Pathstone
Company Description
Pathstone is a dynamic, rapidly growing, partner‑owned wealth management firm that serves ultra‑high-net‑worth families, single family offices, foundations and endowments. We provide tax planning, compliance, insurance & risk management, lifestyle, wealth & estate planning, trust and philanthropy services. We have 20+ office locations and over $100B in Assets Under Advisement and Administration. Pathstone is a Certified B Corporation committed to positive impact. Responsibilities
Review and sign individual, gift, trust, partnership, and corporate multistate tax returns for completeness and accuracy, ensuring that 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. Reviewing and taking 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 that it completely and accurately reflects all of the clients’ financial activities. Collaborate with the other Pathstone departments to present the 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 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 cultivating 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 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 desirable, 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 is $180,000 – $210,000 per year. The actual base compensation will be based on experience, education, specialty and training. Successful candidates 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 Employer
Pathstone is proud to be an equal opportunity employer. Seniority level
Director Employment type
Full‑time Job function
Accounting/Auditing and Finance Referrals increase your chances of interviewing at Pathstone by 2x. Get notified about new Tax Director jobs in Potomac, MD.
#J-18808-Ljbffr
Pathstone is a dynamic, rapidly growing, partner‑owned wealth management firm that serves ultra‑high-net‑worth families, single family offices, foundations and endowments. We provide tax planning, compliance, insurance & risk management, lifestyle, wealth & estate planning, trust and philanthropy services. We have 20+ office locations and over $100B in Assets Under Advisement and Administration. Pathstone is a Certified B Corporation committed to positive impact. Responsibilities
Review and sign individual, gift, trust, partnership, and corporate multistate tax returns for completeness and accuracy, ensuring that 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. Reviewing and taking 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 that it completely and accurately reflects all of the clients’ financial activities. Collaborate with the other Pathstone departments to present the 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 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 cultivating 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 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 desirable, 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 is $180,000 – $210,000 per year. The actual base compensation will be based on experience, education, specialty and training. Successful candidates 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 Employer
Pathstone is proud to be an equal opportunity employer. Seniority level
Director Employment type
Full‑time Job function
Accounting/Auditing and Finance Referrals increase your chances of interviewing at Pathstone by 2x. Get notified about new Tax Director jobs in Potomac, MD.
#J-18808-Ljbffr