Tax Associate

Gursey
Encino, CA
HybridCareer-pivot friendly

Who this role is best for

A natural match if you have 1-2 years of accounting or tax internship experience and a strong grasp of tax law. The role is remote/hybrid and involves collaboration with senior staff and clients on complex tax matters.

Best fit for

  • Candidates with 1-2 years of public accounting internship experience and a focus on tax compliance
    — “Minimum of 1-2 years of internship experience in Accounting or Tax-related fields, preferably in public accounting.”
  • Individuals who are actively pursuing CPA certification and have a bachelor's degree in a relevant field
    — “Currently eligible for CPA certification or is in the process of meeting the requirements necessary to obtain the certification”
  • Proficient in Excel and Word, with a preference for experience with CCH Axcess tax software
    — “proficient in Excel and Word, and experience with tax software, such as CCH Axcess, is preferred.”

Things to consider

  • The role requires a strong ability to conduct tax research and stay updated on evolving tax laws
    — “Conduct thorough research and remain up to date with tax laws.”
  • Candidates should be prepared for regular collaboration with senior staff and clients
    — “Liaise regularly with senior staff, managers, and clients while maintaining strong verbal and written presentation skills.”

How to stand out

  • Highlight experience with multi-state and federal tax returns in your resume and interviews
    — “Prepare and assist with multi-state and federal income tax returns for high-net-worth individuals, corporations, partnerships, entities, estates, and trusts.”
  • Demonstrate your ability to support year-end projections and quarterly estimates
    — “Support Senior Staff and Managers with year-end projections and quarterly estimates.”
  • Showcase your research and communication skills with specific examples from prior tax work
    — “excellent research, writing, and verbal communication skills are required.”
Pace · SteadyCollaboration · MediumAutonomy · MediumDecision Impact · Team

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

What success looks like

  • Prepare and assist with multi-state and federal income tax returns
  • Support complex tax preparation and tax research
  • Support Senior Staff and Managers with year-end projections and quarterly estimates
  • Conduct thorough research and remain up to date with tax laws
Typical background
Bachelor's degree in Accounting, Finance, or any other business-related fieldsEligible for CPA certification or in the process of meeting the requirements necessary to obtain the certification

Skills & requirements

Required

Tax LawIndividual And Corporate Taxation Of Pass-throughs, Estate And Gift Tax, Investment Advisory, Financial PlanningExcel And Word ProficiencyExperience With Tax Software (CCH Axcess)

Preferred

Experience With Other Tax SoftwareExperience In Public Accounting

Stack & domain

Tax LawIndividual And Corporate Taxation Of Pass-throughsEstate And Gift TaxInvestment AdvisoryFinancial PlanningExcelWordTax SoftwareCCH AxcessResearchWritingVerbal CommunicationMulti-state And Federal Income Tax ReturnsComplex Tax PreparationTax ResearchYear-end ProjectionsQuarterly EstimatesNew Tax Compliance ApproachesTax LawsSenior StaffManagersClientsVerbal And Written Presentation SkillsCommunicationTeam-workingCPAPublic AccountingTax

About the role

Original posting from Gursey via Lever

About Us: Gursey | Schneider LLP is a Top 100 Firm and a 12-time recipient of Inside Public Accounting's Best of the Best Firms, with over 40 years of success in the market. Our firm consists of over 250 accounting professionals, and our talented people consistently drive the success of our business through thoughtful strategy and creative problem-solving.

Job Title: Tax Associate

Department: Tax

Location: Remote/Hybrid 

Position Summary: Our Tax Department is looking for a Tax Associate to join our team. The ideal candidate should have relevant internship experience, a solid educational background, and a strong interest in pursuing a career in public accounting or tax. The candidate must also have the ability to perform their duties with precision and accuracy.

Successful candidates should have the following::

  • Minimum of 1-2 years of internship experience in Accounting or Tax-related fields, preferably in public accounting.
  • Has a comprehensive understanding of Tax Law and knowledge in specific areas, such as individual and corporate taxation of pass-throughs, estate and gift tax, investment advisory, and financial planning.

Educational Requirements::

  • To qualify for the position, applicants must have a Bachelor's degree in Accounting, Finance, or any other business-related fields.
  • Currently eligible for CPA certification or is in the process of meeting the requirements necessary to obtain the certification
  • The candidate must be proficient in Excel and Word, and experience with tax software, such as CCH Axcess, is preferred.
  • Additionally, excellent research, writing, and verbal communication skills are 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 complex tax preparation and tax research and assist in research and analysis.
  • 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 $60,000 - $70,000. 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 compensation. 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 several medical/dental/vision insurance options, profit-sharing plan contributions, 401(k) match, paid parental leave, generous holiday and PTO, and paid overtime. We also offer many 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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