Tax Manager

The Atlanta office is looking for a Tax Manager to proactively manage and coordinate the financial affairs of ultra-high net worth families, resulting in their tax, financial, personal and business needs and expectations being met, in a timely and accurate manner.

• Review and sign individual, 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 manage the tax compliance and other deadlines for the assigned families.
• Reviewing and taking action on internal and external communications in a timely and accurate manner.
• Coordinate and 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 departments to help prepare and 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.
• Other family office duties as assigned and needed in areas such as estate & financial planning, philanthropy and entity selection/structuring.

• Education-Bachelors degree in Accounting or other related fields, Masters of Taxation desirable.
• Work Experience-5 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.
• CPA License required.
• Strong communication and project management and prioritization skills.

An independent, employee and family-owned advisory firm, Our firm offers family office services and customized investment advice to multigenerational families and nonprofit organizations. The firm has offices in Atlanta GA, Boston MA, Englewood NJ, Los Angeles, CA, Naples FL, Portland OR and Potomac MD.

We look for leaders with diverse back- grounds and perspectives, who will thrive within our culture of innovation and contribute to our long-term success in providing clients with exceptional service.

Our talented people are our greatest asset, therefore we offer a competitive, comprehensive and flexible benefits program that helps meet the changing needs of our employees and their families. Pathstone’s benefits include comprehensive medical, vision and dental coverage, flexible spending, unlimited PTO, life insurance, education support, 401k plan, parental leave, and more.

• Caring – displaying kindness and concern for others
• Openness – acceptance of or receptiveness to change or new ideas
• Passion – intense enthusiasm & drive
• Excellence – the quality of one’s work
• Humility – a modest view of one's own importance
• Teamwork – the combined action of a group of people, especially when effective and efficient
• Proactivity – to initiate change rather than reacting to a situation or event
• Innovation – to introduce something new or different
• Experience – having become skillful or knowledgeable from extensive participation or observation