Tax Director – Trust, Estate & Gift

As a Tax Director – Trust, Estate Gift (1041, 706, 709) , you will manage and sign fiduciary, gift and estate tax returns as well as select individual income tax returns. You will prepare and lead client meetings on compliance and consulting projects related to tax planning opportunities and the tax implications for the client. You will manage the development of seniors and managers. You will also maintain relationships with a diverse client base in various industries and assist firm leadership in identifying new opportunities and assist in obtaining new engagements. 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. Learn more about what it’s like working at Schneider Downs here: <https://tinyurl.com/52t4kshw> WHAT YOU’LL DO Compliance and Review Manage a portfolio of fiduciary income tax returns, gift tax returns, estate tax returns, and select individual income tax returns Sign a significant number of tax returns and proactively manage the client experience throughout the process Demonstrate strong analytical skills and working knowledge of tax and workflow software Manage engagement workflow, engagement team resources and engagement billing tax software Advisory Services Research and analyze a wide range of tax issues and tax implications Proactively provide wealth planning advice, and 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 People Development Provide leadership, counseling and career guidance for the development and motivation of the engagement team 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 Operational Excellence Review engagement profitability and prepare and analyze monthly billing for assigned engagements Manage internal engagement assignments to ensure suitable professionals are assigned and firm technology is being applied where appropriate Firm Advancement Work as a team on internal initiatives that promote firm growth, culture, technical tax content development and technological advances Identify areas for business development and cross servicing opportunities