Tax Associate — Family Office for UHNW Clients

Pathstone; Atlanta (GA); On-site; USD 55,000 - 75,000; Full time

Benefits offered by this job

Comprehensive medical, vision, and dental coverage

Flexible spending options

Flexible PTO

Life insurance

Education support

401(k) plan

Parental leave

Job summary

Pathstone is seeking a Tax Associate in Atlanta to support clients' tax and family office service needs accurately and timely. The role requires a Bachelor's degree in accounting and ideally 2+ years of public accounting experience with high net worth families.

Key responsibilities include conducting tax research, preparing tax returns, and managing multiple assignments. Benefits include comprehensive medical coverage, flexible PTO, and a 401(k) plan.

Qualifications

• 2+ years public accounting experience with a CPA firm serving high net worth families is desirable.

Responsibilities

• Complete work papers, tax projections, and tax returns.
• Conduct tax research for client situations.
• Prepare deliverables for quarterly client meetings.

Skills

Public accounting experience

Tax research

Client communication

Education

Bachelor’s degree in accounting or related fields

Graduate degree preferred

150 credit hours required to sit for CPA exam

Job description

Pathstone is seeking a Tax Associate in Atlanta to support clients' tax and family office service needs accurately and timely. The role requires a Bachelor's degree in accounting and ideally 2+ years of public accounting experience with high net worth families.

Key responsibilities include conducting tax research, preparing tax returns, and managing multiple assignments. Benefits include comprehensive medical coverage, flexible PTO, and a 401(k) plan.