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.
Company Description Pathstone is a dynamic, rapidly growing, partner-owned wealth management firm serving ultra-high net worth families, single family offices, and foundations and endowments. Our comprehensive range of services and deep expertise extend 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, and our team has more than doubled in size over 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, supportive work environment for our team. Employees are encouraged to pursue their passions through committees and initiatives that address important business topics. We offer a competitive, comprehensive, and flexible benefits program including medical, vision, and dental coverage, flexible spending, flexible PTO, life insurance, education support, 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 timely submission to the taxing authority.
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.
Respond to internal and external communications in a timely and accurate 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 confirm they accurately reflect all client financial activities.
Collaborate with other Pathstone departments to present deliverables at quarterly family meetings.
Participate in quarterly family meetings (virtually or in person).
Train and mentor the family office team.
Deliver comprehensive family office service model to clients utilizing advisory, tax, accounting, risk management, and wealth planning teams.
Manage and lead large client relationships, including economics, without direction or oversight.
Serve as subject‑matter expert or demonstrate related tax management/leadership experience.
Embrace and promote the firm’s innovation efforts.
Participate in business development processes and the cultivation of new clients.
Perform other family office duties as assigned in areas such as estate & financial planning, philanthropy, and entity selection/structuring.
Requirements
Bachelor’s degree in accounting or related field; Master of Taxation desirable.
10+ years of 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 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 is $180,000 - $210,000 per year. The actual base compensation selected will depend on experience, education, specialty, and training. The successful candidate may also be eligible for 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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Company Description Pathstone is a dynamic, rapidly growing, partner-owned wealth management firm serving ultra-high net worth families, single family offices, and foundations and endowments. Our comprehensive range of services and deep expertise extend 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, and our team has more than doubled in size over 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, supportive work environment for our team. Employees are encouraged to pursue their passions through committees and initiatives that address important business topics. We offer a competitive, comprehensive, and flexible benefits program including medical, vision, and dental coverage, flexible spending, flexible PTO, life insurance, education support, 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 timely submission to the taxing authority.
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.
Respond to internal and external communications in a timely and accurate 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 confirm they accurately reflect all client financial activities.
Collaborate with other Pathstone departments to present deliverables at quarterly family meetings.
Participate in quarterly family meetings (virtually or in person).
Train and mentor the family office team.
Deliver comprehensive family office service model to clients utilizing advisory, tax, accounting, risk management, and wealth planning teams.
Manage and lead large client relationships, including economics, without direction or oversight.
Serve as subject‑matter expert or demonstrate related tax management/leadership experience.
Embrace and promote the firm’s innovation efforts.
Participate in business development processes and the cultivation of new clients.
Perform other family office duties as assigned in areas such as estate & financial planning, philanthropy, and entity selection/structuring.
Requirements
Bachelor’s degree in accounting or related field; Master of Taxation desirable.
10+ years of 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 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 is $180,000 - $210,000 per year. The actual base compensation selected will depend on experience, education, specialty, and training. The successful candidate may also be eligible for 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