Tax Manager-Private Family Office

Schneider Downs•Pittsburgh, PA

4d•Hybrid

About The Position

As a Tax Manager – Private Family Office, you will provide high-level reviews of tax research and tax returns of individual, fiduciary, closely-held businesses. Prepare and lead client meetings on compliance and consulting projects related to tax planning opportunities and the tax implications to the client. In this role, you will 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.

Requirements

CPA, J.D., LL.M or Masters in Taxation
Minimum of five years of public accounting experience providing tax planning services and/or preparing and reviewing client work papers and income tax returns
1040 experience is required
Ability to develop business and foster client relationships
Strong leadership, training and mentoring skills
Excellent writing, communication and tax research skills

Nice To Haves

1041 experienced is preferred, but not required

Responsibilities

Support the specialized needs of high-net worth clients, including families with multigenerational wealth, entrepreneurs and closely-held business owners
Provide wealth planning advice, and help clients make informed, strategic decisions relevant to their personal finances, business and investment needs, family legacy, etc.
Manage engagement workflow, engagement team resources and engagement billing
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
Review tax returns done by staff and make recommendations on return preparation regarding accuracy and tax savings opportunities
Research and analyze a wide range of tax issues and tax implications
Demonstrate strong analytical skills and working knowledge of accounting and tax software
Provide leadership, counseling and career guidance for the development and motivation of the engagement team
Represent firm and build relationships by attending fundraisers, meetings with prospects/bankers, charitable events, professional organizations, etc. Work as a team on internal initiatives that promote firm growth, culture, technical tax content development and technological advances
Stay informed of current and proposed tax legislation, communicating potential impacts to clients and assist with planning