Tax Manager
Pittsburgh, PA

Requirements:

• 8-10 years public accounting experience with concentration in tax compliance (review of C corp, S corp, Partnerships/LLCs, complex individuals and trusts, foundations and not-for-profits returns).
• Trust knowledge and experience in the following areas preferable:

• Fiduciary income tax returns (Forms 1041) for simple as well as complex trusts that make distributions (required and/or discretionary), including the following:
• CLATs (Charitable Lead Annuity Trusts)
• CRUTs (Charitable Remainder Unitrusts)
• Grantor trusts, including intentionally defective grantor trusts, crummy trusts, GRATs (Grantor Retained Annuity Trusts)
• QSSTs
• ESBTs
• Split-Interest Trust Returns (Forms 5227)
• Trusts with complex issues – examples: Receive K-1s from partnerships, such as investment partnerships, PTPS and hedge funds, Investment interest limitations, Passive activity losses
• Calculating fiduciary accounting income

• Solid tax research skills
• Experience evaluating and mentoring staff
• Ability to schedule and monitor multiple jobs and staff members, as well as to monitor work in process and perform billing analysis
• Great communication skills as they may communicate often with clients and maintain client relationships
• CPA or Masters in Taxation preferred, but not required