Jobs at Pathstone

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.

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

Lead administration and maintenance of Windows/Linux servers, virtualization, and network infrastructure. Manage Azure and Microsoft 365 (Exchange, SharePoint, Teams). Oversee endpoint and cloud security (CrowdStrike, Defender, Netskope), administer Okta, lead infrastructure projects, provide Tier 3 support, documentation, and mentor junior staff.

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.