What are the responsibilities and job description for the Tax Associate position at Ivy Insights LLC?
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.
COMPANY DESCRIPTION:
Pathstone is an independently operated partner-owned advisory firm, offering families, family offices, and select nonprofit institutions comprehensive family office services and customized investment advice. We seek to make a difference in the lives of our clients and their families and offer a holistic and clear path for
professional and personal growth. Pathstone has 13 locations around the country but operates as one office and one team. Applicants should be individuals who thrive on collaboration and are eager to work with a growing and diverse team.
Our team members are encouraged to pursue their passions by serving on a variety of committees within the firm covering a variety of interesting topics. We also offer LinkedIn Learning classes to our team members for opportunities for personal and professional enrichment. Pathstone provides a competitive benefits package for our employees.
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.
REQUIREMENTS:
- Education - Bachelor’s degree in Accounting or other related fields. 150 credit hours required to sit for CPA exam, Graduate degree (preferred).
- Work Experience - 2 years public accounting experience with a Certified Public Accounting firm serving high net worth families or Family Office Services experience desirable.
Pathstone is committed creating a diverse environment and is proud to be an equal opportunity employer.
Job Type: Full-time
Pay: $55,000.00 - $70,000.00 per year
Benefits:
- 401(k)
- Dental insurance
- Flexible schedule
- Health insurance
- Life insurance
- Paid time off
- Vision insurance
Ability to commute/relocate:
- Atlanta, GA: Reliably commute or planning to relocate before starting work (Required)
Education:
- Bachelor's (Preferred)
Experience:
- Public Accounting: 2 years (Preferred)
License/Certification:
- CPA (Required)
Work Location: One location