Talent.com
Pathstone
Tax AssociatePathstone • Atlanta, GA, United States
Tax Associate

Tax Associate

Pathstone • Atlanta, GA, United States
1 day ago
Salary
$55,000.00–$75,000.00 yearly
Job type
  • Full-time
Job description

Tax Associate

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 a dynamic, rapidly growing, partner-owned wealth management firm that serves ultra-high net worth families, single family offices, and foundations and endowments. Our comprehensive range of services and deep expertise goes far beyond investment advice. We provide tax planning and compliance, insurance and risk management, lifestyle management, wealth and estate planning, trust services, and philanthropy services. We have 20+ office locations and more than $100 Billion in Assets Under Advisement and Administration. The number of Pathstone team members has more than doubled in the past five years.

As a Certified B Corporation, Pathstone seeks to make a difference in the lives of our clients and their families as well as to offer a positive and supportive work environment for our employees. Our team members are encouraged to pursue their passions by serving on committees and initiatives addressing topics of importance to our business. Our talented people are our greatest asset and therefore we offer a competitive, comprehensive, and flexible benefits program that helps meet the 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

  • 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.

Job Responsibilities

  • 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.

Pay Transparency: Pathstone's expected starting base compensation range for the position as of the time of this posting is $55,000 - $75,000 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.

Visa Sponsorship: 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.

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

Create a job alert for this search

Tax Associate • Atlanta, GA, United States

Similar jobs

Associate, Tax

PathstoneAtlanta, GA, United States
Full-time

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 a growing wealth manage... Show more

 • Promoted

Tax Manager

Wright Staffing SourceAtlanta, GA, United States
Full-time

Atlanta, Georgia, United States.At Wright Staffing Source, we focus on matching outstanding professionals with organizations that prioritize excellence.By leveraging our expertise in industry trend... Show more

 • Promoted

Global Mobility Tax Senior Associate

Grant Thornton LLPAtlanta, GA, United States
Full-time

At Grant Thornton, we believe in making business more personal and building trust into every result for our clients and you.Here, we go beyond your expectations of a career in professional service... Show more

 • Promoted

Tax Partner - Atlanta

Cherry BekaertAtlanta, GA, United States
Full-time

Do you have a passion for building? Have you been described as having a "growth mindset?".Cherry Bekaert, consistently recognized as a Great Place to Work, is proud to have been recognized in 2025 ... Show more

 • Promoted

Consumer Research Associate (Remote)

GL IncFayetteville, Georgia
$15.00 hourly
Remote
Part-time +1

Product Testers are wanted to work from home nationwide in the US to fulfill upcoming contracts with national and international companies.We guarantee 15-25 hours per week with an hourly pay of bet... Show more

 • Promoted

Senior Associate, Accounting Methods

BDOAtlanta, GA, United States
Full-time

Tax Senior, Accounting Methods.The Accounting Methods group helps companies optimize their federal tax accounting methods, including revenue and expense recognition, capitalization, depreciation, a... Show more

 • Promoted

Tax Manager - Credits & Incentives

DeloitteAtlanta, GA, United States
Full-time

Deloitte is committed to providing reasonable accommodations for people with disabilities.If you require a reasonable accommodation to participate in the recruiting process, please direct your inqu... Show more

 • Promoted

Travel Physical Therapist (PT) - $1,987 per week in Fayetteville, GA

AlliedTravelCareersFayetteville, GA, US
$1,987.00 weekly
Full-time

AlliedTravelCareers is working with AHS Staffing to find a qualified Physical Therapist (PT) in Fayetteville, Georgia, 30214!.AHS Staffing is looking for a Outpatient Physical Therapist in Fayettev... Show more

 • Promoted

Valuation Associate Financial Reporting & Tax

ColliersAtlanta, GA, United States
Full-time

Make Your Next Move an Expert One.At Colliers it's not our success that sets us apart, it's how we achieve it.Our people are passionate, take ownership and always do what's right for our clients, p... Show more

 • Promoted

Tax Manager

Automatic Data ProcessingAlpharetta, GA, United States
Full-time

Are you excited about leading and developing a team? Are you passionate about collaborating with internal and external stakeholders to ensure the best experience for our clients? Do you enjoy worki... Show more

 • Promoted

Tax Senior Associate- SALT

Baker TillyAtlanta, GA, United States
Full-time

State & Local Income Tax Senior Associate.Are you interested in joining one of the fastest growing public accounting firms?.Would you like the ability to specialize in a specific area of tax and be... Show more

 • Promoted

Tax Analyst

Internal Revenue ServiceAtlanta, GA, United States
Full-time

The following are the duties of this position at the full working level.If this vacancy includes more than one grade and you are selected at a lower grade level, you will have the opportunity to le... Show more

 • Promoted

Tax Associate

PathstoneAtlanta, GA, United States
Full-time

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 a dynamic, rapidly grow... Show more

 • Promoted

Tax Senior Associate

NorthPoint Search GroupAtlanta, GA, United States
Full-time

A confidential, nationally respected public accounting firm seeking a skilled tax professional with strong technical expertise.Prepare and review complex tax returns, support tax planning, assist a... Show more

 • Promoted

Experienced Tax Associate/Tax Senior

NorthPoint Search GroupAtlanta, GA, United States
Full-time

Experienced Tax Associate/Tax Senior.A tax professional with 13 years of public accounting experience and strong technical, analytical, and communication skills.Prepare and review tax returns, cond... Show more

 • Promoted

Tax Senior

Smith + HowardAtlanta, GA, United States
Temporary

Do you want a career without limits? Do you want to shape your own future and be surrounded by people who listen? If so, we have the perfect opportunity for you at Smith + Howard.Smith + Howard is ... Show more

 • Promoted

Senior Associate, Accounting Methods

BDO USAAtlanta, GA, United States
Full-time

Tax Senior, Accounting Methods.The Accounting Methods group helps companies optimize their federal tax accounting methods, including revenue and expense recognition, capitalization, depreciation, a... Show more

 • Promoted

Senior Tax Associate

MSTiller LLCAtlanta, GA, United States
Full-time

Are you ready to take your tax career to the next level? We are adding Tax Senior Associates with five years of tax accounting experience under their belt and the desire to grow in the profession.W... Show more

 • Promoted

Tax Analyst

Treasury DepartmentAtlanta, GA, United States
Full-time

Expert Analyst for Compliance, Accounts Management and/or Taxpayer Education and Communication Functions.The following are the duties of this position at the full working level.If this vacancy incl... Show more

 • Promoted

Tax Manager

Frazier & DeeterAlpharetta, GA, United States
Full-time

Join Frazier & Deeter and be a part of a rapidly growing Top 50 accounting & advisory firm that has been repeatedly named a Best Firm to Work For, a Best Firm for Women and a Pacesetter firm among ... Show more