What are the responsibilities and job description for the Senior Tax Associate position at Pathstone?
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 a dynamic, rapidly growing, partner-owned wealth management firm that serves ultra-high net worth families, single family offices, and 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. The number of Pathstone team members 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 as well as to offer a positive and supportive work environment for our employees. Our team members are encouraged to pursue their passions by serving on committees and initiatives addressing topics of importance to our business. Our talented people are our greatest asset and therefore we offer a competitive, comprehensive, and flexible benefits program that helps meet the needs of our team members 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 to creating a diverse environment and is proud to be an equal opportunity employer.
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