Bachelor's degree in Accounting or related field; CPA or Enrolled Agent preferred.
5-8+ years of progressive tax experience, particularly with complex returns and staff supervision.
Strong knowledge of individual, fiduciary, partnership, and corporate taxation, especially multistate compliance.
Hands-on proficiency with UltraTax CS or similar software; familiarity with SurePrep, TaxCaddy, and Excel preferred.
Demonstrated initiative and proactive mindset for identifying tax planning opportunities.
Responsibilities
Manage workflow and completion of complex federal and state tax returns; prepare and review Forms 1040, 1041, 1065, 1120, and 1120-S.
Review K-1 reporting and resolve discrepancies; escalate significant technical issues as needed.
Ensure accuracy and timeliness of returns, supporting tax projections and technical research.
Identify tax planning opportunities through client interactions and return reviews; collaborate with advisory teams.
Assist with tax planning projects, including charitable giving and closely held business transactions.
Supervise and develop tax preparers; assign work and assess performance.
Optimize technology and processes for tax preparation and improve workflow efficiency.
Benefits
Opportunity for professional growth in a player-coach role.
Collaborative environment with multidisciplinary advisors.
Focus on sophisticated tax planning for ultra-high-net-worth clients.
Access to advanced tax technology and tools for efficiency.
Emphasis on developing a supportive team culture.
Full Job Description
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 escalate significant technical issues.
Ensure returns are accurate, well documented, timely and ready for final review; support tax projections, notices and technical research as needed.
Tax Planning & Client Advisory
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.
