Tax Manager - Private Family Office

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 Manager – Private Family Office, 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’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.