Pittsburgh PA
Schneider Downs & Co., Inc., the largest regional CPA and business advisory firm in Western Pennsylvania, is seeking a tax professional to join our growing Estate Planning practice. This position will provide tax and succession planning for high wealth individuals and closely held businesses.Job Responsibilities:Formulate and deliver innovative tax planning strategies and client serviceExtensive research and writing Familiarity with estate planning concepts such as insurance trusts, grantor trusts, grantor retained annuity trusts and sales to defective grantor trustsPreparation of federal estate tax returns, state inheritance tax returns, gift tax returns and fiduciary and individual income tax returnsMaintain active communication with clients to develop relationships, manage expectations and ensure deadlines are metEnsure quality product by acting as primary and/or secondary reviewer of complex compliance and consulting projects Identify and capitalize on opportunities to grow the practice Take an active role in training and developing associates within the departmentAdvance your expertise in tax matters through continued education and research
Schneider Downs & Co., Inc., the largest regional CPA and business advisory firm in Western Pennsylvania, is seeking a tax professional to join our growing Estate Planning practice. This position will provide tax and succession planning for high wealth individuals and closely held businesses.Job Responsibilities:
Qualifications
At least 5-10 years of related experienceCPA License or JD required
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