Tax Consultant

1 week ago

Seattle, Washington, United States PathStone Full time

The Atlanta office is seeking a Tax Consultant to effectively address our clients' tax and family office service requirements with precision and timeliness.

Company Overview: Pathstone is a vibrant and swiftly expanding, partner-owned wealth management firm dedicated to serving ultra-high net worth families, single family offices, and foundations and endowments. Our extensive suite of services and profound expertise extends well beyond mere investment guidance. We deliver tax planning and compliance, insurance and risk management, lifestyle management, wealth and estate planning, trust services, and philanthropy services. With over 20 office locations and more than $100 Billion in Assets Under Advisement and Administration, our team has significantly grown in the past five years.

As a Certified B Corporation, Pathstone is committed to positively impacting the lives of our clients and their families while fostering a supportive and encouraging work environment for our employees. Our team members are empowered to engage in their passions through participation in committees and initiatives that address significant business topics. Our talented workforce is our most valuable asset, which is why we provide a competitive, comprehensive, and flexible benefits program tailored to meet the needs of our team members and their families. Pathstone's generous benefits encompass comprehensive medical, vision, and dental coverage, flexible spending accounts, flexible PTO, life insurance, educational support, a 401k plan, parental leave, and more.

Qualifications:

  • Bachelor's degree in accounting or a related field.
  • 150 credit hours required to qualify for the CPA examination.
  • Graduate degree preferred.
  • Minimum of 2 years of public accounting experience with a Certified Public Accounting firm, particularly with high net worth families or Family Office Services experience is advantageous.
Key Responsibilities:
  • Prepare work papers, tax projections, and tax returns for partnerships, trusts, individuals, and private foundations.
  • Conduct tax research to provide insights into specific client situations.
  • Develop deliverables for quarterly client meetings across Tax, Philanthropy, Insurance, and accounting service areas.
  • Engage in weekly scheduling meetings.
  • Present on a tax technical topic from a selection of current issues periodically.
  • Manage multiple assignments and communicate project statuses with the team.
  • Perform other family office duties as required.
Pathstone is dedicated to fostering a diverse environment and is proud to be an equal opportunity employer.

#LI-Hybrid

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