Manages tax engagements for high-net-worth individuals, partnerships, trusts, estates, corporations, and other entities. Reviews complex tax returns, researches tax issues, prepares projections and adjusting entries, and ensures tax compliance. Advises clients on business and process improvements, develops client relationships, supports practice and business development, supervises multiple engagements, and mentors tax staff.
About Us: Gursey | Schneider LLP is a Top 100 Firm and a 12-time recipient of Inside Public Accounting's Best of the Best Firms, with over 40 years of success in the market. Our firm consists of over 250 accounting professionals, and our talented people consistently drive the success of our business through thoughtful strategy and creative problem-solving.
Job Title: Tax Manager, CPA
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.
Similar Jobs
Fintech • Insurance
The Tax Manager leads corporate tax compliance, tax provision, tax research, audits, and tax strategy. Responsibilities include reviewing federal and state tax returns, managing GAAP and SAP tax provisions, overseeing FIN 48 analyses, supervising audits, strengthening internal controls, improving processes, and advising senior leadership. The role also leads, mentors, and develops tax professionals while ensuring accurate, timely deliverables and regulatory compliance.
Top Skills:
Fin 48GaapSAP
Financial Services
Leads tax engagements and reviews complex individual, partnership, trust, estate, gift, and entity returns. Manages high-net-worth and financial planning clients, performs tax research and year-end projections, supervises multiple engagements, and mentors tax staff. Maintains client relationships, supports practice and business development, advises clients on tax and process improvements, and collaborates with partners and team members to meet deadlines and ensure client satisfaction.
Top Skills:
Cch AxcessExcelMicrosoft Word
Professional Services
Manages international and federal tax consulting and compliance engagements, develops tax planning strategies, advises clients on mergers, acquisitions, and restructuring, prepares and reviews complex returns, researches tax law changes, and serves as a trusted client and tax-authority contact. Leads, mentors, and develops tax professionals while maintaining client relationships and ensuring high-quality deliverables.
Top Skills:
Tax Software
What you need to know about the San Francisco Tech Scene
San Francisco and the surrounding Bay Area attracts more startup funding than any other region in the world. Home to Stanford University and UC Berkeley, leading VC firms and several of the world’s most valuable companies, the Bay Area is the place to go for anyone looking to make it big in the tech industry. That said, San Francisco has a lot to offer beyond technology thanks to a thriving art and music scene, excellent food and a short drive to several of the country’s most beautiful recreational areas.
Key Facts About San Francisco Tech
- Number of Tech Workers: 365,500; 13.9% of overall workforce (2024 CompTIA survey)
- Major Tech Employers: Google, Apple, Salesforce, Meta
- Key Industries: Artificial intelligence, cloud computing, fintech, consumer technology, software
- Funding Landscape: $50.5 billion in venture capital funding in 2024 (Pitchbook)
- Notable Investors: Sequoia Capital, Andreessen Horowitz, Bessemer Venture Partners, Greylock Partners, Khosla Ventures, Kleiner Perkins
- Research Centers and Universities: Stanford University; University of California, Berkeley; University of San Francisco; Santa Clara University; Ames Research Center; Center for AI Safety; California Institute for Regenerative Medicine
