Tax Director – Trust, Estate & Gift

Schneider Downs & Co., Inc.•Pittsburgh, PA

6d•Hybrid

About The Position

As a trusted advisor in the professional services industry, you know what matters most to clients: Big thinking with a personal focus. You also know what matters most to your own success, including: career growth, work-life flexibility, leadership that cares about your ability to succeed, the opportunity to give and receive one-on-one coaching and mentoring, as well as learning opportunities that inspire professional development. Experience them all at Schneider Downs, where we’ve been providing accounting, tax, consulting, business advisory and wealth management services through our team of innovative thought leaders for over 65 years. Start building a career with people motivated to help you succeed—and enjoy more of what counts. As a Tax Director – Trust, Estate & Gift (1041, 706, 709), you will manage and sign fiduciary, gift and estate tax returns as well as select individual income tax returns. You will prepare and lead client meetings on compliance and consulting projects related to tax planning opportunities and the tax implications for the client. You will manage the development of seniors and managers. You will also maintain relationships with a diverse client base in various industries and assist firm leadership in identifying new opportunities and assist in obtaining new engagements. 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. Learn more about what it’s like working at Schneider Downs here: https://tinyurl.com/52t4kshw

Requirements

CPA, J.D., LL.M, or Masters in Taxation
Minimum of 10 years of public accounting experience providing tax planning services and/or preparing and reviewing client work papers and income tax returns
1041, 709 and 1041 experience is required
Ability to foster client relationships
Strong leadership, training and mentoring skills
Excellent writing, communication and tax research skills
Desire to embrace and leverage technology

Nice To Haves

706 experienced is preferred, but not required

Responsibilities

Manage a portfolio of fiduciary income tax returns, gift tax returns, estate tax returns, and select individual income tax returns
Sign a significant number of tax returns and proactively manage the client experience throughout the process
Demonstrate strong analytical skills and working knowledge of tax and workflow software
Manage engagement workflow, engagement team resources and engagement billing tax software
Research and analyze a wide range of tax issues and tax implications
Proactively provide wealth planning advice, and 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
Provide leadership, counseling and career guidance for the development and motivation of the engagement team
Work as part of a coordinated client service approach, working with other practice units to provide industry knowledge and insight to clients in a variety of industries
Review engagement profitability and prepare and analyze monthly billing for assigned engagements
Manage internal engagement assignments to ensure suitable professionals are assigned and 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
Identify areas for business development and cross servicing opportunities