Manager, 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 Experienced Manager, Sage / Partnership Accounting to support the execution of partnership and entity accounting within our Personal CFO Services team. This role is focused on delivering accurate, timely, and well-controlled accounting across complex family office structures.

The Manager is a hands-on accounting professional responsible for maintaining financial records, performing reconciliations, and preparing financial reporting, while operating with a high degree of ownership and accountability.

 

Key Responsibilities:

• Maintain general ledgers for partnerships, trusts, and related entities.
• Perform monthly and quarterly reconciliations across bank, investment, and liability accounts.
• Execute capital account maintenance, allocations, contributions, and distributions.
• Prepare financial statements and supporting schedules.
• Support Sage Intacct implementations, data migrations, and ongoing system use.
• Assist with onboarding new entities and transitioning records from legacy platforms.
• Work closely with the payables team to ensure accurate coding, timing, and completeness of transactions.
• Identify discrepancies, investigate variances, and resolve accounting issues.
• Adhere to established controls, documentation standards, and workflows.

 

Qualifications:

Required:

• Bachelor’s degree in Accounting, Finance, or related field; CPA preferred.
• 5–8+ years of experience in partnership accounting, public accounting, fund administration, or family office environments.
• Strong working knowledge of general ledger accounting and financial reporting.
• Experience using Sage Intacct or comparable accounting platforms.
• High level of organization, accuracy, and follow-through.
• Ability to manage multiple entities and deadlines simultaneously.

Preferred:

• Exposure to complex partnership structures and multi-entity accounting.
• Experience supporting accounting system conversions or clean-ups.
• Comfort operating in a fast-paced, high-expectations environment.

 

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.