Tax Manager

Pathstone • Atlanta, GA

28d • Onsite

About The Position

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.

Requirements

• Bachelors in Accounting or other related fields
• 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
• CPA 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.

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level