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Director, Tax

Atlanta, GA; Bellevue, WA; New York, NY; Boston, MA; Potomac, MD; Englewood, NJ; Newtown Square, PA

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

 

Company Description: 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.

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.

With more than 20 office locations and over $100 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.

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.

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.

 

Responsibilities:

  • Review and sign individual, gift, trust, partnership, and corporate multistate tax returns for completeness and accuracy, ensuring that they are submitted to the taxing authority in a timely manner.
  • 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.
  • Reviewing and taking action on internal and external communications in a timely and accurate manner.
  • Monitor unique cash needs with accounting and investment groups to ensure that adequate funds are available to meet needs.
  • Conduct an analytical review of the quarterly financial report ensuring that they completely and accurately reflect all of the clients’ financial activities.
  • Collaborate with the other Pathstone departments to present the deliverables at the quarterly family meetings.
  • Participate in quarterly family meetings either virtually or in person.
  • Train and mentor the family office team.
  • Proficient in delivering comprehensive family office service model to clients utilizing advisory, tax, accounting, risk management, and wealth planning teams.
  •  Ability to manage and lead large client relationships, including economics, without direction or oversight.
  •  Subject matter expert or other tax management/leadership experience.
  •  Ability to embrace and promote the firm's innovation efforts.
  •  Participate in business development process and the cultivating of new clients.
  • Other family office duties as assigned and needed in areas such as estate & financial planning, philanthropy, and entity selection/structuring.

 

Requirements:

  • Education-Bachelor’s degree in accounting or other related fields, Master of Taxation desirable.
  • Work Experience – 10 years public accounting experience with a Certified Public Accounting firm serving high net worth families or Family Office Services experience desirable including extensive knowledge and experience with reviewing and filing tax returns as experienced senior manager or executive.
  • CPA License required. CFP desirable.
  • Strong communication and project management and prioritization skills.

 

Pay Transparency: Pathstone’s expected starting base compensation range for the position as of the time of this posting is $180,000 - $210,000 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 proud to be an equal opportunity employer.

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. 

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