Senior Tax Analyst

Website Schneider Downs & Co.

Since 1956, we’ve provided accounting, tax, consulting, and business advisory services through innovative thought leaders who deliver their expertise to meet each client's individual needs.

Full Job Description

  • 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 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, and learning opportunities that inspire professional development.
  • Experience them all at Schneider Downs, where we’ve provided accounting, tax, consulting, 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 Senior Tax Analyst – Private Family Office, you will prepare and review tax returns of individual, fiduciary, and closely-held businesses and 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 assist firm leadership in identifying new opportunities and assist in obtaining new engagements.

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

Pay: $74K – $93.7K a year

To apply for this job please visit schneiderdowns.csod.com.