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Senior Tax Analyst - Private Family Office
Apply
$93k-113k (estimate)
Full Time 4 Days Ago
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Schneider Downs & Co., Inc. is Hiring a Senior Tax Analyst - Private Family Office Near Pittsburgh, PA

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 Senior Tax Analyst - Private Family Office , you will prepare and review tax returns of individual, fiduciary and closely-held businesses, as well as research and analyze a wide range of tax issues and tax implications. You will be a critical member of the engagement team working on compliance and consulting projects related to tax planning opportunities and the tax implications to the client. In this role, you will support 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
  • Act as a trusted member of the engagement team and provide various tax compliance and advisory services
  • Prepare and review returns for engagements for a variety of clients, including reviewing tax returns prepared by staff and make recommendations regarding accuracy and tax savings opportunities
  • Stay informed of current and proposed tax legislation, communicating potential impacts to clients and assist with planning
  • Proactively communicate with engagement team and client on complicated tax matters and specialty tax practices
  • Maintain and develop strong client relationships on various tax consulting/compliance engagements
  • Manage engagement workflow, engagement team resources and engagement billing
  • Work as part of a coordinated client service team 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
  • 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 or master's degree in Accounting
  • Minimum of three 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 license eligibility
  • Highly motivated self-starter with ability to prioritize tasks and complete assignments within time constraints and deadlines
  • Strong leadership, project management, organizational and analytical skills
  • Excellent verbal and written communication skills
  • Strong knowledge of Microsoft Office 365, including Word, Excel and Power Point
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.
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Job Summary

JOB TYPE

Full Time

SALARY

$93k-113k (estimate)

POST DATE

06/29/2024

EXPIRATION DATE

07/16/2024

WEBSITE

schneiderdowns.com

HEADQUARTERS

PITTSBURGH, PA

SIZE

200 - 500

FOUNDED

1956

TYPE

Private

CEO

RAYMOND BUEHLER JR

REVENUE

<$5M

INDUSTRY

Business Services

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About Schneider Downs & Co., Inc.

Schneider Downsengaged in providing providing accounting, tax and business advisory services to businesses.

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