About the role

Pathstone is seeking a Reporting Manager to oversee complex accounting, reporting, and financial coordination for ultra-high-net-worth clients within a single family office environment. The role ensures data integrity, reconciled inter-entity relationships, and timely, high-quality outputs across Advisory, Tax, and PCFO. The ideal candidate has 5–8+ years in family office or private wealth settings, strong multi-entity accounting experience, and proficiency with Sage Intacct or similar systems.

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JOB OVERVIEW

Experience level

Senior

Location

Atlanta, GA

Occupation

Accountants and Auditors

Industry

Portfolio Management and Investment Advice

Posted

yesterday

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