Jobs at Pathstone

The Tax Associate will manage tax documents for various entities, conduct research, prepare for client meetings, and handle family office assignments.

The Program Manager will lead complex marketing programs, manage project timelines, and ensure accountability across initiatives while maintaining project management systems.

The Tax Director will lead tax and financial affairs for high-net-worth families, ensuring timely and accurate tax returns, managing client relationships, and overseeing family office services.

The Associate Director, FP&A drives analytical rigor in profitability analysis, budgeting, forecasting, and cash flow management, supporting M&A and operational efficiency insights.

The Manager will coordinate growth materials, oversee project execution, ensure compliance, and collaborate with teams to optimize delivery for Pathstone's growth initiatives.

Assist in client service and operations within Capital Markets, providing support to Client Advisory teams and managing communication with various professionals.

Manage revenue accounting processes, ensure compliance with U.S. GAAP, prepare financial statements, and support audits and process improvements.

Support centralized investment operations for private funds and SMA clients: process transactions, complete subscription and custodian forms, collect AML/KYC, coordinate with internal and external parties, communicate with clients, and escalate issues to the head of Investment Operations.

The role involves preparing tax returns, managing client financial information, and supporting tax and financial planning for high net worth families.