Back to jobs
New

Tax Analyst – Trust, Estate & Gift

Pittsburgh, Pennsylvania, United States

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.

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.

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
 • 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
Advisory Services
 • 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
Operational Excellence
 • Learn and utilize firm processes, technology and software
 • Ensure 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

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

WHERE CULTURE 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.

ENJOY MORE OF THE THINGS THAT MATTER MOST
 • 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

A PLACE WHERE INCLUSIVITY COUNTS
Schneider Downs is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, veteran status, and other protected characteristics. We believe a culture of care that celebrates diversity, equity, and inclusion contributes to a better company, better client services, and a better world.

#LI-HYBRID

Apply for this job

*

indicates a required field

Resume/CV*

Accepted file types: pdf, doc, docx, txt, rtf

Cover Letter

Accepted file types: pdf, doc, docx, txt, rtf

Select...
Select...
Select...
Select...
Select...
Select...
Select...

Voluntary Self-Identification

For government reporting purposes, we ask candidates to respond to the below self-identification survey. Completion of the form is entirely voluntary. Whatever your decision, it will not be considered in the hiring process or thereafter. Any information that you do provide will be recorded and maintained in a confidential file.

As set forth in Schneider Downs’s Equal Employment Opportunity policy, we do not discriminate on the basis of any protected group status under any applicable law.

Select...
Select...
Race & Ethnicity Definitions

If you believe you belong to any of the categories of protected veterans listed below, please indicate by making the appropriate selection. As a government contractor subject to the Vietnam Era Veterans Readjustment Assistance Act (VEVRAA), we request this information in order to measure the effectiveness of the outreach and positive recruitment efforts we undertake pursuant to VEVRAA. Classification of protected categories is as follows:

A "disabled veteran" is one of the following: a veteran of the U.S. military, ground, naval or air service who is entitled to compensation (or who but for the receipt of military retired pay would be entitled to compensation) under laws administered by the Secretary of Veterans Affairs; or a person who was discharged or released from active duty because of a service-connected disability.

A "recently separated veteran" means any veteran during the three-year period beginning on the date of such veteran's discharge or release from active duty in the U.S. military, ground, naval, or air service.

An "active duty wartime or campaign badge veteran" means a veteran who served on active duty in the U.S. military, ground, naval or air service during a war, or in a campaign or expedition for which a campaign badge has been authorized under the laws administered by the Department of Defense.

An "Armed forces service medal veteran" means a veteran who, while serving on active duty in the U.S. military, ground, naval or air service, participated in a United States military operation for which an Armed Forces service medal was awarded pursuant to Executive Order 12985.

Select...

Voluntary Self-Identification of Disability

Form CC-305
Page 1 of 1
OMB Control Number 1250-0005
Expires 07/31/2029

Why are you being asked to complete this form?

We are a federal contractor or subcontractor. The law requires us to provide equal employment opportunity to qualified people with disabilities. We have a goal of having at least 7% of our workers as people with disabilities. The law says we must measure our progress towards this goal. To do this, we must ask applicants and employees if they have a disability or have ever had one. People can become disabled, so we need to ask this question at least every five years.

Completing this form is voluntary, and we hope that you will choose to do so. Your answer is confidential. No one who makes hiring decisions will see it. Your decision to complete the form and your answer will not harm you in any way. If you want to learn more about the law or this form, visit the U.S. Department of Labor’s Office of Federal Contract Compliance Programs (OFCCP) website at www.dol.gov/ofccp.

How do you know if you have a disability?

A disability is a condition that substantially limits one or more of your “major life activities.” If you have or have ever had such a condition, you are a person with a disability. Disabilities include, but are not limited to:

  • Alcohol or other substance use disorder (not currently using drugs illegally)
  • Autoimmune disorder, for example, lupus, fibromyalgia, rheumatoid arthritis, HIV/AIDS
  • Blind or low vision
  • Cancer (past or present)
  • Cardiovascular or heart disease
  • Celiac disease
  • Cerebral palsy
  • Deaf or serious difficulty hearing
  • Diabetes
  • Disfigurement, for example, disfigurement caused by burns, wounds, accidents, or congenital disorders
  • Epilepsy or other seizure disorder
  • Gastrointestinal disorders, for example, Crohn's Disease, irritable bowel syndrome
  • Intellectual or developmental disability
  • Mental health conditions, for example, depression, bipolar disorder, anxiety disorder, schizophrenia, PTSD
  • Missing limbs or partially missing limbs
  • Mobility impairment, benefiting from the use of a wheelchair, scooter, walker, leg brace(s) and/or other supports
  • Nervous system condition, for example, migraine headaches, Parkinson’s disease, multiple sclerosis (MS)
  • Neurodivergence, for example, attention-deficit/hyperactivity disorder (ADHD), autism spectrum disorder, dyslexia, dyspraxia, other learning disabilities
  • Partial or complete paralysis (any cause)
  • Pulmonary or respiratory conditions, for example, tuberculosis, asthma, emphysema
  • Short stature (dwarfism)
  • Traumatic brain injury
Select...

PUBLIC BURDEN STATEMENT: According to the Paperwork Reduction Act of 1995 no persons are required to respond to a collection of information unless such collection displays a valid OMB control number. This survey should take about 5 minutes to complete.