As a Tax Manager – Private Family Office, you will provide high-level reviews of tax research and tax returns of individual, fiduciary, closely-held businesses. Prepare and lead client meetings on compliance and consulting projects related to tax planning opportunities and the tax implications to the client. In this role, you will maintain relationships with a diverse client base in various industries and assist firm leadership in identifying new opportunities and assist in obtaining new engagements. Learn more about what it’s like working at Schneider Downs here: https://tinyurl.com/52t4kshw 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. WHAT YOU’LL DO • 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 relevant to their personal finances, business and investment needs, family legacy, etc. • Manage engagement workflow, engagement team resources and engagement billing • 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 • Review engagement profitability and prepare and analyze monthly billing for assigned engagements • Review tax returns done by staff and make recommendations on return preparation regarding accuracy and tax savings opportunities • Research and analyze a wide range of tax issues and tax 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 firm and build relationships by attending fundraisers, meetings with prospects/bankers, charitable events, professional organizations, etc. Work as a team on internal initiatives that promote firm growth, culture, technical tax content development and technological advances • Stay informed of current and proposed tax legislation, communicating potential impacts to clients and assist with planning