Jobs at Pathstone

Provide support to a Client Advisory Team in client service and daily operations, including performance analysis, client documentation, and quarterly reporting.

Assist a Client Advisory Team with client service, daily operations, performance analysis, and administrative duties. Engage in communication and documentation related to investment strategies.

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.

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

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