Director, Tax
PathstoneAtlanta, Georgia, United States • Bellevue, Washington, United States • New York, New York, United States • Boston, Massachusetts, United States • Maryland, United States • New Jersey, United States • Newtown Township, Pennsylvania, United States
Posted November 13, 2025
180000 - 210000 USD year
Full Time
About the Company
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.
Job Description
Pathstone is seeking a Tax Director to lead the financial affairs of high-net-worth families, resulting in their tax, financial, personal, and business needs and expectations being met, in a timely and accurate manner.
Requirements
- Review and sign individual, gift, trust, partnership, and corporate multistate tax returns for completeness and accuracy
- 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
- Train and mentor the family office team
- Participate in business development process and the cultivating of new clients
Benefits
- Comprehensive medical, vision, and dental coverage
- Flexible spending
- Flexible PTO
- Life insurance
- Education support
- 401k plan
- Parental leave
