 - $210,000 per year. The actual base compensation will be set based on experience, education, specialty and training. Successful candidates may also be eligible for a discretionary bonus award. We are unable to provide visa sponsorship for this position. Accordingly, we will not hire individuals who require, or will require, employment visa sponsorship now or in the future. Pathstone is proud to be an equal opportunity employer.
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Director, Tax
role at
Pathstone . Pathstone is a partner‑owned wealth management firm serving ultra‑high net‑worth families, single family offices, foundations and endowments. We provide tax planning and compliance, insurance and risk management, lifestyle management, wealth and estate planning, trust services, and philanthropy services. With 20+ offices and more than $100 billion in assets under advisement, our team has doubled in size over the past five years. Responsibilities
Review and sign individual, gift, trust, partnership, and corporate multistate tax returns for completeness and accuracy, ensuring timely submission to taxing authorities. 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 act on internal and external communications in a timely manner. Monitor unique cash needs with accounting and investment groups to ensure adequate funds are available. Conduct an analytical review of quarterly financial reports to ensure all client activities are accurately reflected. Collaborate with other Pathstone departments to present deliverables at quarterly family meetings. Participate in quarterly family meetings either virtually or in person. Train and mentor the family office team. Deliver comprehensive family office service model to clients using advisory, tax, accounting, risk management, and wealth planning teams. Manage large client relationships, including economics, independently. Serve as a subject matter expert or lead tax management experience. Embrace and promote the firm’s innovation efforts. Participate in business development and cultivation of new clients. Other family office duties as assigned in estate & financial planning, philanthropy, and entity selection/structuring. Qualifications
Bachelor’s degree in accounting or related fields; Master of Taxation desirable. 10 years public accounting experience with a Certified Public Accounting firm serving high net‑worth families or family office services experience; extensive knowledge of reviewing and filing tax returns as a senior manager or executive. Strong communication, project management and prioritization skills. Pay Transparency:
Pathstone’s expected starting base compensation range for this position is $180,000 - $210,000 per year. The actual base compensation will be set based on experience, education, specialty and training. Successful candidates may also be eligible for a discretionary bonus award. We are unable to provide visa sponsorship for this position. Accordingly, we will not hire individuals who require, or will require, employment visa sponsorship now or in the future. Pathstone is proud to be an equal opportunity employer.
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