Remote Tax Supervisor: HNW & Partnerships

Gursey; United States; Hybrid; USD 100,000 - 140,000; Full time

Benefits offered by this job

Medical insurance

Dental and vision insurance

401(k) match

Profit sharing

Education assistance

Referral program

Annual ski trip

Company events

Job summary

Gursey | Schneider LLP is a Top 100 Firm with over 40 years in the market, offering remote or hybrid work arrangements. The Tax Supervisor will lead high-net-worth and pass-through tax engagements, mentor staff, and collaborate with partners to drive client success.

You will review multistate and federal returns, manage client relationships, and provide tax planning and advisory services while developing business opportunities. CPA is required and a Bachelor's in a related field is expected.

Qualifications

• 4+ years of tax and public accounting experience.
• Broad understanding of tax law with specialization in HNW, partnerships, LLCs, trusts, tax 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, 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.

Responsibilities

• Review multistate and federal tax returns for high-net-worth individuals, partnerships, joint ventures, and non-corporate entities.
• Manage and develop client relationships for income tax and financial planning.
• Collaborate with tax partners and other staff on client management, practice development, and business development activities.
• Communicate regularly with clients to manage expectations, ensure they are satisfied with the service, meet deadlines, and lead change efforts effectively.
• 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 to ensure their success.
• Prepare year-end projections and research various tax issues.
• Mentor senior associates and staff and guide them on complex tax issues.

Skills

Tax planning expertise

Public accounting experience

Client relationship management

Leadership & mentoring

Communication skills

Education

Bachelor's degree in Accounting/Finance

CPA certification

Tools

Excel

Word

CCH Axcess

Job description

Gursey | Schneider LLP is a Top 100 Firm with over 40 years in the market, offering remote or hybrid work arrangements. The Tax Supervisor will lead high-net-worth and pass-through tax engagements, mentor staff, and collaborate with partners to drive client success.

You will review multistate and federal returns, manage client relationships, and provide tax planning and advisory services while developing business opportunities. CPA is required and a Bachelor's in a related field is expected.