Tax Director – Trust, Estate & Gift

Schneider Downs & Co., Inc; Columbus (OH); Hybrid; USD 140,000 - 210,000; Full time

Benefits offered by this job

Health, dental, and vision insurance

Flexible work arrangements

20+ days PTO and 13 holidays

Flex Fridays

Parental leave & family care leave

401(k) with profit sharing

CPA exam bonus & education assistance

Job summary

Schneider Downs & Co., Inc. is seeking a Tax Director – Trust, Estate & Gift to manage fiduciary, gift and estate tax returns, lead client meetings, and drive tax planning initiatives for a diverse client base. You will mentor seniors and managers while expanding engagements for a broad range of industries.

The role supports a hybrid work model with in-office and remote options within driving distance of our offices. Candidates with CPA/JD/LL.M.

Qualifications

• CPA, J.D., LL.M., or Master's in Taxation required; Enrolled Agent (EA) credential accepted in lieu of a CPA.
• 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; 706 experienced is preferred, but not 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

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

Skills

Client relationships

Leadership

Tax planning

Tax research

Written & verbal communication

Education

CPA/JD/LL.M./Master's in Taxation

Enrolled Agent accepted in lieu of CPA

Tools

Tax workflow software

Tax software

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 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. We are also open to individuals working remotely for this opportunity if they are within driving distance from our clients and offices.

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

What You’ll Do

Compliance and Review

• 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

Advisory Services

• 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

People Development

• 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

Operational Excellence

• 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

Firm Advancement

• 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

What You’ll Need

• CPA, J.D., LL.M., or Master's in Taxation required; Enrolled Agent (EA) credential accepted in lieu of a CPA
• 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; 706 experienced is preferred, but not 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

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.