Apply on Employer Site

Pathstone · 2 hours ago

Tax Associate

Atlanta, GA

Full-time

Onsite

Entry Level

$55K/yr - $75K/yr

2+ years exp

Pathstone is a dynamic, rapidly growing wealth management firm serving ultra-high net worth families and foundations. They are seeking a Tax Associate to provide timely and accurate tax and family office service needs for their clients.

AdviceComplianceConsultingFinancial ServicesInsuranceLegalRisk Management

Senior Management

No H1B

Responsibilities

Complete work papers, tax projections, and tax returns for partnerships, trusts, individuals, and private foundations

Conduct tax research to provide insight to specific client situations

Prepare deliverables for quarterly client meetings for Tax, Philanthropy, Insurance, and accounting service areas

Participate in weekly scheduling meetings

Present periodically on a tax technical topic from a selection of current topics

Manage multiple assignments and communicate project statuses with team

Other family office duties as assigned or needed

Qualification

Bachelor's degree in accounting150 credit hours for CPAPublic accounting experienceGraduate degreeFamily Office Services experience

Required

Bachelor's degree in accounting or other related

150 credit hours required to sit for CPA exam

Graduate degree

2+ years public accounting experience with a Certified Public Accounting firm serving high net worth families or Family Office Services experience desirable