Tax Analyst – Trust, Estate & Gift

About the Role

As a Tax Analyst – Trust, Estate & Gift, you will prepare and analyze fiduciary, gift, and estate tax returns (1041, 706, 709) as well as select individual income tax returns. You will participate in client meetings on compliance and consulting projects related to tax planning opportunities and the tax implications for the client. We offer a hybrid work model, allowing flexibility to work from home and in the office.

Responsibilities

• Prepare and, in some cases, review fiduciary income tax returns, gift tax returns, estate tax returns, and select individual income tax returns.
• Demonstrate strong analytical skills and working knowledge of tax and workflow software.
• Research and analyze a wide range of tax issues and tax implications.
• Develop an understanding of wealth planning advice to help clients make informed, strategic decisions relevant to their tax and estate planning needs.
• Stay informed of current and proposed tax legislation, communicating potential impacts to clients and assisting with planning.
• Learn and utilize firm processes, technology, and software to ensure operational excellence.
• Work as a team on internal initiatives that promote firm growth, culture, technical tax content development, and technological advances.

Requirements

• CPA, J.D., LL.M, or Masters in Taxation.
• Desire to become an expert in the preparation of fiduciary, gift, estate, and individual income tax returns.
• Excellent writing, communication, and tax research skills.
• Desire to build relationships, internally and externally, to advance your career.
• Desire to embrace and leverage technology.

Benefits

• Competitive compensation.
• Insurance (health, dental, and vision) beginning 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.

About Us

Schneider Downs has been providing accounting, tax, consulting, business advisory, and wealth management services for over 65 years. Our culture is built on core values: Care & Respect, Integrity, Be Great, Adaptive, and We Not Me. We foster a positive, supportive work environment that celebrates diversity, equity, and inclusion.