Director, Tax

Responsibilities

• Review and sign individual, gift, trust, partnership, and corporate multistate tax returns for completeness and accuracy, ensuring they are submitted to the taxing authority in a timely manner.
• 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.
• Reviewing and taking action on internal and external communications in a timely and accurate manner.
• Monitor unique cash needs with accounting and investment groups to ensure that adequate funds are available to meet needs.
• Conduct an analytical review of the quarterly financial report ensuring that they completely and accurately reflect all of the clients’ financial activities.
• Collaborate with the other Pathstone departments to present the deliverables at the quarterly family meetings.
• Participate in quarterly family meetings either virtually or in person.
• Train and mentor the family office team.
• Proficient in delivering comprehensive family office service model to clients utilizing advisory, tax, accounting, risk management, and wealth planning teams.
• Able to manage and lead large client relationships, including economics, without direction or oversight.
• Subject matter expert or other tax management/leadership experience.
• Able to embrace and promote the firm's innovation efforts.
• Participate in business development process and the cultivating of new clients.
• Other family office duties as assigned and needed in areas such as estate & financial planning, philanthropy, and entity selection/structuring.

Requirements

• Education - Bachelor’s degree in accounting or other related fields, Master of Taxation desirable.
• Work Experience - 10 years public accounting experience with a Certified Public Accounting firm serving high net worth families or Family Office Services experience desirable including extensive knowledge and experience with reviewing and filing tax returns as experienced senior manager or executive.
• CPA License required. CFP desirable.
• Strong communication and project management and prioritization skills.

Benefits

Pathstone offers a competitive, flexible benefits program designed to support life both inside and outside of work. Benefits include comprehensive medical, vision, and dental coverage, flexible spending options, flexible PTO, life insurance, education support, a 401(k) plan, parental leave, and more.