Director, Tax

The Atlanta office is looking for a Tax Director to lead the financial affairs of the high-net-worth families, resulting in their tax, financial, personal, and business needs and expectations being met, 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 team members. 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:

• Review and sign individual, gift, trust, partnership, and corporate multistate tax returns for completeness and accuracy, ensuring that they are submitted to the taxing authority in a timely manner.
• Review and directly communicate quarterly and year-end tax projections and other planning strategies.
• Proactively lead the tax and other family office services for assigned families.
• Reviewing and taking action on internal and external communications in a timely and accurate manner.
• Monitor unique cash needs with accounting and investment groups to ensure that adequate funds are available to meet needs.
• Conduct an analytical review of the quarterly financial report ensuring that they completely and accurately reflect all of the clients’ financial activities.
• Collaborate with the other Pathstone departments to present the deliverables at the quarterly family meetings.
• Participate in quarterly family meetings either virtually or in person.
• Train and mentor the family office team.
• Proficient in delivering comprehensive family office service model to clients utilizing advisory, tax, accounting, risk management, and wealth planning teams.
• Ability to manage and lead large client relationships, including economics, without direction or oversight.
• Subject matter expert or other tax management/leadership experience.
• Ability to embrace and promote the firm's innovation efforts.
• Participate in business development process and the cultivating of new clients.
• Other family office duties as assigned and needed in areas such as estate & financial planning, philanthropy, and entity selection/structuring.

Requirements:

• Education-Bachelor’s degree in accounting or other related fields, Master of Taxation desirable.
• Work Experience – 10 years public accounting experience with a Certified Public Accounting firm serving high net worth families or Family Office Services experience desirable including extensive knowledge and experience with reviewing and filing tax returns as experienced senior manager or executive.
• CPA License required. CFP desirable.
• Strong communication and project management and prioritization skills.

Pay Transparency: Pathstone’s expected starting base compensation range for the position as of the time of this posting is $180,000 - $210,000 per year. The actual base compensation selected for this role will be set based on a variety of factors, including (but not limited to) experience, education, specialty and training. The successful candidate(s) may also be eligible for a discretionary bonus award.

Visa Sponsorship:

Please note, we are unable to provide visa sponsorship for the position offered. Accordingly, we are unable to hire individuals who require, or will require, employment visa sponsorship either now or in the future.

Pathstone is proud to be an equal opportunity employer.

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Equal Opportunity Employer

This employer is required to notify all applicants of their rights pursuant to federal employment laws.
For further information, please review the Know Your Rights notice from the Department of Labor.

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