Trust & Estate Tax Manager

Based in Pittsburgh, PA, we are a TOP Ranked Law Practice! Our core values are centered around our people and our clients. We believe that putting your employees first is not only the right thing to do, but it also gives us the competitive edge to ensure our clients have an excellent experience! Over the years our reputation for providing our people with the very best has caught the eye of some reputable clients who have chosen to use us as their primary firm!

If you are an experienced Trust & Estate Tax Manager, then please apply!

Do you want to work with some of the nation’s best Clients AND enjoy time at home w/ family? We do too!

• Meaningful Work!
• Best in Class Firm!
• Competitive Compensation Package!
• Complete Benefits Package!
• Flexible Work Schedules!
• Accelerated Career Growth!
• Fun Company Activities!
• Many More!

Job Details:

We are seeking a dynamic and experienced Permanent Trust & Estate Tax Manager to join our vibrant and fast-paced team. This is an exciting opportunity for a professional with a strong background in trust and estate tax management, looking to take the next step in their career. The successful candidate will be responsible for managing a diverse portfolio of high net worth clients, ensuring their trust and estate tax requirements are efficiently managed and compliant with all relevant regulations.

Responsibilities:

• Lead and manage the trust and estate tax planning and compliance process for a portfolio of high net worth clients.
• Review complex trust and estate tax returns and provide recommendations for optimization.
• Develop and maintain strong relationships with clients, providing them with expert advice and guidance on tax matters.
• Collaborate with other team members to ensure a comprehensive financial strategy is in place for clients.
• Keep up-to-date with the latest tax laws and regulations, ensuring all client portfolios are compliant.
• Proactively identify opportunities for tax planning and provide clients with tailored solutions.
• Provide training and mentorship to junior team members, fostering a culture of continuous learning and development.
• Collaborate with other departments to ensure a holistic approach to client service.

Qualifications:

• Certified Public Accountant (CPA) designation is required.
• A minimum of 2 years of experience in trust and estate tax management, 5 years total
• Proven experience managing a portfolio of high net worth clients.
• Strong knowledge of tax laws and regulations, particularly relating to trusts and estates.
• Excellent interpersonal skills, with the ability to build strong relationships with clients and team members.
• Strong analytical and problem-solving skills, with the ability to provide innovative solutions to complex tax issues.
• Excellent communication skills, with the ability to explain complex tax matters in a clear and understandable manner.
• Strong leadership skills, with the ability to mentor and develop junior team members.
• High level of integrity and professionalism, with the ability to handle confidential information with discretion.
• Strong organizational skills, with the ability to manage multiple tasks and deadlines simultaneously.
• Proficiency in tax software and Microsoft Office Suite.