Tax Analyst – Trust, Estate & Gift

Schneider Downs•Pittsburgh, PA

1d•Hybrid

About The Position

As a Tax Analyst – Trust, Estate & Gift (1041, 706, 709), you will prepare and analyze fiduciary, gift and estate tax returns as well as select individual income tax returns. You will participate in client meetings on compliance and consulting projects related to tax planning opportunities and the tax implications for the client. We understand the importance of work-life balance. That's why we've embraced a hybrid work model, allowing you to enjoy the flexibility of working from home as well as in the office.

Requirements

CPA, J.D., LL.M, or Masters in Taxation
Desire to become an expert in the preparation of fiduciary, gift, estate and individual income tax returns.
Desire to build relationships, internally and externally, to advance career
Excellent writing, communication and tax research skills
Desire to embrace and leverage technology

Responsibilities

Prepare and, in some cases, review fiduciary income tax returns, gift tax returns, estate tax returns, and select individual income tax returns
Demonstrate strong analytical skills and working knowledge of tax and workflow software
Research and analyze a wide range of tax issues and tax implications
Begin to gain an understanding of wealth planning advice in order to help clients make informed, strategic decisions relevant to their tax and estate planning needs
Stay informed of current and proposed tax legislation, communicating potential impacts to clients and assist with planning
Learn and utilize firm processes, technology and software
Ensure firm technology is being applied where appropriate
Work as a team on internal initiatives that promote firm growth, culture, technical tax content development and technological advances