February to April is a busy time of year at Pitcairn, especially for our tax team. Director of Tax Matt Hilbert makes sure the team is on point to meet filing and extension deadlines and is up to speed with the new tax reform legislation. August will mark Matt’s 30-year anniversary with Pitcairn. We sat down to talk to him about his post-tax season ritual and his time at Pitcairn.
Q: What is your favorite thing to do after the April tax deadline?
“I have kept the tradition of being one of the last customers to get our certified mail date ‘bumped’ (aka stamped) at the 30th Street Post Office in Philadelphia. After which, I treat myself to a Bulleit Rye Manhattan to celebrate. You will generally see me the day after tax season as I try to reorganize my office (really!) and follow up on any issues that jump out of the woods! I find it more pleasurable to take a couple of days off the week following Tax Day so my mind and body have been restored.”
Q: What has stimulated you over the past 30 years?
“First and foremost is the company culture – ‘A family office and office family.’ Second is the ongoing challenge of solving complex issues for our clients. While we are encouraged to think outside the box, my experience has been that working for taxable families and individuals allows me to work ‘within the box,’ as time spent dealing with one client’s issue can often be transferred across our client base. And lastly, it sure beats working for a living! The tax profession at the CPA firm level has evolved into a 70+ hour week, which doesn’t just last thru April 15th. Pitcairn provides a great work-life balance for a tax professional.”
If you are a Pitcairn client, most likely Edward DiRugeris has worked on your presentations. As the Team Lead of the Financial Planning Analysts, or FPAs as we like to call them internally, Ed spends the majority of his day collaborating with Relationship Managers on various projects for our clients. Ed joined Pitcairn’s Middle Office Service Team in December of 2014 as Client Rebalancing Associate and transitioned to our Wealth Management Team in 2015 as a Financial Planning Analyst. Ed’s work ethic and determination is reflected in everything he accomplishes, whether it’s tackling the Certified Financial Planner™ exam, or contributing to the Learning and Development Team and #FitPit, our new health and wellness team. We asked Ed to share his thoughts on why he likes to come to work every day:
Q: What do you like the most about working at Pitcairn?
“I value Pitcairn’s dedication to employee development—providing plenty of training opportunities and encouraging us to obtain professional certifications. Pitcairn provides plenty of work-sponsored events to build positive working relationships. And it encourages us to participate in philanthropic activities.
Q: What do you look forward to every day?
“Collaborating with my colleagues from different departments. I love that I can get exposure to all aspects of financial planning that you wouldn’t get elsewhere.”
When you walk into Pitcairn’s Philadelphia office, you are greeted by Laura Kremp’s smile. Laura joined the team in November 2016 as Pitcairn Experience Coordinator. Laura has a sparkling personality and a dynamic role where she contributes to both the client and employee experience. We asked Laura for her perspective on the daily work life of a Pitcairn employee.
Q: What is your favorite thing about your job?
“I love that every day I’m working on a multitude of projects and busy making things happen, from coordinating client events to organizing Office Olympics with the Fun Squad team. I leave work with items on my to-do list that I’m excited to tackle the next day.”
Q: What is your favorite thing about Pitcairn?
“The positive energy and approachability of my colleagues. Pitcairn is a company whose leadership team leads by example and genuinely values its employees and their contributions. I greatly respect the work-life balance Pitcairn provides and the philanthropic work it’s doing in the local community.”