Pitcairn’s innovative Shared Single-Family Office™ model provides unparalleled service to wealthy families and other family offices. Since the firm’s founding in 1923, Pitcairn has helped ultra-high-net-worth families and its members navigate the individual, interpersonal, and institutional challenges that come with wealth. We understand multigenerational family wealth in a way that few other wealth advisory firms do. Our comprehensive family office services include investment advisory, tax, trust and estate planning, risk management, philanthropy, household-level financial services as well as family education and family governance support.
We look for individuals who reflect our core values, excellence, collaboration, curiosity, innovation, and integrity. By bringing in talent aligned with these principles, we foster a workplace culture that drives continuous improvement and breakthrough solutions, while also supporting a healthy work-life balance.
PRIMARY FUNCTION:
The Tax Manager will coordinate and participate in the preparation, review, and filing of tax returns for our ultra-high-net-worth clients. The focus is on individuals and multi-generational families. The Tax Manager will play a pivotal role in driving tax efficiency, compliance, and strategic guidance while mentoring and developing talent within our small tax team.
RESPONSIBILITIES:
- Lead all aspects of tax compliance, including preparing, reviewing, and filing tax returns, ensuring accuracy and timely submission (1040s, 709s, 1065s, ll20s, 990-PFs).
- Oversee and coordinate with the outsourcing partner responsible for preparing Fiduciary tax returns (1041s), ensuring the accurate collection and provision of external information necessary for the returns, including wash sale analysis, bond premium amortization, non-Fidelity account 1099s, and both internal and external partnership K-1s.
- Provide expert tax advice and guidance to clients and internal stakeholders on complex tax matters, including estate planning, wealth transfer, and investment structuring.
- Mentor and guide the tax team, providing support and professional development opportunities to foster growth and excellence.
- Contribute to the development and implementation of innovative tax strategies tailored to the unique needs of ultra-high-net-worth clients, considering both domestic and international tax implications.
- Collaborate with other departments, such as wealth management and legal, to integrate tax strategies into comprehensive wealth management plans for clients.
- Build and maintain strong relationships with clients, external tax advisors, and regulatory authorities to ensure effective communication and compliance.
- Drive continuous improvement initiatives within the tax function, leveraging technology and best practices to enhance efficiency and effectiveness.
- Prepare and present tax-related reports, analyses, and recommendations to senior management and clients as needed.
- Lead and manage special projects and initiatives related to tax planning, compliance, and risk management.
- Stay updated on changes in tax laws, regulations, and industry trends to proactively identify opportunities and risks for clients.
- Perform other duties as needed for the effective and successful operation of the team.
EDUCATION/EXPERIENCE:
- Bachelor's degree in Accounting, Finance, or a related field; advanced degree (e.g., Master of Taxation, JD) preferred.
- Certified Public Accountant (CPA) certification required; additional certifications such as Certified Financial Planner (CFP) a plus.
- Minimum of 7+ years of progressive experience in tax planning and compliance,including serving ultra-high-net-worth clients.
- Strong technical expertise in tax law and regulations, including proficiency in complex tax concepts related to individuals, trusts, estates, and investment entities.
- Proven track record of developing and implementing innovative tax strategies to minimize tax liabilities and optimize financial outcomes for clients.
- Excellent leadership and management skills with the ability to inspire and motivate a team to deliver high-quality results.
- Proficiency in tax software and Microsoft Office suite; UltraTax experience preferred. experience with wealth management or accounting software preferred.
DESIRABLE ATTRIBUTES:
Successful candidates will possess a broad range of skills including:
- Naturally warm optimism and empathy.
- Deep curiosity that generates original ideas and industry-leading strategic thinking.
- Strong business acumen and strategic mindset, with a proven track record of driving growth.
- Strong analytical, problem-solving skills, organization, and project management skills.
- Excellent interpersonal and communication skills, both oral and written.
- Detail-oriented with a commitment to accuracy and integrity in all tax-related activities.
- Self-motivated with a sense of urgency, proactivity, and accountability.
- Ability to influence and establish credibility, trust, and confidence with internal/external stakeholders.
- Ability to work both as an individual and as a collaborative member of the team.
Pitcairn is an Equal Opportunity Employer. All qualified applicants will be considered for employment without regard to their race, color, religion, ancestry, national origin, sex, gender identity, sexual orientation, age, disability, marital status, domestic partner status, status as a parent or medical condition. Pitcairn complies with applicable state and local laws governing non-discrimination in employment in every location in which the Company has facilities. As an investment advisor, employees of Pitcairn may be subject to certain limitations on personal investment activities.