Tax Manager

Lally & Co.; McCandless (Allegheny County); On-site; USD 120,000 - 180,000; Full time

Job summary

Lally & Co. in the North Hills of Pittsburgh seeks a Tax Manager to lead tax planning, compliance, and audits for high-net-worth individuals, trusts, and closely held businesses.

You will mentor staff and collaborate with clients’ advisors to deliver accurate, strategic tax solutions. The ideal candidate has a Bachelor’s in Accounting, CPA or JD, at least five years in public accounting, strong knowledge of federal and state tax rules, and excellent communication and organizational skills for

Qualifications

• Bachelor’s degree in Accounting or a related field.
• CPA or JD certification.
• Minimum 5 years of experience in public accounting or related accounting experience.
• Strong knowledge of federal, state and local tax regulations and compliance requirements.
• Experience managing tax planning initiative and tax reporting process.
• Excellent verbal and written communication skills.
• Strong organizational skills and proactive approach to team collaboration.
• Ability to manage multiple engagements and competing priorities in a fast-paced environment.

Responsibilities

• Oversee tax planning and compliance for high-net-worth individuals, trusts, closely held entities.
• Provide analysis and recommendations on tax structuring and tax saving opportunities.
• Manage workflow, engagement resources, and billing.
• Maintain and develop client relationships.
• Interact closely with clients’ other advisors, such as attorneys and financial advisors.
• Train and supervise staff, including reviewing and evaluating their work.
• Monitor changes in tax rules and regulations and collaborate with the team to communicate and implement changes.

Skills

Verbal communication

Written communication

Organizational skills

Team collaboration

Education

Bachelor's in Accounting

CPA or JD

Tools

CCH Axcess tax

Job description

Lally & Co. is a growing, progressive, full service accounting and business advisory firm that specializes in solving and simplifying complex tax and business issues. From our office in the North Hills of Pittsburgh we serve privately-held businesses and affluent families throughout the nation.

What we offer each of our clients is peace of mind by way of substantial explanations, services, and solutions. We seek dynamic professionals who share our dedication to quality client service. To learn more about us, visit us at www.lallycpas.com

Job Title: Tax Manager

In this role, the Tax Manager will manage and review the compliance filings, provide strategic tax advice, and manage income tax audits while collaborating closely with team members to deliver timely and accurate work products.

Essential Duties and Responsibilities:

• Oversee tax planning and compliance for:
• • High-net-worth individuals
  • Trusts
  • Closely held business (C Corporations, S Corporations, and Partnerships)
• Provide analysis and recommendations on tax structuring and tax saving opportunities.
• Manage workflow, engagement resources, and billing.
• Maintain and develop client relationships
• Interact closely with clients’ other advisors, such as attorneys and financial advisors.
• Train and supervise staff, including reviewing and evaluating their work.
• Monitor changes in tax rules and regulations and collaborate with the team to communicate and implement changes.

Required Qualifications:

• Bachelor’s degree in Accounting or a related field.
• CPA or JD certification.
• Minimum 5 years of experience in public accounting or related accounting experience.
• Strong knowledge of federal, state and local tax regulations and compliance requirements.
• Experience managing tax planning initiative and tax reporting process
• Excellent verbal and written communication skills.
• Strong organizational skills and proactive approach to team collaboration.
• Ability to manage multiple engagements and competing priorities in a fast-paced environment.

Preferred Qualifications:

• Experience with CCH Axcess tax software.
• Additional experience with other tax software or financial planning tools.