Trust and Estate Tax Manager

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

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.

Job Title: Trust and Estate Tax Manager

Job Summary: The Trust and Estate Tax Manager will assist Partners with estate, trust, and gift planning, as well as compliance reporting for the firm’s clients. This role collaborates closely with team members to deliver timely, accurate work products and provide expert technical advice.

Essential Duties and Responsibilities

• Oversee tax planning and compliance for high-net-worth individuals, gifs, trusts, and estates.
• Advise clients on wealth transfer strategies, charitable giving, and estate planning.
• Review complex tax returns and maintain regular communication with clients and colleagues.
• Interact closely with clients’ other advisors, such as attorneys and financial advisors
• Serve as a subject-matter expert in estate, trust, and related tax law.
• Train and supervise staff, including reviewing and evaluating their work.
• Set and achieve professional development goals for self and direct reports.

Required Qualifications

• Bachelor’s degree in Accounting or a related field.
• CPA or JD certification.
• Minimum 6 years of experience in individual, fiduciary, estate, and gift tax compliance.
• Proficiency in reading and analyzing trust documents; ability to advise clients on trust usage.
• Experience collaborating with estate attorneys to structure trusts and gifting strategies.
• 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

• Master’s degree or LLM in Taxation or a relevant field.
• Experience with CCH Axcess tax software.
• Additional experience with other tax software or financial planning tools.

Location: Pittsburgh, PA | Salary: $165,000 – $200,000

Seniority Level

Mid-Senior level

Employment Type

Full-time

Job Function

Accounting/Auditing and Finance

Industry

Accounting