Associate, Tax

<p> </p> <p><span style="font-size: 14pt;">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.</span></p> <p> </p> <p><span style="font-size: 14pt;"><strong>Company Description: </strong>Pathstone is a growing wealth management firm serving ultra-high net worth families, single family offices, foundations, and endowments. We are united by a clear purpose: to help clients pursue their Preferred Life — with clarity, confidence, and long-term support across the full landscape of wealth and well-being.</span></p> <p><span style="font-size: 14pt;">Our services include investment advisory, as well as integrated planning and coordination across key areas such as tax strategy, risk management guidance, wealth and estate planning support, philanthropic planning, and family governance — helping clients navigate complexity and make informed decisions aligned with their goals.</span></p> <p><span style="font-size: 14pt;">With more than 20 office locations and over $185 billion in client assets under management, advisory, administration, and related services, Pathstone has expanded significantly over the past five years, reflecting sustained momentum and continued investment in our team and platform.</span></p> <p><span style="font-size: 14pt;">Pathstone is committed to making a meaningful difference for clients and their families, while fostering a supportive, purpose-driven environment for our professionals. Team members are encouraged to pursue their interests and contribute to the firm’s culture through committees and initiatives that help shape our shared mission.</span></p> <p><span style="font-size: 14pt;">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.</span></p> <p><span style="font-size: 14pt;"><strong> </strong></span></p> <p><span style="font-size: 14pt;"><strong>Qualifications:</strong></span></p> <ul> <li style="font-size: 14pt;"><span style="font-size: 14pt;">Bachelor’s degree in accounting or other related fields.</span></li> <li style="font-size: 14pt;"><span style="font-size: 14pt;">150 credit hours required to sit for CPA exam preferred.</span></li> <li style="font-size: 14pt;"><span style="font-size: 14pt;">Graduate degree preferred.</span></li> <li style="font-size: 14pt;"><span style="font-size: 14pt;">2+ years public accounting experience with a Certified Public Accounting firm serving high net worth families or Family Office Services experience desirable.</span></li> <li style="font-size: 14pt;">Familiarity with or hands-on experience using AI-powered productivity tools to enhance efficiency, collaboration, and work quality strongly preferred.</li> </ul> <p> </p> <p><span style="font-size: 14pt;"><strong>Job Responsibilities:</strong></span></p> <ul> <li style="font-size: 14pt;"><span style="font-size: 14pt;">Complete work papers, tax projections, and tax returns for partnerships, trusts, individuals, and private foundations.</span></li> <li style="font-size: 14pt;"><span style="font-size: 14pt;">Conduct tax research to provide insight to specific client situations.</span></li> <li style="font-size: 14pt;"><span style="font-size: 14pt;">Prepare deliverables for quarterly client meetings for Tax, Philanthropy, Insurance, and accounting service areas.</span></li> <li style="font-size: 14pt;"><span style="font-size: 14pt;">Participate in weekly scheduling meetings.</span></li> <li style="font-size: 14pt;"><span style="font-size: 14pt;">Present periodically on a tax technical topic from a selection of current topics.</span></li> <li style="font-size: 14pt;"><span style="font-size: 14pt;">Manage multiple assignments and communicate project statuses with team.</span></li> <li style="font-size: 14pt;"><span style="font-size: 14pt;">Other family office duties as assigned or needed.</span></li> </ul> <p> </p> <p><span style="font-size: 14pt;"><strong>Pay Transparency: </strong>Pathstone’s expected starting base compensation range for the position as of the time of this posting is $55,000 - $65,000 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.</span></p> <p> </p> <p><span style="font-size: 14pt;"><strong>Visa Sponsorship: </strong>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.</span></p> <p> </p> <p><span style="font-size: 14pt;"><strong>Pathstone is proud to be an equal opportunity employer.</strong></span></p> <p><span style="font-size: 14pt;"><strong>As you explore opportunities, know that Pathstone communicates with candidates exclusively through an @pathstone.com email address. We do not make unsolicited job offers, and we will never ask for personal or financial information through email or web forms. If you receive outreach that appears to be from Pathstone but originates from a different domain, please disregard it. </strong></span></p> <p><span style="font-size: 14pt;">#LI-Hybrid</span></p> <p> </p>