Pathstone
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 are met in a timely and accurate manner.
Pathstone is a dynamic, rapidly growing, partner‑owned wealth management firm that serves ultra‑high net‑worth families, single family offices, foundations, and endowments. Our comprehensive range of services and deep expertise goes far beyond investment advice. We provide 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 more than $100 Billion in Assets Under Advisement and Administration. Our team size 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 offering a positive and supportive work environment for our team members. Our team members are encouraged to pursue their passions by serving on committees and initiatives that address topics of importance to our business. Our talented people are our greatest asset, so we offer a competitive, comprehensive, and flexible benefits program that meets the needs of our team members and their families. Pathstone’s generous benefits include medical, vision, and dental coverage; flexible spending; flexible PTO; life insurance; education support; a 401(k) 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 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 to meet needs.
Conduct an analytical review of quarterly financial reports to ensure they completely and accurately reflect all clients’ financial activities.
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 models to clients utilizing advisory, tax, accounting, risk management, and wealth planning teams.
Manage and lead large client relationships, including economics, without direction or oversight.
Act as a subject‑matter expert or hold other tax management/leadership experience.
Embrace and promote the firm’s innovation efforts.
Participate in the business development process and cultivating new clients.
Perform other family office duties as assigned in areas such as estate & financial planning, philanthropy, and entity selection/structuring.
Requirements
Education: Bachelor’s degree in accounting or related field; Master of Taxation desirable.
Work Experience – 10 years public accounting experience with a CPA firm serving high‑net‑worth families or Family Office Services experience desirable, including extensive knowledge and experience reviewing and filing tax returns as a 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 will be based on factors such as experience, education, specialty, and training. Eligible candidates may also receive a discretionary bonus award.
Visa Sponsorship We are unable to provide visa sponsorship for this position. Accordingly, we cannot hire individuals who require or will require employment visa sponsorship now or in the future.
Pathstone is proud to be an equal opportunity employer.
Seniority Level:
Director Employment Type:
Full‑time Job Function:
Accounting/Auditing and Finance
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Pathstone is a dynamic, rapidly growing, partner‑owned wealth management firm that serves ultra‑high net‑worth families, single family offices, foundations, and endowments. Our comprehensive range of services and deep expertise goes far beyond investment advice. We provide 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 more than $100 Billion in Assets Under Advisement and Administration. Our team size 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 offering a positive and supportive work environment for our team members. Our team members are encouraged to pursue their passions by serving on committees and initiatives that address topics of importance to our business. Our talented people are our greatest asset, so we offer a competitive, comprehensive, and flexible benefits program that meets the needs of our team members and their families. Pathstone’s generous benefits include medical, vision, and dental coverage; flexible spending; flexible PTO; life insurance; education support; a 401(k) 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 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 to meet needs.
Conduct an analytical review of quarterly financial reports to ensure they completely and accurately reflect all clients’ financial activities.
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 models to clients utilizing advisory, tax, accounting, risk management, and wealth planning teams.
Manage and lead large client relationships, including economics, without direction or oversight.
Act as a subject‑matter expert or hold other tax management/leadership experience.
Embrace and promote the firm’s innovation efforts.
Participate in the business development process and cultivating new clients.
Perform other family office duties as assigned in areas such as estate & financial planning, philanthropy, and entity selection/structuring.
Requirements
Education: Bachelor’s degree in accounting or related field; Master of Taxation desirable.
Work Experience – 10 years public accounting experience with a CPA firm serving high‑net‑worth families or Family Office Services experience desirable, including extensive knowledge and experience reviewing and filing tax returns as a 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 will be based on factors such as experience, education, specialty, and training. Eligible candidates may also receive a discretionary bonus award.
Visa Sponsorship We are unable to provide visa sponsorship for this position. Accordingly, we cannot hire individuals who require or will require employment visa sponsorship now or in the future.
Pathstone is proud to be an equal opportunity employer.
Seniority Level:
Director Employment Type:
Full‑time Job Function:
Accounting/Auditing and Finance
#J-18808-Ljbffr