Attorney in Pittsburgh, PA

In-House

Pittsburgh, PA

Attorney in Pittsburgh, PA

Non-practicing Attorney

Min 4 yrs required

No

Job Title: Wealth Management Tax Services Manager

Job Responsibilities:
- Manage client service accounts and lead engagement workstreams.
- Supervise and mentor teams to produce exceptional outcomes.
- Independently tackle and resolve intricate problems.
- Leverage team capabilities to meet client needs.
- Integrate technology and innovative methods into service delivery.
- Drive efficiency through automation and digital solutions.
- Assure quality and adherence to project timelines.
- Encourage continuous improvement and professional development.
- Analyze and identify the linkages and interactions between the component parts of an entire system.
- Take ownership of projects, ensuring their successful planning, budgeting, execution, and completion.
- Partner with team leadership to ensure collective ownership of quality, timelines, and deliverables.
- Develop skills outside your comfort zone, and encourage others to do the same.
- Effectively mentor others.
- Use the review of work as an opportunity to deepen the expertise of team members.
- Address conflicts or issues, engaging in difficult conversations with clients, team members, and other stakeholders, escalating where appropriate.
- Uphold and reinforce professional and technical standards, the company's code of conduct, and independence requirements.

Education and Experience Information:
- Bachelor's Degree in Accounting.
- 4 years of experience.
- CPA, Member of the Bar, or other tax, technology, or finance-specific credentials may qualify for this opportunity.
- Job seekers need to demonstrate that the minimum requirements are met for CPA licensure per respective state regulations.

What Sets You Apart:
- Reviewing Fiduciary Income tax returns.
- Reviewing in-depth 1099s.
- Responding to client requests for copies of 1099s, K-1s, and trust returns.
- Preparing clear written and verbal business communication.
- Utilizing problem-solving skills for troubleshooting and creative solutions.
- Identifying, researching, and documenting tax issues.
- Organizing and managing multiple tasks in a professional tax services environment.
- Innovating through new and existing technologies.
- Working with large, complex data sets to build models and leverage data visualization tools.

Salary Information:
The salary range for this position is $98,300 - $266,000, plus individuals may be eligible for an annual discretionary bonus. For roles that are based in Maryland, this is the listed salary range for this position. Actual compensation within the range will be dependent upon the individual's skills, experience, qualifications, location, and applicable employment laws. The company offers a wide range of benefits, including medical, dental, vision, 401k, holiday pay, vacation, personal and family sick leave, and more.