Pathstone · 3 hours ago
Tax Associate
Atlanta, GA
Full-time
Hybrid
Entry Level
$55K/yr - $75K/yr
2+ years expPathstone is a dynamic, rapidly growing, partner-owned wealth management firm that serves ultra-high net worth families. They are seeking a Tax Associate to serve clients’ tax and family office service needs in a timely and accurate manner, handling various tax-related responsibilities.
AdviceComplianceConsultingFinancial ServicesInsuranceLegalRisk 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
Required
Bachelor's degree in accounting or other related fields
2+ years public accounting experience with a Certified Public Accounting firm serving high net worth families or Family Office Services experience desirable
Preferred
150 credit hours required to sit for CPA exam preferred
Graduate degree preferred
Benefits
Comprehensive medical, vision, and dental coverage
Flexible spending
Flexible PTO
Life insurance
Education support
401k plan
Parental leave
And more
Company
Pathstone
Pathstone is a financial service company that provides oriented impact investment solutions inclusive of measurement and reporting tools.
501-1000 employees
Funding
Current Stage
Late StageTotal Funding
unknownKey Investors
Kelso & Company
2023-03-06Private Equity
2019-11-06Private Equity
Leadership Team
Allan Zachariah
Co-Chairman
Recent News
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