Tax Associate

Tax Associate

The Atlanta office is looking for a Tax Associate to serve our clients' tax and family office service needs in a timely and accurate manner.

• 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.

• 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.

Pay Transparency:
Pathstone's expected starting base compensation range for the position as of the time of this posting is $55,000 - $75,000 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 committed to creating a diverse environment and is proud to be an equal opportunity employer.