OptiTalent · Job Finder
Jobs in Maryland, United States
7 open roles read nightly from companies’ own hiring pages. Each one links to the original ad.
1–7 of 7 jobs
Associate, Client Advisory
YesterdayPathstone · Alexandria, Virginia, United States +1
Entry level$72.5K – $82.5K a yearPathstone's Client Advisory Associate Class is designed to accelerate the development of Associates as they begin their careers serving some of the most sophisticated families, family offices, and institutions in the industry. Through a combination of immersive learning,…
Associate, Finance
7 days agoPathstone · Atlanta, Georgia, United States +6
Entry level$70K – $80K a yearFinanceReview and process team member expense reports in Concur, ensuring reports are complete, properly documented, and consistent with company policies; follow up with team members and escalate exceptions as appropriate.; Manage the Concur user database, including team member setup…
Associate, Client Advisory
2 months agoPathstone · Alexandria, Virginia, United States +1
Entry level$65K – $72.5K a yearProvide support to a Client Advisory Team in the communication and implementation of client investment strategies.; Draft letters of instruction, complete account applications, manager agreements, and fund subscription documents, organize supporting documentation, and follow…
Senior Associate, Client Advisory
3 months agoPathstone · Alexandria, Virginia, United States +1
Senior$74K – $81.5K a yearProvide support to a Client Advisory team in the communication and implementation of client investment strategies.; Prepare client documentation: draft letters of instruction, complete account applications, manager agreements, and fund subscription documents, organize…
Senior Client Advisor
3 months agoPathstone · Alexandria, Virginia, United States +1
Senior$105K – $140K a yearManage and maintain multiple client relationships, in both a primary and support capacity with the goal of becoming the trusted advisor for our client families.; Serve as a primary point of contact for client inquiries, responding via phone, video, and in-person meetings with…
Senior Associate, Tax
5 months agoPathstone · Atlanta, Georgia, United States +6
Senior$70K – $89K a yearFinanceDrive the tax return preparation process and estimates to produce timely, compliant tax returns.; Leverage staff and intern support through effective communication regarding workflow.; Assist managers with initial detail review of individual, trust, partnership, and multistate…
Associate, Tax
5 months agoPathstone · Atlanta, Georgia, United States +6
Entry level$55K – $65K a yearFinanceComplete work papers, tax projections, and tax returns for partnerships, trusts, individuals, and private foundations.; Conduct tax research to provide insight to specific client situations.; Prepare deliverables for quarterly client meetings for Tax, Philanthropy, Insurance,…
Updated 07 Nov 2026 10:21 UTC from the OptiTalent job library.