- 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.
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Tax Associate - Atlanta, United States - Pathstone
Description
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.
Company Description: Pathstone is one of the fastest-growing wealth management firms in the country, specializing in providing financial solutions and family office services to ultra-high net worth families, single family offices, and foundations and endowments.
Recently ranked the #2 RIA (Registered Investment Advisor) firm in the U.S. by Forbes, Pathstone has experienced significant growth over the past 5 years and currently oversees approximately $97B in assets under advisement and administration. As a certified B Corp, we seek to make a difference in the lives of our clients and their families as well as offer a positive and supportive work environment for our employees.
Although Pathstone currently has 19 locations across the country, the firm operates as one office and one team. Our team members are encouraged to pursue their passions by serving on a variety of committees within the firm covering important topics to our clients. Our talented people are our greatest asset and therefore we offer a competitive, comprehensive, and flexible benefits program that helps meet the challenging needs of our team members and their families. Pathstone's generous benefits include comprehensive medical, vision, and dental coverage, flexible spending, flexible PTO, life insurance, education support, 401k plan, parental leave, and more.
Qualifications:
#LI-Hybrid
