Tax Manager – 1040

About the role

As a Tax Manager – 1040, you will provide high-level reviews of tax research and tax returns for individuals, fiduciaries, and closely-held businesses. You will prepare and lead client meetings on compliance and consulting projects related to tax planning opportunities and tax implications. In this role, you will maintain relationships with a diverse client base across various industries, assist firm leadership in identifying new opportunities, and help obtain new engagements.

We offer a hybrid work model, allowing flexibility to work from home and in the office.

Responsibilities

• 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 regarding personal finances, business and investment needs, and family legacy.
• Manage engagement workflow, team resources, and billing.
• Work as part of a coordinated client service approach, collaborating with other practice units to provide industry knowledge and insight.
• Review engagement profitability and analyze monthly billing for assigned engagements.
• Review tax returns prepared by staff and recommend improvements for accuracy and tax savings opportunities.
• Research and analyze a wide range of tax issues and 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 the firm and build relationships by attending fundraisers, meetings with prospects/bankers, charitable events, and professional organizations.
• Work on internal initiatives that promote firm growth, culture, technical tax content development, and technological advances.
• Stay informed of current and proposed tax legislation, communicate potential impacts to clients, and assist with planning.

Requirements

• CPA, J.D., LL.M, or Master’s 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 experience 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.

Benefits

• Competitive compensation.
• Insurance, including 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.

Culture

At Schneider Downs, our culture is our identity. We promote a positive, supportive work environment through our core values: Care & Respect, Integrity, Be Great, Adaptive, and We Not Me. We celebrate diversity, equity, and inclusion as contributors to a better company, client services, and world.