Senior Associate, Tax

The Atlanta office is looking for a Tax Senior to serve and anticipate all of our clients’ tax and family office service needs in a timely and accurate manner.

COMPANY DESCRIPTION:

Pathstone is an independently operated partner-owned advisory firm, offering families, family offices, and select nonprofit institutions comprehensive family office services and customized investment advice. We seek to make a difference in the lives of our clients and their families and offer a holistic and clear path for professional and personal growth. Pathstone has 14 locations around the country but operates as one office and one team. Applicants should be individuals who thrive on collaboration and are eager to work with a growing and diverse team.

Our team members are encouraged to pursue their passions by serving on a variety of committees within the firm covering a variety of interesting topics. We also offer LinkedIn Learnings to our team members for opportunities for personal and professional enrichment. Our talented people are our greatest asset; therefore, we offer a competitive, comprehensive and flexible benefits program that helps meet the challenging needs of our employees and their families. Pathstone’s generous benefits include comprehensive medical, vision, and dental coverage, flexible spending, flexible PTO, life insurance, education support, 401k plan, parental leave, and more.

RESPONSIBILITIES:

·         Drive the tax return preparation process and estimates to produce timely, compliant tax returns.

·         Leverage staff and intern support through effective communication regarding workflow.

·         Assist managers with initial detail review of individual, trust, partnership, and multistate tax returns, quarterly reports, and other family office projects.

·         Proactively manage and organize the clients' relevant financial information, resulting in a complete and accurate family database.

·         Input all the tax information to prepare complex tax returns.

·         Use available information to prepare and review quarterly projections and tax estimates for the clients enabling effective tax and financial planning.

·         Using all available resources, assist with the preparation of the family office deliverables for client quarterly meetings.

·         Research, recommend and follow up on various tax and financial planning and other ad hoc requests.

·         Other family office duties as assigned or needed.

REQUIREMENTS:

·         Education - Bachelor’s in accounting or other related fields

·         Work Experience - 3 to 5 years public accounting tax experience with a Certified Public Accounting firm serving high net worth families or Family Office Services experience desirable

·         Licensing and/or Certification - CPA preferred

Pathstone is committed creating a diverse environment and is proud to be an equal opportunity employer.