Workplace Diversity
Search
Tax Manager

Tax Manager

locationPittsburgh, PA 15222, USA
PublishedPublished: 2/3/2024
Accounting
Full Time

As a trusted advisor in the professional services industry,you know what matters most to clients: Big thinking with a personal focus. Youalso know what matters most to your own success, including: career growth,work-life flexibility, leadership that cares about your ability to succeed, theopportunity to give and receive one-on-one coaching and mentoring, as well aslearning opportunities that inspire professional development. Experience themall at Schneider Downs, where we’ve been providing accounting, tax, consulting,and wealth management services through our team of innovative thought leadersfor over 65 years. Start building a career with people motivated to help yousucceed—and enjoy more of what counts.

As a Tax Manager – Private Family Office, you will provide high-level reviews of tax research and tax returns of individual, fiduciary and 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. 

Learn more about our Private Family Office here: https://vimeo.com/696681861

Schneider Downs has embraced the hybrid work model, so this role will have flexibility working from home, as well as in the office.

WHAT YOU’LL DO

  • 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
  • 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.

WHAT YOU’LL NEED
  • Bachelor’s or master’s degree in Accounting
  • Minimum of five years of public accounting experience, or relevant private family office experience providing tax planning services, or preparing and reviewing client work papers and income tax returns
  • CPA certification
  • Ability to develop business and foster client relationships
  • Strong leadership, training and mentoring skills
  • Excellent writing, communication and tax research skills

WHERE CULTURE COUNTS
At Schneider Downs, our culture is our identity. And it’sour culture of care that makes us unique. Even as we grow, we work hard toretain this culture to continuously promote a positive, supportive workenvironment through our core values: Care, Integrity, Flexibility, Respect, andDrive.

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 andwinter breaks
- Parental leave, family care leave, and volunteertime
- 401(k) plans and profit sharing
- CPA exam bonus, education assistance program, andpet insurance

ABOUT SCHNEIDER DOWNS
For over 65 years, Schneider Downs has provided audit, tax,consulting, and wealth management services through our team of innovativethought leaders committed to our approach of providing Big Thinking with aPersonal Focus. Our client roster includes a diverse blend of well-establishednational and regional businesses both publicly and privately owned – as well asnot-for-profits and exciting start-ups. Regardless of industry or corporateprofile, our clients receive the highest level of responsiveness, pro-activity,and personal attention to their individual needs. We call that commitment theSD Standard and it’s what makes us different.

A PLACE WHERE INCLUSIVITY COUNTS
Schneider Downs is an Equal Opportunity Employer. Allqualified applicants will receive consideration for employment without regardto race, color, religion, sex, sexual orientation, gender identity, nationalorigin, disability, veteran status, and other protected characteristics. Webelieve a culture of care that celebrates diversity, equity, and inclusioncontributes to a better company, better client services, and a better world.

BUILD A CAREER WHERE YOUR NEEDS COUNT. APPLY NOW.
SchneiderDowns does not accept unsolicited referrals for vacancies, and any unsolicitedreferral will become the property of Schneider Downs. Upon hire, no fee will beowed to the agency, person, or entity.

#LI-HYBRID