Associate, Tax
- Pay
- $55,000 – $65,000 per year
- Location
- Atlanta, GA · Hybrid
- Job type
- Full-time
- Level
- Entry level
- Experience
- 2+ years
- Education
- Bachelor's degree
- Listed
- 30 days ago
Skills & highlights for this role
- CPA eligibility
- tax returns
- tax research
- work papers
- tax projections
Also useful
- AI productivity tools
Stated benefits & perks
- Medical
- Dental
- Vision
- 401k
- Flexible pto
About the role
The Atlanta office is looking for a Tax Associate to serve our clients' tax and family office service needs in a timely and accurate manner.
Qualifications
- Bachelor's degree in accounting or other related fields.
- 150 credit hours required to sit for CPA exam preferred.
- Graduate degree preferred.
- 2+ years public accounting experience with a Certified Public Accounting firm serving high net worth families or Family Office Services experience desirable.
- Familiarity with or hands-on experience using AI-powered productivity tools to enhance efficiency, collaboration, and work quality strongly preferred.
Job Responsibilities
- Complete work papers, tax projections, and tax returns for partnerships, trusts, individuals, and private foundations.
- Conduct tax research to provide insight to specific client situations.
- Prepare deliverables for quarterly client meetings for Tax, Philanthropy, Insurance, and accounting service areas.
- Participate in weekly scheduling meetings.
- Present periodically on a tax technical topic from a selection of current topics.
- Manage multiple assignments and communicate project statuses with team.
- Other family office duties as assigned or needed.
Pay Transparency
Pathstone's expected starting base compensation range for the position as of the time of this posting is $55,000 - $65,000 per year. The actual base compensation selected for this role will be set based on a variety of factors, including (but not limited to) experience, education, specialty and training. The successful candidate(s) may also be eligible for a discretionary bonus award.
Visa Sponsorship: Please note, we are unable to provide visa sponsorship for the position offered. Accordingly, we are unable to hire individuals who require, or will require, employment visa sponsorship either now or in the future.
Pathstone is proud to be an equal opportunity employer.
As you explore opportunities, know that Pathstone communicates with candidates exclusively through an @pathstone.com email address. We do not make unsolicited job offers, and we will never ask for personal or financial information through email or web forms. If you receive outreach that appears to be from Pathstone but originates from a different domain, please disregard it.
#LI-Hybrid
Company Description
Pathstone is a growing wealth management firm serving ultra-high net worth families, single family offices, foundations, and endowments. We are united by a clear purpose: to help clients pursue their Preferred Life - with clarity, confidence, and long-term support across the full landscape of wealth and well-being.
Our services include investment advisory, as well as integrated planning and coordination across key areas such as tax strategy, risk management guidance, wealth and estate planning support, philanthropic planning, and family governance - helping clients navigate complexity and make informed decisions aligned with their goals.
With more than 20 office locations and over $185 billion in client assets under management, advisory, administration, and related services, Pathstone has expanded significantly over the past five years, reflecting sustained momentum and continued investment in our team and platform.
Pathstone is committed to making a meaningful difference for clients and their families, while fostering a supportive, purpose-driven environment for our professionals. Team members are encouraged to pursue their interests and contribute to the firm's culture through committees and initiatives that help shape our shared mission.
Our people are our greatest asset, and we offer 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.
From Pathstone's careers page, first listed on Rolev.ai on October 10, 2026. Rolev.ai is not the employer.
How Rolev.ai helps with this application
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Common questions
What is the salary for the Associate, Tax role at Pathstone?
The Associate, Tax posting at Pathstone states compensation of $55,000 – $65,000 per year. It is listed as a full-time position. Final pay may depend on location, experience, and interview evaluation on Pathstone's official career site.
Where is the Associate, Tax job at Pathstone located?
This Associate, Tax position at Pathstone is located in Atlanta, GA (Hybrid). Always check Pathstone's application page for specific state eligibility or relocation policies.
What qualifications are required for Associate, Tax at Pathstone?
For the Associate, Tax role, Pathstone highlights 2+ years of relevant experience; a bachelor's degree; experience with tax returns, tax research, work papers, tax projections. Rolev.ai can score your existing resume against these requirements and show any skill gaps before you apply.
How do I apply for the Associate, Tax position at Pathstone?
This listing links directly to Pathstone's Greenhouse application page. You can apply directly on Pathstone's site, or use Rolev.ai to check your resume fit, generate a zero-hallucination tailored resume and cover letter for this posting, and autofill the Greenhouse application form in 1 click with the Rolev.ai Chrome extension. You always review the form and press Submit yourself.