Associate Director, Personal CFO Services

Company Description: Pathstone is a growing wealth management firm serving ultra-high net worth families, single family offices, foundations, and endowments. We are united by a clear purpose: to help clients pursue their Preferred Life — with clarity, confidence, and long-term support across the full landscape of wealth and well-being.

Our services include investment advisory, as well as integrated planning and coordination across key areas such as tax strategy, risk management guidance, wealth and estate planning support, philanthropic planning, and family governance — helping clients navigate complexity and make informed decisions aligned with their goals.

With more than 20 office locations and over $100 billion in client assets under management, advisory, administration, and related services, Pathstone has expanded significantly over the past five years, reflecting sustained momentum and continued investment in our team and platform.

Pathstone is committed to making a meaningful difference for clients and their families, while fostering a supportive, purpose-driven environment for our professionals. Team members are encouraged to pursue their interests and contribute to the firm’s culture through committees and initiatives that help shape our shared mission.

Our people are our greatest asset, and we offer a competitive, flexible benefits program designed to support life both inside and outside of work. Benefits include comprehensive medical, vision, and dental coverage, flexible spending options, flexible PTO, life insurance, education support, a 401(k) plan, parental leave, and more.

 

Job Description:

Pathstone’s Atlanta office is seeking an Associate Director, Sage / Partnership Accounting to join our expanding Personal CFO Services team. This is a senior, hands-on accounting role responsible for overseeing complex partnership, trust, and entity accounting for ultra-high-net-worth families.

The Associate Director brings deep technical expertise in partnership accounting and Sage Intacct, ensuring the accuracy, integrity, and scalability of financial records across sophisticated family office structures. This role requires strong judgment, ownership, and the ability to lead complex accounting workstreams in a dynamic, high-expectations environment.

Key Responsibilities:

• Oversee partnership, trust, and complex entity accounting for ultra-high-net-worth family structures.
• Serve as a subject-matter expert for Sage Intacct, including chart of accounts design, dimensional accounting, and reporting.
• Lead and support Sage implementations, conversions, and onboarding for new and transitioning clients.
• Review general ledger activity, reconciliations, allocations, and financial statements for accuracy and completeness.
• Maintain capital accounts, including partner allocations, contributions, distributions, and equity tracking.
• Prepare and review financial statements and supporting schedules.
• Attend and present in client meetings as needed, particularly for accounting structure, reporting, and system-related topics.
• Identify accounting issues, risks, or inefficiencies and recommend process improvements.
• Act as an escalation point for complex accounting matters.
• Support the development and adherence to standardized accounting practices and controls.

 

Qualifications:

Required:

• Bachelor’s degree in Accounting, Finance, or related field; CPA strongly preferred.
• 8–12+ years of experience in partnership accounting, family office, public accounting, fund administration, or complex entity accounting.
• Deep technical knowledge of partnership accounting, general ledger management, and financial reporting.
• Hands-on experience with Sage Intacct or similar enterprise accounting systems.
• Strong analytical skills with exceptional attention to detail.
• Ability to manage multiple complex workstreams and meet deadlines independently.

Preferred:

• Experience supporting ultra-high-net-worth families and multi-entity structures.
• Experience with accounting system implementations or large-scale data transitions.
• Strong written and verbal communication skills.

 

Visa Sponsorship: Please note, we are unable to provide visa sponsorship for the position offered. Accordingly, we are unable to hire individuals who require, or will require, employment visa sponsorship either now or in the future.

Pathstone is proud to be an equal opportunity employer.

Equal Opportunity Employer
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