What are the responsibilities and job description for the Tax Manager position at Pathstone?
Company:
The Atlanta office is looking for a Tax Manager proactively manage and coordinate the financial affairs of the high-net-worth families, resulting in their financial and business needs and expectations being met in a timely and accurate manner.
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 - Bachelors 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.
