{"id":3183324,"url":"https://alion.io/job/pitcairn-tax-manager","title":"Tax Manager","company":{"id":705539,"name":"Pitcairn","domain":"pitcairn.com","url":"https://alion.io/company/pitcairn","size_band":"201-500","is_staffing_agency":false,"employer_type":"direct","is_intermediary":false,"listed_via":null,"ats_vendor":"ADP","truth_index":null},"role":"Finance","role_family":"Finance","seniority":"senior","employment_type":"full_time","work_mode":"on_site","remote_scope":null,"remote_scope_basis":null,"remote_working_hours":null,"hiring_geo_confidence":"structured","locations":["Conshohocken, United States"],"countries":["US"],"hiring_countries":[],"hiring_countries_total":0,"salary":null,"salary_estimate":{"min_usd":86000,"max_usd":164000,"period":"year","method":"role_seniority_country_remote_cell","sample_n":5022},"experience_years_min":5,"visa_sponsorship":false,"relocation_package":false,"has_equity":false,"technologies":[],"status":"live","first_seen_at":"2026-10-23T22:21:50Z","employer_posted_date":"2026-10-23","last_verified_at":"2026-10-31T12:41:58Z","board_verified":true,"closed_at":null,"days_open":7,"trust":{"level":"ok","repost_count":null,"flags":[],"days_open":7},"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.\nPitcairn 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.\nKey Responsibilities - Tax Preparation & Review\nManage 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.\nReview 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.\nEnsure returns are accurate, well documented, timely and ready for final review; support tax projections, notices and technical research as needed.\nTax Planning & Client Advisory\nIdentify 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.\nAssist 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.\nCollaborate with relationship managers and investment, fiduciary and other advisors to translate complex tax information into practical, coordinated client recommendations.\nStaff Supervision & Workflow Management\nDirectly supervise, coach and develop tax preparers and support staff; assign work, balance capacity, provide actionable review notes and assess performance.\nOwn 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.\nCoordinate collection of K-1s and other client documents, data extraction, imports and workpaper assembly; step in personally during peak periods.\nWork across relationship management, fiduciary, investment and accounting teams to resolve bottlenecks and proactively address incomplete information.\nTechnology, Quality & Process Improvement\nUse and optimize UltraTax CS, SurePrep, TaxCaddy and related workflow and document management tools; train staff on consistent, effective practices.\nStandardize checklists, review practices and workpapers; improve automation, data quality, turnaround times and visibility into workload and deadlines.\nMonitor practical performance measures, including review cycle time, open items and rework; recommend improvements to tax leadership.\nQualifications\nBachelor’s degree in Accounting or related field; CPA or Enrolled Agent strongly preferred.\nApproximately 5-8+ years of progressive tax experience, including complex return preparation, first-level review and staff supervision; HNW/UHNW or family office experience preferred.\nStrong knowledge of individual, fiduciary, partnership and corporate taxation, including multistate compliance and interconnected family structures.\nHands-on proficiency with UltraTax CS or comparable software; familiarity with SurePrep, TaxCaddy, Excel and digital tax workflows strongly preferred.\nSound technical judgment, curiosity, initiative and a proactive mindset for recognizing planning opportunities; strong organization, communication, discretion and coaching skills.\nSuccess in the Role\nSuccess 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.\nAdditional Information\nPitcairn is an Equal Opportunity Employer and considers qualified applicants without regard to legally protected characteristics, in accordance with applicable law. 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