Senior Associate, Tax

Pathstone • Atlanta, GA

11d • $70,000 - $90,000

About The Position

We are looking for a Tax Senior to serve and anticipate all of our clients’ tax and family office service needs in a timely and accurate manner.

Requirements

• Bachelor’s in accounting or other related field is required.
• 3 to 5 years’ public accounting tax experience with a Certified Public Accounting firm serving high net worth families or Family Office Services experience is preferred.

Nice To Haves

• CPA is preferred.

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.

Benefits

• comprehensive medical, vision, and dental coverage
• flexible spending options
• flexible PTO
• life insurance
• education support
• a 401(k) plan
• parental leave

What This Job Offers

• Job Type: Full-time
• Career Level: Senior
• Number of Employees: 251-500 employees