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Added 12 days ago
Senior Associate, Tax
Pathstone
Atlanta, GA
Added 12 days ago
Associate, Bellevue
Pathstone
Bellevue, WA
Added 12 days ago
Tax Intern
Pathstone
Atlanta, GA
Added 12 days ago
Associate - DC
Pathstone
Potomac, MD
Added 12 days ago
Tax Manager
Pathstone
Atlanta, GA
Added 12 days ago
Senior Associate, Reporting
Pathstone
Englewood, NJ
Added 12 days ago
Analyst, Research
Pathstone
Bellevue, WA
Added 12 days ago
Associate, Capital Markets
Pathstone
Englewood, NJ
Added 12 days ago
Senior Advisor
Pathstone
Boston, MA
Added 12 days ago
Associate, Technology
Pathstone
Boston, MA
Added 12 days ago
Associate, Tax
Pathstone
Atlanta, GA
Added 12 days ago
Associate
Pathstone
Winter Park, FL
Added 12 days ago
Associate
Pathstone
Denver, CO
Added 13 days ago
P
Azure Cloud Engineer
Pathstone
Bellevue, WA · Newtown Square, PA · NY · San Francisco, CA
- $105,000 to $130,000 USD / year
Added 14 days ago
P
Associate, Client Advisory
Pathstone
San Francisco, CA
- $65,000 to $90,000 USD / year
Added 17 days ago
P
Vice President, Client Advisory
Pathstone
Atlanta, GA · Austin, TX · Bellevue, WA · Boston, MA · Boulder, CO · NY · San Francisco, CA
- $175,000 USD / year
Added 17 days ago
P
Senior Cloud Operations Engineer
Pathstone
Bellevue, WA · Newtown Square, PA · NY · San Francisco, CA
- $120,000 to $140,000 USD / year
Added 17 days ago
Senior Associate, Workplace Experience
Pathstone
Atlanta, GA
Added 17 days ago
P
Senior Associate, Tax
Pathstone
Atlanta, GA · Bellevue, WA · Boston, MA · Newtown Square, PA · NY · Potomac, MD · Englewood, NJ
- $70,000 to $89,000 USD / year
Added 17 days ago
P
Senior Associate, Client Advisory
Pathstone
Alexandria, VA · Potomac, MD
- $74,000 to $81,500 USD / year
Added 17 days ago
P
Senior Associate, Client Advisory
Pathstone
Bellevue, WA
- $81,000 to $85,000 USD / year
Added 17 days ago
Senior Associate, Aviation Advisory
Pathstone
Atlanta, GA
Added 17 days ago
P
Investment Analyst
Pathstone
Walnut Creek, CA · NY
- $80,000 to $90,000 USD / year
Added 17 days ago
P
Director, IT Operations
Pathstone
Bellevue, WA · Newtown Square, PA · NY · San Francisco, CA
- $175,000 to $225,000 USD / year
Added 17 days ago
Senior Associate, Client Advisory
Pathstone
Austin, TX

Pathstone

Tax Manager

Atlanta, GA, United States

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Job details

Posting language: English

Original job description

Company:

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

RESPONSIBILITIES:

· Drive the tax return preparation process and estimates to produce timely, compliant tax returns. · Leverage staff and intern support through effective communication regarding workflow. · Assist managers with initial detail review of individual, trust, partnership, and multistate tax returns, quarterly reports, and other family office projects. · Proactively manage and organize the clients' relevant financial information, resulting in a complete and accurate family database. · Input all the tax information to prepare complex tax returns. · Use available information to prepare and review quarterly projections and tax estimates for the clients enabling effective tax and financial planning. · Using all available resources, assist with the preparation of the family office deliverables for client quarterly meetings. · Research, recommend and follow up on various tax and financial planning and other ad hoc requests. · Other family office duties as assigned or needed.

REQUIREMENTS:

· Education - Bachelors in Accounting or other related fields · Work Experience - 3 to 5 years public accounting tax experience with a Certified Public Accounting firm serving high net worth families or Family Office Services experience desirable · Licensing and/or Certification - CPA preferred

Pathstone is committed to creating a diverse environment and is proud to be an equal opportunity employer.

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Skills

Communication skills
Workflow
Support managers
Financial planning
Research
Microsoft Office
CPA

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