The Role
Lead review and preparation of multistate and federal tax returns for high-net-worth individuals, partnerships, trusts, and pass-throughs. Manage client relationships, supervise engagements, mentor staff, prepare year-end projections, research tax issues, and collaborate on practice and business development. Ensure compliance and advise on financial planning and process improvements.
Summary Generated by Built In
Job Title: Tax Supervisor
Department: Tax
Location: Remote or Hybrid
Successful candidates should have the following:
- 4+ years of tax and public accounting experience
- Possess a broad understanding of Tax Law with specialized knowledge in a particular area(s) of HNW individuals, partnerships, LLCs, trusts, taxation of pass-throughs, non-profit experience, estate and gift tax, investment advisory, and financial planning.
- Ability to prepare working trial balance and year-end adjusting entries
- Excellent skills, analytical, organizational, and written and verbal communication skills
- Demonstrated ability to utilize Excel, Word, and CCH Axcess
- Outstanding leadership, mentoring, and interpersonal skills, fostering client and staff relationships
Educational Requirements:
- Bachelor's degree in Accounting, Finance, or other business-related fields
- A CPA certification is required
A day-in-the-life basic overview includes:
- Review multistate and federal tax returns for high-net-worth individuals, partnerships, joint ventures, and non-corporate entities. This includes combined state tax returns and ensuring compliance with tax regulations.
- Manage and develop client relationships for income tax and financial planning.
- Collaborate with tax partners and other staff on client management, practice development, and business development activities.
- Communicate regularly with clients to manage expectations, ensure they are satisfied with the service, meet deadlines, and lead change efforts effectively.
- Consult and collaborate with clients to recommend business and process improvement strategies and act as a business advisor.
- Supervise and oversee multiple engagements in partnership, trusts, estate, gift, and individual taxation to ensure their success.
- Prepare year-end projections and research various tax issues.
- Mentor senior associates and staff and guide them on complex tax issues.
Benefits: G|S offers market-leading benefits, including medical/dental/vision insurance, a profit-sharing plan, parental leave, and a 401(k) match plan. We also offer fun intangible perks, such as our annual ski/camping trip, black-tie holiday party, quarterly departmental mixers (travel stipend included), and paid continuing education.
About Us: Gursey | Schneider LLP is a Top 100 Firm and a 10-time recipient of Inside Public Accounting's Best of the Best Firms, with more than 40 years of success in the market. Our firm consists of over 200 accounting professionals, and our talented people consistently drive the success of our business through thoughtful strategy and creative problem-solving.
Skills Required
- 4+ years of tax and public accounting experience
- Broad understanding of Tax Law with specialized knowledge in HNW individuals, partnerships, LLCs, trusts, pass-through taxation, non-profit, estate and gift tax, investment advisory, and financial planning
- Ability to prepare working trial balance and year-end adjusting entries
- Excellent analytical, organizational, written and verbal communication skills
- Demonstrated ability to utilize Excel, Word, and CCH Axcess
- Outstanding leadership, mentoring, and interpersonal skills
- Bachelor's degree in Accounting, Finance, or other business-related field
- CPA certification
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The Company
What We Do
Gursey | Schneider LLP is a premier Los Angeles accounting firm headquartered in Century City, the center of the financial and entertainment community. The firm also maintains offices in Orange County, the South Bay, the San Fernando Valley and San Francisco. Working as a cohesive team within the firm, our departments are fully integrated, giving our clients the benefit of having one firm handling their needs in every area of accounting, business management and litigation support, as well as business valuation services.
