Tax Manager
Required skills
- CPA
- Tax Law
- partnerships
- HNW individuals
- corporations
- pass-through entities
- estate and gift tax
- investment advisory
- financial planning
- year-end adjusting entries
Nice to have
- public accounting
- supervisory experience
- management experience
- analytical skills
- written communication skills
- verbal communication skills
Role summary
Gursey | Schneider LLP, a Top 100 Firm, seeks a Tax Manager with a CPA certification and 5+ years of public accounting experience, including 2-4 years of supervisory experience. The role requires a broad understanding of Tax Law with specialization in areas like partnerships, HNW individuals, corporations, estate/gift tax, or financial planning. Responsibilities include reviewing complex tax returns, managing client relationships, preparing projections, and conducting tax research. Proficiency in Excel, Word, and CCH Axcess is necessary. The position offers remote or hybrid work options and emphasizes leadership, mentoring, and client advisory services.
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)
Originally posted on Himalayas
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