Tax Manager (High-Net-Worth)

Job Title: Tax Manager, CPA (High-Net-Worth Tax) 

Department: Tax

Location: Remote or Hybrid 

Successful candidates should have the following:

• 5+ years of public accounting experience
• 2-4+ years of supervisory or management experience
• Possess a broad understanding of Tax Law with specialized knowledge in a particular area(s) of partnerships, HNW individuals, corporations, taxation of pass-throughs, entities, estate and gift tax, investment advisory, and/or financial planning.
• Ability to prepare working trial balance and year-end adjusting entries

Educational Requirements:

• Bachelor's degree in Accounting, Finance, or other business-related fields
• CPA certification is required
• Strong technical skills pertaining to tax preparation and review, tax compliance, and tax research
• 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

A day-in-the-life basic overview includes:

• Responsible for the review of high-net-worth individuals, partnerships, gift and estate returns, trust preparations, joint ventures, noncorporate entity tax returns, combined state tax returns, and tax compliance.
• Review very complex individual tax returns.
• Manage and develop income tax and financial planning clients
• Work closely with tax partners and other tax staff on client management, practice development, and business development activities
• Maintain active communication with clients to manage their expectations, ensure client satisfaction, make sure deadlines are met, and lead change efforts effectively
• Consult, collaborate with, and service clients to make recommendations on business and process improvements, and serve as a business adviser to client
• Supervise and help drive the success of multiple engagements in partnership and individual taxation
• Preparing year-end projections
• Researching various Tax issues
• Mentoring Associates and guiding them on Tax issues
• Maintaining presentation skills (oral and written)

Benefits: G|S offers market-leading benefits, including medical/dental/vision insurance, a profit-sharing plan, parental leave, and a 401(k) match. We also provide many 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.