Tax Analyst – Trust, Estate & Gift

Schneider Downs; Pittsburgh (Allegheny County); Hybrid; USD 65,000 - 90,000; Full time

Benefits offered by this job

Competitive compensation

Health, dental, and vision insurance (

20+ days PTO and 13 holidays

Flex Fridays and office closures for夏夏

Job summary

Schneider Downs in Pittsburgh, PA, is seeking a Tax Analyst – Trust, Estate & Gift to prepare fiduciary, gift and estate tax returns, and select individual income tax returns. You will participate in client meetings on compliance and consulting projects related to tax planning opportunities and client implications.

The role supports hybrid work with flexible scheduling, opportunities for growth, mentoring, and ongoing professional development within a firm that values care, integrity, and

Qualifications

• Bachelor's degree in Accounting, JD/LLM or Masters in Taxation.
• Desire to become expert in fiduciary, gift, estate and individual income tax returns.
• Desire to build relationships to advance career.
• Excellent writing, communication and tax research skills.
• Desire to embrace and leverage technology.

Responsibilities

• Prepare and review fiduciary, gift, estate and select individual income tax returns.
• Demonstrate strong analytical skills and working knowledge of tax workflow software.
• Research and analyze a wide range of tax issues and implications.
• Assist with wealth planning advice related to tax and estate planning needs.
• Stay informed of current tax legislation and communicate potential impacts to clients.

Skills

Tax knowledge

Analytical skills

Written communication

Tech-savvy

Education

Bachelor's degree in Accounting

JD/LLM/Masters in Taxation

Job description

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 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. Learn more about what it’s like working at Schneider Downs here: https://tinyurl.com/52t4kshw

What You’ll Do

Compliance and Review

• 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

Advisory Services

• 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

Operational Excellence

• Learn and utilize firm processes, technology and software
• Ensure firm technology is being applied where appropriate

Firm Advancement

• Work as a team on internal initiatives that promote firm growth, culture, technical tax content development and technological advances

What You’ll Need

• Bachelor's degree in Accounting, 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

WHERE CULTURE COUNTS

At Schneider Downs, our culture is our identity. And it’s our culture of care that makes us unique. Even as we grow, we work hard to retain this culture to continuously promote a positive, supportive work environment through our core values: Care & Respect, Integrity, Be Great, Adaptive and We Not Me.

ENJOY MORE OF THE THINGS THAT MATTER MOST

• Competitive compensation
• Insurance, including health, dental, and vision, that begin on day one
• 20+ days of paid time off and 13 paid holidays
• Flex Fridays and office closures for summer and winter breaks
• Parental leave, family care leave, and volunteer time
• 401(k) plans and profit sharing
• CPA exam bonus, education assistance program, and pet insurance

A PLACE WHERE INCLUSIVITY COUNTS

Schneider Downs is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, veteran status, and other protected characteristics. We believe a culture of care that celebrates diversity, equity, and inclusion contributes to a better company, better client services, and a better world.