Tax Manager

Gursey | Schneider LLP

. Review high-net-worth individual, partnership, gift and estate, trust, joint venture, noncorporate entity, combined state tax, and tax compliance returns .

Posted 10/14/2026full-timeRemote • California • United StatesMid-LevelSenior💰 $115,000 - $155,000 per yearWebsite

Core Competencies

Role fit

Core Competencies

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Demonstrates expertise in Tax Law, including partnerships, high-net-worth individuals, and estate and gift tax, while effectively managing client relationships and leading teams. Proficient in tax preparation, compliance, and research, with strong analytical and communication skills.

Highest-signal resume keywords

5+ Years Public Accounting ExperienceCPA CertificationTax Preparation and ReviewSupervisory or Management ExperienceTax Law Expertise

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Tax ComplianceTax ResearchYear-End ProjectionsWorking Trial Balance PreparationFinancial Planning

Soft Skills

LeadershipMentoringInterpersonal SkillsAnalytical SkillsOrganizational Skills

Tools & Technologies

ExcelWordCCH Axcess

Certifications & Qualifications

CPA Certification

Industry Keywords

High-Net-Worth IndividualsPartnershipsEstate and Gift TaxTax Compliance ReturnsBusiness Adviser

About the role

Key responsibilities & impact

Review high-net-worth individual, partnership, gift and estate, trust, joint venture, noncorporate entity, combined state tax, and tax compliance returns
Review complex individual tax returns
Manage and develop income tax and financial planning clients
Work with tax partners and staff on client management, practice development, and business development
Communicate with clients to manage expectations, ensure satisfaction, meet deadlines, and lead change efforts
Consult and collaborate with clients on business and process improvements
Serve as a business adviser to clients
Supervise multiple partnership and individual taxation engagements
Prepare year-end projections
Research tax issues
Mentor Associates and guide them on tax issues
Maintain oral and written presentation skills

Requirements

What you’ll need

5+ years of public accounting experience
2-4+ years of supervisory or management experience
Broad understanding of Tax Law with specialized knowledge in one or more 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
Bachelor's degree in Accounting, Finance, or other business-related fields
CPA certification is required
Strong technical skills in tax preparation and review, tax compliance, and tax research
Strong analytical, organizational, written, and verbal communication skills
Experience utilizing Excel, Word, and CCH Axcess
Outstanding leadership, mentoring, and interpersonal skills
Ability to foster client and staff relationships

Benefits

Comp & perks

medical/dental/vision insurance
profit-sharing plan
parental leave
401(k) match
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