Tax Analyst – Trust, Estate & Gift

We need to output HTML fragment with headings

for sections: About the role, Responsibilities, Requirements, Qualifications, Skills, Benefits, Pay, Schedule. Only include sections that have real specific content. We must not repeat job title as heading. Must not include Job ID etc. Remove boilerplate, navigation, EEO, etc. Must preserve all substantive info. We need to parse the posting. Content: Intro paragraph: "As a trusted advisor..." etc. That's about the company and role. Could be "About the role" or maybe "About the role" includes description of role and company. We'll put that in

About the role

with

. Then "What You’ll Do" with bullet points under subheadings: Compliance and Review, Advisory Services, Operational Excellence, Firm Advancement. Those are duties/responsibilities. So we can have

Responsibilities

with

• each bullet. But we need to preserve subheadings? The instruction: Use

  for section headings (e.g. About the role, Responsibilities, Requirements, Qualifications, Skills, Benefits, Pay, Schedule). Use

  • for any list of duties/requirements/benefits, and

    for prose. So we should not create subheadings inside responsibilities; just list items. However we could keep the subheadings as part of the li text. Thus responsibilities list items: "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", "Begin to gain an understanding of wealth planning advice in order 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 assist with planning", "Learn and utilize firm processes, technology and software", "Ensure firm technology is being applied where appropriate", "Work as a team on internal initiatives that promote firm growth, culture, technical tax content development and technological advances". Now "What You’ll Need": Bachelor's degree in Accounting, 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.; Desire to build relationships, internally and externally, to advance career; Excellent writing, communication and tax research skills; Desire to embrace and leverage technology. These could be Requirements, Qualifications, Skills. We need to decide which sections to include. The posting includes education requirement (Bachelor's degree...), desire to become expert, desire to build relationships, excellent writing/communication/tax research skills, desire to embrace technology. Could map to Requirements (education), Qualifications (desire to become expert, build relationships), Skills (writing/communication/research, technology). But we can also combine into Requirements and Skills. The instruction: Prefer a few substantive sections over many thin ones. So maybe we combine into Requirements (education + desires) and Skills (writing/communication/research, technology). Or we could have Requirements (education), Qualifications (desires), Skills (writing/communication/research, technology). That's three sections. Might be okay but they said prefer few substantive sections over many thin ones. Could combine all into Requirements and Skills. Let's see: Requirements could include education and desire to become expert and desire to build relationships. Skills could include writing/communication/tax research and technology. That seems reasonable. Now Benefits: The posting includes "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". Also "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." That's schedule/flexibility. Also "Learn more about what it’s like working at Schneider Downs here: https://tinyurl.com/52t4kshw" - that's a link, but it's application instruction? It's more info; maybe we keep as part of About the role? It's a link to learn more; but instruction says remove application instructions. This is not exactly application instruction but maybe we can keep as part of About the role? It's a link to learn more about working at Schneider Downs. Could keep as part of About the role paragraph. Pay: Not explicitly stated; only "Competitive compensation". That's vague; we should not create Pay section unless posting actually states them. "Competitive compensation" is not specific; it's vague. The instruction: never emit a heading followed by filler/placeholder text (e.g. "commensurate with experience", "not specified", "N/A", "varies", "TBD") and never create Pay/Schedule/Benefits sections unless the posting actually states them. "Competitive compensation" is vague but still states compensation exists. However it's not a specific number or range. Might be considered filler? The instruction says avoid placeholder like "commensurate with experience". "Competitive compensation" is similar. Safer to not create Pay section. Instead we could include compensation info within Benefits? But Benefits section is for benefits like insurance, PTO, etc. Compensation could be part of Benefits? Usually compensation separate. But we can include "Competitive compensation" as a bullet under Benefits? Might be okay. However they said only create Benefits section if posting actually states them. It does state benefits. So we will have Benefits section with list of benefits including "Competitive compensation". But we need to check if "Competitive compensation" is considered substantive enough. It's a statement; we can include. Schedule: They mention hybrid work model, flexibility of working from home and office, Flex Fridays, office closures for summer and winter breaks. That's schedule info. So we can create Schedule section with those details. Thus sections: About the role, Responsibilities, Requirements, Skills, Benefits, Schedule. Possibly also Qualifications? We combined desires into Requirements. Could also have Qualifications separate but we can keep few sections. Now we need to strip boilerplate: EEO statement, "A PLACE WHERE INCLUSIVITY COUNTS", etc. Also remove "WHERE CULTURE COUNTS" maybe part of About the role? It's culture description; could be part of About the role. But we need to decide if we keep that. It's substantive about culture. Could include in About the role paragraph. We must not include duplicated lines. Ensure we preserve all substantive info. Let's extract substantive paragraphs: Intro: "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." That's About the role. Then "As a Tax Analyst – Trust, Estate & Gift (1041, 706, 709), you will prepare and analyze fiduciary, gift and estate tax returns 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." This is also role description; could be part of About the role or Responsibilities. Since it's specific duties, maybe include in Responsibilities. But we already have responsibilities list; we could add these as items. But the "What You’ll Do" section already lists duties. The earlier sentence is similar to first bullet. Might be duplicate. We'll keep the list from "What You’ll Do" as responsibilities; we can omit the earlier sentence to avoid duplication. Now "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." That's schedule/flexibility. Then "Learn more about what it’s like working at Schneider Downs here: https://tinyurl.com/52t4kshw" - maybe keep as part of About the role? It's a link to learn more; could be considered navigation? It's not boilerplate; it's a link to more info. Might keep as part of About the role. Now "What You’ll Do" with subheadings and bullet points. Now "What You’ll Need" bullet list. Now "WHERE CULTURE COUNTS" paragraph: "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." This is culture; could be part of About the role. Then "ENJOY MORE OF THE THINGS THAT MATTER MOST" list of benefits. Then "A PLACE WHERE INCLUSIVITY COUNTS" EEO boilerplate; remove. Thus final HTML:

    About the role

    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. 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. Learn more about what it’s like working at Schneider Downs here: https://tinyurl.com/52t4kshw

    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
    • Begin to gain an understanding of wealth planning advice in order 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 assist with planning
    • Learn and utilize firm processes, technology and software
    • Ensure firm technology is being applied where appropriate
    • Work as a team on internal initiatives that promote firm growth, culture, technical tax content development and technological advances
    • Participate in client meetings on compliance and consulting projects related to tax planning opportunities and the tax implications for the client

    Requirements

    • Bachelor's degree in Accounting, 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
    • Des