Company:  

The Atlanta office is looking for a Tax Manager proactively manage and coordinate the financial affairs of the high-net-worth families, resulting in their financial and business needs and expectations being met in a timely and accurate manner.

 

RESPONSIBILITIES:

·       Drive the tax return preparation process and estimates to produce timely, compliant tax returns.

·       Leverage staff and intern support through effective communication regarding workflow.

·       Assist managers with initial detail review of individual, trust, partnership, and multistate tax returns, quarterly reports, and other family office projects.

·       Proactively manage and organize the clients' relevant financial information, resulting in a complete and accurate family database.

·       Input all the tax information to prepare complex tax returns.

·       Use available information to prepare and review quarterly projections and tax estimates for the clients enabling effective tax and financial planning.

·       Using all available resources, assist with the preparation of the family office deliverables for client quarterly meetings.

·       Research, recommend and follow up on various tax and financial planning and other ad hoc requests.

·       Other family office duties as assigned or needed.

 

REQUIREMENTS:

·       Education - Bachelors in Accounting or other related fields

·       Work Experience - 3 to 5 years public accounting tax experience with a Certified Public Accounting firm serving high net worth families or Family Office Services experience desirable

·       Licensing and/or Certification - CPA preferred

 

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