Senior Trust & Estate Tax Manager — HNW Planning

Lally & Co.; McCandless (Allegheny County); On-site; USD 165,000 - 200,000; Full time

Job summary

A growing accounting and business advisory firm based in Allegheny County seeks a Trust and Estate Tax Manager. This role involves overseeing tax compliance and advising clients on estate planning. The ideal candidate has a Bachelor's degree in Accounting, CPA or JD certification, and a minimum of 6 years of relevant experience. Strong communication and organizational skills are essential. Competitive salary range from $165,000 to $200,000, with a full-time employment contract.

Qualifications

• Minimum 6 years of experience in individual, fiduciary, estate, and gift tax compliance.
• Proficiency in reading and analyzing trust documents.
• Ability to manage multiple engagements and competing priorities.

Responsibilities

• Oversee tax planning and compliance for high-net-worth individuals, gifts, trusts, and estates.
• Advise clients on wealth transfer strategies, charitable giving, and estate planning.
• Review complex tax returns and maintain regular communication with clients.

Skills

Communication skills

Organizational skills

Team collaboration

Education

Bachelor’s degree in Accounting or related field

CPA or JD certification

Master’s degree or LLM in Taxation (preferred)

Tools

CCH Axcess tax software

Job description

A growing accounting and business advisory firm based in Allegheny County seeks a Trust and Estate Tax Manager. This role involves overseeing tax compliance and advising clients on estate planning. The ideal candidate has a Bachelor's degree in Accounting, CPA or JD certification, and a minimum of 6 years of relevant experience. Strong communication and organizational skills are essential. Competitive salary range from $165,000 to $200,000, with a full-time employment contract.