Associate, Tax

and the job listing Expires on June 26, 2026

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.

Our people are our greatest asset, and we offer a competitive, flexible benefits program designed to support life both inside and outside of work. Benefits include comprehensive medical, vision, and dental coverage, flexible spending options, flexible PTO, life insurance, education support, a 401(k) plan, parental leave, and more.

• Bachelor’s degree in accounting or other related fields.
• 150 credit hours required to sit for CPA exam preferred.
• 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.
• 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.

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.

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.