Jobs at Pathstone

Assist the Client Advisory Team with client service, daily operations, and administrative duties. Responsibilities include preparing performance analyses and client documentation related to investment strategies.

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.

The Learning Specialist coordinates learning programs and manages the LMS to enhance team member development, ensuring seamless learning experiences.

The Designer will execute brand-consistent designs across various formats, solve design problems, and collaborate with teams to deliver impactful work for high-net-worth clients.

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.