Director, Tax

Job Overview

The Atlanta office is looking for a Tax Director to lead the financial affairs of high-net‑worth families, ensuring that their tax, financial, personal, and business needs and expectations are met in a timely and accurate manner.

Company Description

Pathstone is a dynamic, rapidly growing, partner‑owned wealth management firm that serves ultra‑high net worth families, single family offices, and foundations and endowments. We provide tax planning and compliance, insurance and risk management, lifestyle management, wealth and estate planning, trust services, and philanthropy services. With 20+ office locations and more than $100 Billion in Assets Under Advisement and Administration, our team membership has more than doubled in the past five years. As a Certified B Corporation, Pathstone seeks to make a difference in the lives of our clients and their families and offers a positive, supportive work environment. Our benefits include comprehensive medical, vision, and dental coverage, flexible spending and PTO, life insurance, education support, 401(k) plan, parental leave, and more.

Responsibilities

• Review and sign individual, gift, trust, partnership, and corporate multistate tax returns for completeness and accuracy, ensuring timely submission to taxing authorities.
• Review and directly communicate quarterly and year‑end tax projections and other planning strategies.
• Proactively lead the tax and other family office services for assigned families.
• Review and take action on internal and external communications in a timely and accurate manner.
• Monitor unique cash needs with accounting and investment groups to ensure adequate funds are available to meet those needs.
• Conduct an analytical review of quarterly financial reports to ensure they accurately reflect all client financial activities.
• Collaborate with other Pathstone departments to present deliverables at quarterly family meetings.
• Participate in quarterly family meetings, virtually or in person.
• Train and mentor the family office team.
• Deliver comprehensive family office service model to clients using advisory, tax, accounting, risk management, and wealth planning teams.
• Manage and lead large client relationships, including economics, without guidance or oversight.
• Be a subject‑matter expert or possess tax management / leadership experience.
• Embrace and promote the firm’s innovation efforts.
• Participate in business development and cultivation of new clients.
• Perform additional family office duties as assigned, including estate & financial planning, philanthropy, and entity selection / structuring.

Requirements

Pay Transparency

Pathstone’s expected starting base compensation range for this position is $180,000–$210,000 per year. The actual base compensation will be based on experience, education, specialty, and training. Eligible candidates may also receive a discretionary bonus award.

Visa Sponsorship

We are unable to provide visa sponsorship for this position and cannot hire individuals who require or will require employment visa sponsorship now or in the future.

Equal Opportunity

Pathstone is proud to be an equal opportunity employer.

Seniority Level

Director

Employment Type

Full‑time

Job Function

Accounting / Auditing and Finance

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