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Estate and Trust Tax Manager

Pittsburgh PA

Schneider Downs & Co., Inc., the largest regional CPA and business advisory firm in Western Pennsylvania, is seeking a tax professional to join our growing Estate Planning practice.  This position will provide tax and succession planning for high wealth individuals and closely held businesses.

Job Responsibilities:

  • Formulate and deliver innovative tax planning strategies and client service
  • Extensive research and writing
  • Familiarity with estate planning concepts such as insurance trusts, grantor trusts, grantor retained annuity trusts and sales to defective grantor trusts
  • Preparation of federal estate tax returns, state inheritance tax returns, gift tax returns and fiduciary and individual income tax returns
  • Maintain active communication with clients to develop relationships, manage expectations and ensure deadlines are met
  • Ensure quality product by acting as primary and/or secondary reviewer of complex compliance and consulting projects
  • Identify and capitalize on opportunities to grow the practice
  • Take an active role in training and developing associates within the department
  • Advance your expertise in tax matters through continued education and research

Qualifications

  • At least 5-10 years of related experience
  • CPA License or JD required