Tax Associate

Gursey | Schneider LLP

. Prepare and assist with multi-state and federal income tax returns for high-net-worth individuals, corporations, partnerships, entities, estates, and trusts .

Posted 10/14/2026full-timeRemote • California • United StatesJuniorMid-Level💰 $65,000 - $85,000 per yearWebsite

Core Competencies

Role fit

Core Competencies

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Demonstrates expertise in preparing multi-state and federal income tax returns for high-net-worth individuals and entities, with a strong understanding of tax law and compliance. Proficient in utilizing tax software and maintaining precise communication with clients and senior staff.

Highest-signal resume keywords

Public Accounting ExperienceTax Return PreparationTax Law KnowledgeCPA EligibilityProficiency in Excel

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Tax Return PreparationTrial Balance PreparationYear-End Adjusting EntriesTax ComplianceTax Research

Soft Skills

Verbal CommunicationWritten CommunicationPresentation Skills

Tools & Technologies

CCH AxcessExcelWord

Certifications & Qualifications

CPA Eligibility

Industry Keywords

High-Net-Worth IndividualsCorporationsPartnershipsEstatesTrustsNon-Profit Organizations

About the role

Key responsibilities & impact

Prepare and assist with multi-state and federal income tax returns for high-net-worth individuals, corporations, partnerships, entities, estates, and trusts
Support Senior Staff and Managers with year-end projections and quarterly estimates
Assist with new tax compliance approaches from reviews to analysis
Conduct thorough research and remain up to date with tax laws
Liaise regularly with senior staff, managers, and clients while maintaining strong verbal and written presentation skills
Perform duties with precision and accuracy

Requirements

What you’ll need

2-3 years of public accounting and tax-related experience
Ability to prepare a working trial balance and make year-end adjusting entries
Broad understanding of tax law with specialized knowledge in one or more areas, such as individual and corporate taxation of pass-throughs, estate and gift tax, investment advisory, and financial planning
Experience preparing tax returns for high-net-worth individuals, corporations, partnerships, LLCs, and trusts is preferred
Experience in non-profit organizations is an added advantage
Bachelor's degree in Accounting, Finance, or other business-related fields
CPA eligible or in the process of obtaining a CPA certification
Proficiency in Excel and Word
Experience with tax software (e.g., CCH Axcess) is preferred
Excellent research, writing, verbal, and written communication skills

Benefits

Comp & perks

medical/dental/vision insurance
profit-sharing plan contributions
401(k)-match plan
paid parental leave
generous holiday and PTO pay
overtime pay
annual ski/camping trip
black-tie holiday party
quarterly departmental mixers (travel stipend included)
paid continuing education
retirement savings
life and disability insurance
certification incentives
education assistance
referral program