Tax Manager

Pitcairn; Conshohocken (Montgomery County); On-site; USD 120,000 - 180,000; Full time

Job summary

Pitcairn seeks a hands-on Tax Manager to lead tax compliance execution and staff development for ultra‑high‑net‑worth families and closely held entities. This role combines technical expertise with client service leadership and operational oversight, identifying planning needs and collaborating with multidisciplinary advisors.

The position offers growth beyond traditional tax return preparation, with responsibilities spanning planning, projections, and coordination with relationship managers to

Qualifications

• Bachelor’s degree in Accounting or related field; CPA/EA preferred.
• 5–8+ years of progressive tax experience, UHNW/family office preferred.
• Knowledge of individual, fiduciary, partnership and corporate taxation.
• Hands-on with UltraTax CS; familiarity with SurePrep, TaxCaddy, Excel.
• Strong organizational, coaching and communication skills.

Responsibilities

• Lead tax compliance execution and review of returns for UHNW clients.
• Directly supervise tax preparers and manage annual compliance calendar.
• Improve processes and automate workflows with tax software.

Skills

Tax expertise

Staff supervision

Client service

Communication

Education

Bachelor’s degree in Accounting

CPA or Enrolled Agent

Tools

UltraTax CS

SurePrep

TaxCaddy

Excel

Job description

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.

Pitcairn seeks a hands-on Tax Manager to lead tax compliance execution and staff development while contributing to sophisticated tax planning and consulting for ultra-high-net-worth individuals, families, trusts, and closely held entities. This player-coach role combines technical expertise, thoughtful client service, and operational leadership with the opportunity to identify planning needs, collaborate with multidisciplinary advisors, and grow beyond traditional tax return preparation.

Key Responsibilities — Tax Preparation & Review

• Manage workflow and completion of complex or sensitive federal and state returns; prepare selected returns and perform first-level technical reviews of Forms 1040, 1041, 1065, 1120 and 1120‑S, including workpapers and related state filings.
• Review K-1 reporting, investment income, capital gains, basis and loss limitations, trust distributions, multistate matters, estimated taxes and extensions; resolve discrepancies and elevate significant technical issues.
• Ensure returns are accurate, well documented, timely and ready for final review; support tax projections, notices and technical research as needed.
• Identify potential tax planning opportunities and issues through return review, financial information and ongoing client activity; bring observations and recommendations to tax leadership and advisory teams.
• Assist with tax planning and consulting projects, including multiyear projections, estimated tax strategies, charitable giving, trust and estate-related tax considerations, and closely held business transactions, as appropriate to experience.
• Collaborate with relationship managers and investment, fiduciary and other advisors to translate complex tax information into practical, coordinated client recommendations.

Staff Supervision & Workflow Management

• Directly supervise, coach and develop tax preparers and support staff; assign work, balance capacity, provide actionable review notes and assess performance.
• Own the annual compliance calendar and workflow from organizers and document requests through preparation, review, e‑filing and delivery; track open items, deadlines and return status.
• Coordinate collection of K-1s and other client documents, data extraction, imports and workpaper assembly; step in personally during peak periods.
• Work across relationship management, fiduciary, investment and accounting teams to resolve bottlenecks and proactively address incomplete information.

Technology, Quality & Process Improvement

• Use and optimize UltraTax CS, SurePrep, TaxCaddy and related workflow and document management tools; train staff on consistent, effective practices.
• Standardize checklists, review practices and workpapers; improve automation, data quality, turnaround times and visibility into workload and deadlines.
• Monitor practical performance measures, including review cycle time, open items and rework; recommend improvements to tax leadership.

Qualifications

• Bachelor’s degree in Accounting or related field; CPA or Enrolled Agent strongly preferred.
• Approximately 5–8+ years of progressive tax experience, including complex return preparation, first‑level review and staff supervision; HNW/UHNW or family office experience preferred.
• Strong knowledge of individual, fiduciary, partnership and corporate taxation, including multistate compliance and interconnected family structures.
• Hands‑on proficiency with UltraTax CS or comparable software; familiarity with SurePrep, TaxCaddy, Excel and digital tax workflows strongly preferred.
• Sound technical judgment, curiosity, initiative and a proactive mindset for recognizing planning opportunities; strong organization, communication, discretion and coaching skills.

Success in the Role

Success means delivering high-quality, timely tax compliance; developing a confident, well‑supported team; improving processes and technology adoption; and building trusted relationships across Pitcairn. Equally important is looking beyond the return—recognizing tax planning opportunities, raising thoughtful questions, and contributing to proactive, integrated advice for families and their advisors.

Additional Information

Pitcairn is an Equal Opportunity Employer and considers qualified applicants without regard to legally protected characteristics, in accordance with applicable law. As an investment adviser, Pitcairn employees may be subject to restrictions on personal investment activities.