Tax Senior

Gursey | Schneider LLP

. Review and prepare complex tax returns for high-net-worth individuals, partnerships, corporations, entities, and LLCs.

Posted 10/14/2026full-timeEncino • California • United StatesSenior💰 $80,000 - $110,000 per yearWebsite

Core Competencies

Role fit

Core Competencies

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Demonstrates expertise in preparing and reviewing complex tax returns for high-net-worth individuals and entities, with a strong understanding of Tax Law and financial planning. Proficient in managing client relationships and mentoring junior staff while maintaining exceptional communication and multitasking skills.

Highest-signal resume keywords

Tax Return PreparationTax Law KnowledgeClient ManagementCPA LicenseExcel Proficiency

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Tax Return PreparationTrial Balance PreparationYear-End Adjusting EntriesTax AnalysisTax Research

Soft Skills

Communication SkillsMultitasking AbilitiesProblem-Solving Ability

Tools & Technologies

CCH AxcessExcelWord

Certifications & Qualifications

CPA License

Industry Keywords

High-Net-Worth IndividualsFiduciary Tax ReturnsEstate Tax ReturnsGift Tax ReturnsPublic Accounting

About the role

Key responsibilities & impact

Review and prepare complex tax returns for high-net-worth individuals, partnerships, corporations, entities, and LLCs.
Prepare individual, fiduciary, estate, and gift tax returns by deadlines.
Work with the tax team to ensure the various components of the tax process are performed.
Work with clients to gather relevant tax-related information to prepare accurate tax returns.
Analyze individuals' tax situations, trusts, and estates to ensure maximum tax benefits are applied.
Prepare and review year-end projections and quarterly estimates.
Research tax-related issues.
Manage and develop clients requiring income tax and financial planning.
Mentor and guide interns and associates on tax matters.
Act as a liaison between managers and clients.
Maintain strong written and oral presentation skills.
Attend internal and external professional development and training seminars regularly.

Requirements

What you’ll need

2-5 years of experience in public accounting tax work, including experience with preparing and reviewing complex high-net-worth individual, partnership, fiduciary, LLC, non-profit, gift, and estate tax returns.
Ability to prepare working trial balance and year-end adjusting entries.
Possess a broad understanding of Tax Law.
Excellent communication skills, both written and verbal.
Exceptional multitasking abilities and consistently meet all deadlines.
Keen interest in staying abreast of changes in tax industry regulations and policies.
Problem-solving ability and ability to identify and offer solutions.
Proficiency in Excel, Word, and CCH Axcess.
Bachelor's degree in Accounting, Finance, or a related business field.
Valid CPA license or working towards obtaining a CPA license.
Must be authorized to work in the United States now and in the future without visa sponsorship.

Benefits

Comp & perks

medical/dental/vision insurance
profit sharing plan
paid parental leave
401(k) match
generous holiday and PTO
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