Pitcairn · 4 months ago
Manager, CFO Services (Accounting/Tax Manager)
San Francisco, CA, US
Full-time
Onsite
Mid, Senior Level
$147K/yr - $204K/yr
7+ years expPitcairn is a wealth advisory firm that supports ultra-high-net-worth families with comprehensive financial services. The Manager, CFO Services will oversee accounting, reporting, tax, investment, and compliance services for clients, while supervising staff and ensuring regulatory compliance.
ConsultingFinanceFinancial ServicesWealth Management
Responsibilities
Act as a trusted advisor by coordinating with internal and external professionals across tax, estate planning, trust, insurance, and investment disciplines to deliver integrated solutions
Supervise, train, and mentor accounting and administrative staff; manage outsourced service providers, collaborate with third party partners and ensure strong client service orientation. Deliver tailored financial and client reporting packages, ensuring clarity, accuracy, and transparency
Support financing, acquisitions, and management of real estate and other family holdings
Oversee accounting and reporting functions for individuals, trusts, LLCs, partnerships, pooled investment vehicles and related entities
Manage monthly, quarterly and annual close and reporting processes, including coordination with outsourced General Ledger providers
Prepare and review financial statements, including income statements, balance sheets, cash flow, and budget-to-actual reports
Ensure accurate income and expense coding, reconciliations, and proper documentation of accounts and investments
Enhance and implement financial systems, processes, and internal controls to ensure efficiency, accuracy, and compliance
Manage budgeting, forecasting, and financial planning at both consolidated and entity levels
Analyze financial results, cash flow, and variances, providing actionable insights for decision-making
Develop and maintain liquidity and cash flow strategies aligned with family needs, portfolio requirements, and Investment Committee guidance
Support liquidity planning and capital allocation in line with family needs and investment committee decisions
Ensure compliance with SEC, RIA, federal, state, and local requirements, while also adhering to internal policies, control frameworks, and information security protocols to safeguard privacy, financial data and maintain operational integrity
Oversee the tax process across entities, including coordination with third-party tax preparers and administrators to ensure timely and accurate filings, compliance, and strategic tax planning
Oversee timely filing of tax returns and related payments, entity-related fees, property taxes, and 1099 reporting
Track tax basis of assets and investments, maintaining accurate documentation
Manage external audits and maintain strong internal controls to safeguard assets and ensure audit readiness
Perform other duties as assigned for the efficient operation of the department
Oversee financial risk management practices, including identifying reporting, operational and investment-related risks, ensuring appropriate controls are in place, and aligning risk mitigation strategies with the firm’s fiduciary and compliance standards
Facilitate the firm’s KYC/AML processes, ensuring adherence to regulatory standards and maintaining robust documentation and verification protocols
Provide administrative oversight for pooled investment vehicles, acting as internal administrator while coordinating with external fund administrators to ensure accurate reporting, compliance, and operational efficiency
Commitment to discretion and confidentiality, particularly in handling sensitive financial information across entities and client relationships
Qualification
Required
CPA preferred
A minimum of seven years of hands-on experience in public and/or general accounting or related field
Demonstrated leadership of people
Must demonstrate knowledge of accounting theory and practice and possess excellent computer skills with experience in accounting software application
Preferred
Excellent interpersonal skills, and good business acumen
Strong analytical and problem-solving ability
Organized, detail/deadline oriented, able to multi-task and function as a team player with a solid work ethic and positive attitude
Proactive approach to continuous improvement, with a demonstrated ability to identify and implement enhancements to financial systems, reporting processes, and operational workflows
Experience with Microsoft automation and data tools, including Power Query, Power Pivot, and Power Automate, with the ability to streamline processes and enhance data workflows
Company
Pitcairn
Pitcairn is a financial service provider that helps wealthy families manage and grow their wealth effectively.
51-200 employees
Funding
Current Stage
Growth StageLeadership Team
Eric Gaul
Chief Financial Officer
Amy Hart Clyne
Chief Knowledge and Learning Officer
Recent News
2025-02-06
Baltimore Business Journal
2025-01-31
Company data provided by crunchbase