Chelsea Carter

Chelsea provides tax compliance, planning, and consulting services to high-net-worth families, trusts, and family-owned businesses. She specializes in helping clients navigate complex tax matters while supporting their long-term wealth preservation and legacy goals through thoughtful, personalized strategies.

Throughout her career, she has developed extensive expertise in individual and fiduciary income tax planning and compliance, trust and estate taxation, partnership taxation, and tax consulting for private businesses and family wealth structures. She has worked closely with clients and their professional advisors to address sophisticated tax challenges and develop practical solutions tailored to each family’s unique circumstances.

Prior to joining Pitcairn, Chelsea built a distinguished career in public accounting, earning a reputation for technical excellence, collaborative problem-solving, and a client-centered approach. Her experience spans a wide range of complex tax engagements, helping families and business owners manage evolving tax considerations while aligning with broader financial objectives.

Chelsea is a Certified Public Accountant (CPA) and earned a Bachelor of Science in Accounting from Rowan University. She is a member of the American Institute of Certified Public Accountants (AICPA) and the Pennsylvania Institute of Certified Public Accountants (PICPA). She also serves on the Board of Trustees of Oaks Integrated Care, a nonprofit organization dedicated to improving the quality of life for children, adults and families living with a mental illness, addiction or developmental disability..

Chelsea was drawn to Pitcairn by the firm’s deep commitment to client service, relationship-building, and thoughtful decision-making. She values the collaborative culture and appreciates the opportunity to leverage her experience to enhance client outcomes, strengthen team collaboration, and contribute to the firm’s continued growth and excellence.

Outside of work, Chelsea enjoys running, hiking, and traveling, especially exploring America’s national parks and spending time with her husband and son.