Tax Supervisor

Gursey | Schneider LLP

. Review multistate and federal tax returns for high-net-worth individuals, partnerships, joint ventures, and non-corporate entities .

Posted 10/27/2026full-timeRemote • California • United StatesMid-LevelSenior💰 $100,000 - $140,000 per yearWebsite

Core Competencies

Role fit

Core Competencies

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Demonstrates expertise in tax law and compliance for high-net-worth individuals and various entities, with strong capabilities in client relationship management and mentoring. Proficient in preparing tax returns, year-end projections, and providing strategic business advice.

Highest-signal resume keywords

Tax Law ExpertiseClient Relationship ManagementCPA CertificationMentoring and LeadershipTax Return Preparation

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Tax Return ReviewTrial Balance PreparationYear-End Adjusting EntriesTax ComplianceFinancial Planning

Soft Skills

Analytical SkillsOrganizational SkillsWritten CommunicationVerbal CommunicationInterpersonal Skills

Tools & Technologies

ExcelWordCCH Axcess

Certifications & Qualifications

CPA Certification

Industry Keywords

High-Net-Worth IndividualsPartnershipsTrustsEstate TaxGift TaxInvestment AdvisoryNon-Profit Experience

About the role

Key responsibilities & impact

Review multistate and federal tax returns for high-net-worth individuals, partnerships, joint ventures, and non-corporate entities
Review combined state tax returns and ensure compliance with tax regulations
Manage and develop client relationships for income tax and financial planning
Collaborate with tax partners and staff on client management, practice development, and business development activities
Communicate regularly with clients to manage expectations, ensure satisfaction, meet deadlines, and lead change efforts
Consult and collaborate with clients to recommend business and process improvement strategies and act as a business advisor
Supervise and oversee multiple engagements in partnership, trusts, estate, gift, and individual taxation
Prepare year-end projections and research various tax issues
Mentor senior associates and staff and guide them on complex tax issues

Requirements

What you’ll need

4+ years of tax and public accounting experience
Broad understanding of Tax Law with specialized knowledge in one or more of: HNW individuals, partnerships, LLCs, trusts, taxation of pass-throughs, non-profit experience, estate and gift tax, investment advisory, and financial planning
Ability to prepare working trial balance and year-end adjusting entries
Excellent analytical, organizational, written, and verbal communication skills
Demonstrated ability to utilize Excel, Word, and CCH Axcess
Outstanding leadership, mentoring, and interpersonal skills
Bachelor's degree in Accounting, Finance, or another business-related field
CPA certification required

Benefits

Comp & perks

Medical, dental, and vision insurance
Profit-sharing plan
Parental leave
401(k) match plan
Annual ski/camping trip
Black-tie holiday party
Quarterly departmental mixers with travel stipend
Paid continuing education
Retirement savings
Life and disability insurance
Certification incentives
Education assistance
Referral program