Lally & Co. · 2 months ago
Trust and Estate Tax Manager
Pittsburgh Region
Full-time
Onsite
Senior Level
6+ years expLally & Co. is a growing, progressive accounting and business advisory firm specializing in complex tax and business issues. The Trust and Estate Tax Manager will assist Partners with estate, trust, and gift planning, and ensure compliance reporting for clients while collaborating closely with team members.
AccountingConsultingFinancial ServicesWealth Management
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 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
Qualification
Required
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
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
Company
Lally & Co.
Lally & Co. is a CPA and business advisory firm specializing in simplifying and solving complex tax, accounting, and business issues.
11-50 employees
Funding
Current Stage
Early StageLeadership Team
Allen Wassel
Partner
Blaise J. DiNatale, CPA
Partner
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