Tax Director, Trusts & Estates (Hybrid)

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

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.