Remote Tax Manager - Estate & Wealth Planning

Synergy Search LLC; Pittsburgh (Allegheny County); Hybrid; USD 90,000 - 130,000; Full time

Benefits offered by this job

Remote-friendly schedule

Job summary

Synergy Search LLC is seeking a Tax Manager in the Pittsburgh area with a remote-centric work model. You will travel to the office 2 days a week during non-busy periods and work remotely during crunch times, aligning with a very flexible setup.

The role focuses on tax, financial, and accounting needs of high-net-worth individuals and partnerships, with a path to Senior Manager or Senior level, ideal for candidates looking to move from public accounting to industry.

Qualifications

• Experience in preparing returns for partnerships, trusts and individuals.
• Ability to research federal and state tax matters.
• Knowledge of estate planning strategies and related tax implications.

Responsibilities

• Prepare tax returns for Partnerships, Trusts and Individuals.
• Assist in tax research on federal estate, gift, charitable planning, and generation-skipping tax areas.
• Model estate planning strategies for clients.

Skills

Tax preparation

Tax research

Estate planning

Job description

Synergy Search LLC is seeking a Tax Manager in the Pittsburgh area with a remote-centric work model. You will travel to the office 2 days a week during non-busy periods and work remotely during crunch times, aligning with a very flexible setup.

The role focuses on tax, financial, and accounting needs of high-net-worth individuals and partnerships, with a path to Senior Manager or Senior level, ideal for candidates looking to move from public accounting to industry.