Experienced Tax Associate

Gursey
Encino, CA
RemoteCareer-pivot friendly

Who this role is best for

Strong fit for candidates with public accounting experience who can manage complex tax compliance and communicate effectively with clients and senior staff.

Best fit for

  • Candidates with 2-3 years of public accounting experience and a focus on high-net-worth tax compliance
    — “2-3 years of public accounting and tax-related experience.”
  • Professionals with specialized knowledge in corporate or individual taxation and strong research skills
    — “A broad understanding of tax law with specialized knowledge in one or more areas...”
  • Individuals who can juggle tax software proficiency and client-facing communication
    — “Liaise regularly with senior staff, managers, and clients while maintaining strong verbal and written presentation skills.”

Things to consider

  • The role may require in-office presence despite the remote/hybrid work arrangement
    — “Location: Remote/Hybrid”
  • Compensation may not fully reflect the value of benefits and incentives
    — “The compensation above is not representative of an employee’s total salary.”

How to stand out

  • Highlight experience with tax software like CCH Axcess and multi-state return preparation
    — “Experience preparing tax returns for high-net-worth individuals, corporations, partnerships, LLCs, and trusts is preferred.”
  • Emphasize research and communication skills in your resume and interview responses
    — “Excellent research, writing, verbal, and written communication skills required.”
  • Showcase your CPA eligibility or progress, and any relevant continuing education
    — “CPA eligible or in the process of obtaining a CPA certification.”
  • Demonstrate your ability to handle year-end projections and estimates
    — “Support Senior Staff and Managers with year-end projections and quarterly estimates.”
  • Include examples of collaboration with senior staff and clients in your application materials
    — “Liaise regularly with senior staff, managers, and clients...”
Pace · SteadyCollaboration · MediumAutonomy · MediumDecision Impact · Team

Derived from job-description analysis by Serendipath's career intelligence engine.

What success looks like

  • prepare multi-state and federal income tax returns
  • support Senior Staff and Managers with year-end projections
Typical background
2-3 years of public accounting and tax-related experienceCPA eligible

Skills & requirements

Required

Tax PreparationTax LawTax SoftwareResearchCommunication

Preferred

Non-profit ExperienceCCH Axcess

Stack & domain

Tax LawTax ReturnsExcelWordTax SoftwareResearchCommunicationTeamworkCPATaxAccounting

About the role

Original posting from Gursey via Lever

Job Title: Experienced Tax Associate

Department: Tax

Location: Remote/Hybrid

Position Summary: Our Tax Department is currently seeking an Experienced Tax Associate. The ideal candidate should have relevant experience, a solid educational background, and a strong interest in pursuing a public accounting and tax career. They must be able to perform their duties with precision and accuracy

Successful candidates should have the following::

  • 2-3 years of public accounting and tax-related experience.
  • Ability to prepare a working trial balance and make year-end adjusting entries.
  • A 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. Additionally, experience in non-profit organizations is an added advantage

Educational Requirements::

  • 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 is required; experience with tax software (e.g., CCH Axcess) is preferred. 
  • Excellent research, writing, verbal, and written communication skills required. 

A day-in-the-life basic overview includes::

  • 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.

Compensation:

The annual salary target for this job in this market is $65,000 - $85,000. The specific compensation for this role will be determined based on the market demand, education, experience, and skill set of the individual selected for this position.

 The compensation above is not representative of an employee’s total salary. In addition to income, the following benefits are available: comprehensive medical, dental, and vision insurance, retirement savings, life and disability insurance, profit sharing and 401(k) match, certification incentives, education assistance, referral program, and more.

Benefits: G|S offers market-leading benefits, including medical/dental/vision insurance, profit-sharing plan contributions, a 401(k)-match plan, paid parental leave, generous holiday and PTO pay, and overtime pay. We also offer fun intangible perks such as our annual ski/camping trip, black-tie holiday party, quarterly departmental mixers (travel stipend included), and paid continuing education.

Source: Gursey careers (Lever)

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