Location – Pittsburgh, PA
Job Type – Direct Hire
Remote – Hybrid
Total Openings – 1
Years Of Experience – 5 – 20 years
Guarantee – 90 day replacement
Compensation – $100,000 – $110,000 Per Year
Full Benefits – Yes
Relocation Expenses – No
Interview Expenses – No

Tax Knowledge and Expertise:

· Tax planning for individuals, partnership, trust and foundations and estate planning projects
· Prepare or review income tax estimates and extensions and work closely with PwC on the preparation of
returns for individuals, partnership, trust and foundations and individuals for various taxing authorities
· Research tax issues relating to entities and individuals
· Interact with corporate and individual trustees
· Proficient in the use of BNA and tax compliance software; CCH Pro Systems (including research and
special allocations) a plus
· Prepare tax related meeting materials for family branch meetings.

Role Requirements:

· CPA with a bachelor’s degree in accounting or finance is required; MBA a plus
· 5 years of public accounting experience in tax
· Experience in preparation and researching high net worth individuals, partnership, trusts and private
foundation income tax returns a plus
· Comfortable with technology in general; ability to update software
· Proficiency with Microsoft Office products, specifically Excel, Word, Power Point, Access and
SharePoint
· Experience with Asset Vantage and Adobe Professional a plus.