Tax Manager - 1040

Schneider Downs & Co., Inc.

$90K — $120K *
Legal & Accounting
5 - 7 years of experience
Job Overview by Ladders

Qualifications

  • CPA, J.D., LL.M or Masters in Taxation required
  • 5+ years of public accounting experience in tax planning
  • Experience with 1040 tax returns is required; 1041 is preferred
  • Proficient in developing business and client relationships
  • Strong leadership and mentoring abilities
  • Excellent writing and communication skills
  • Robust analytical skills with advanced knowledge of tax software

Responsibilities

  • Support high-net-worth clients like entrepreneurs and families with multigenerational wealth
  • Provide strategic wealth planning advice tailored to client needs
  • Manage engagement workflow and team resources effectively
  • Collaborate across practice units to deliver comprehensive client services
  • Analyze engagement profitability and oversee billing processes for assigned clients
  • Review tax returns prepared by staff, suggesting improvements and tax savings
  • Conduct research on various tax issues and legislation for client advisement

Benefits

  • Health, dental, and vision insurance starting on day one
  • Over 20 days of paid time off plus 13 paid holidays
  • Flex Fridays and summer/winter break office closures
  • Parental and family care leave alongside volunteer time off
  • Retirement benefits including 401(k) and profit sharing
  • CPA exam support and education assistance programs
  • Pet insurance offerings
Full Job Description
As a Tax Manager - 1040, you will provide high-level reviews of tax research and tax returns of individual, fiduciary, 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 what it's like working at Schneider Downs here: https://tinyurl.com/52t4kshw

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.

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
• Research and analyze a wide range of tax issues and tax implications
• 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. Work as a team on internal initiatives that promote firm growth, culture, technical tax content development and technological advances
• Stay informed of current and proposed tax legislation, communicating potential impacts to clients and assist with planning

WHAT YOU'LL NEED
• CPA, J.D., LL.M or Masters in Taxation
• Minimum of five years of public accounting experience providing tax planning services and/or preparing and reviewing client work papers and income tax returns
• 1040 experience is required; 1041 experienced is preferred, but not required
• 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 & 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 andwinter breaks
- Parental leave, family care leave, and volunteertime
- 401(k) plans and profit sharing
- CPA exam bonus, education assistance program, andpet insurance

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