Tax Manager

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.