Director, Tax

The Atlanta office is looking for a Tax Director to lead the financial affairs of high‑net‑worth families, ensuring that their tax, financial, personal and business needs are met in a timely and accurate manner.

Pathstone is a growing wealth management firm serving ultra‑high net worth families, single family offices, foundations and endowments. We focus on helping clients pursue a Preferred Life—providing clarity, confidence and long‑term support across the full landscape of wealth and well‑being. Pathstone has more than 20 office locations and over $100 billion in client assets under management, and we are committed to fostering a supportive, purpose‑driven environment for our professionals.

Our competitive, flexible benefits program includes comprehensive medical, vision and dental coverage; flexible spending accounts; flexible PTO; life insurance; education support; a 401(k) plan; parental leave; and additional benefits designed to support life both inside and outside of work.

• Review and sign individual, gift, trust, partnership and corporate multistate tax returns for completeness and accuracy, ensuring timely submission to taxing authorities.
• 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.
• Respond to internal and external communications in a timely and accurate manner.
• Monitor cash needs with accounting and investment groups to ensure adequate funds are available to meet obligations.
• Conduct an analytical review of the quarterly financial report to ensure it fully and accurately reflects all of the client’s financial activities.
• Collaborate with other Pathstone departments to present deliverables at quarterly family meetings.
• Participate in quarterly family meetings, either virtually or in person.
• Train and mentor the family office team.
• Deliver a comprehensive family office service model to clients, utilizing advisory, tax, accounting, risk management and wealth planning teams.
• Manage and lead large client relationships, including economics, with minimal direction or oversight.
• Serve as a subject‑matter expert or exhibit other tax management/leadership experience.
• Embrace and promote the firm’s innovation efforts.
• Participate in business development processes and the cultivation of new clients.
• Perform other family office duties as assigned in areas such as estate and financial planning, philanthropy, and entity selection/structuring.

• Education:
  
  Bachelor’s degree in accounting or related field;
  Master of Taxation desirable.
• Experience:
  
  10 years of public accounting experience at a CPA firm serving high‑net‑worth families, or Family Office Services experience with extensive knowledge of reviewing and filing tax returns as a senior manager or executive.
• CPA license required; CFP desirable.
• Strong communication, project management and prioritization skills.

Pathstone’s expected starting base compensation range is $180,000–$210,000 per year. The actual base compensation will be set based on experience, education, specialty and training. The successful candidate(s) may also be eligible for a discretionary bonus award.

This position does not offer visa sponsorship. We cannot hire individuals who require current or future employment visa sponsorship.

Pathstone is proud to be an equal opportunity employer.