Tax Manager

Gursey
Encino, CA
Remote

Who this role is best for

A natural match if you have 5+ years of public accounting experience and supervisory experience in tax domains.

Best fit for

  • Candidates with 5+ years of public accounting experience and leadership in tax domains
    — “5+ years of public accounting experience”
  • Professionals with specialized knowledge in high-net-worth individual or partnership taxation
    — “specialized knowledge in a particular area(s) of partnerships, HNW individuals, corporations, taxation of pass-throughs, entities, estate and gift tax, investment advisory, and/or financial planning”
  • Individuals who can balance technical tax work with client relationship-building and team mentoring
    — “Outstanding leadership, mentoring, and interpersonal skills, fostering client and staff relationships”

Things to consider

  • Remote or hybrid work arrangement may require flexibility with in-office days
    — “Remote or Hybrid”
  • The role demands a high level of technical proficiency in specific tax software
    — “Demonstrated ability to utilize Excel, Word, and CCH Axcess”

How to stand out

  • Highlight experience managing complex individual tax returns and client expectations
    — “Review very complex individual tax returns”
  • Showcase leadership experience in guiding junior staff on tax matters
    — “Mentoring Associates and guiding them on Tax issues”
  • Emphasize ability to prepare year-end projections and manage tax compliance
    — “Preparing year-end projections”
  • Demonstrate collaboration with tax partners and involvement in business development
    — “Work closely with tax partners and other tax staff on client management, practice development, and business development activities”
  • Stress your ability to provide tax recommendations and serve as a business adviser
    — “Consult, collaborate with, and service clients to make recommendations on business and process improvements, and serve as a business adviser to client”
Pace · SteadyCollaboration · MediumAutonomy · MediumDecision Impact · Team

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

What success looks like

  • client satisfaction
  • tax compliance
  • team development
Typical background
public accountingtax law

Skills & requirements

Required

Tax LawTax PreparationFinancial AnalysisCommunication

Preferred

Investment AdvisoryFinancial Planning

Stack & domain

Tax LawTax PreparationTax ComplianceTax ResearchExcelWordCCH AxcessLeadershipMentoringInterpersonal SkillsCommunicationOrganizationalAnalyticalWritten And Verbal CommunicationCPAAccountingFinanceTaxation

About the role

Original posting from Gursey via Lever

Job Title: Tax Manager, CPA

Department: Tax

Location: Remote or Hybrid 

Successful candidates should have the following::

  • 5+ years of public accounting experience
  • 2-4+ years of supervisory or management experience
  • Possess a broad understanding of Tax Law with specialized knowledge in a particular area(s) of partnerships, HNW individuals, corporations, taxation of pass-throughs, entities, estate and gift tax, investment advisory, and/or financial planning.
  • Ability to prepare working trial balance and year-end adjusting entries

Educational Requirements::

  • Bachelor's degree in Accounting, Finance, or other business-related fields
  • CPA certification is required
  • Strong technical skills pertaining to tax preparation and review, tax compliance, and tax research
  • Excellent skills 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

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

  • Responsible for the review of high-net-worth individuals, partnerships, gift and estate returns, trust preparations, joint ventures, noncorporate entity tax returns, combined state tax returns, and tax compliance.
  • Review very complex individual tax returns.
  • Manage and develop income tax and financial planning clients
  • Work closely with tax partners and other tax staff on client management, practice development, and business development activities
  • Maintain active communication with clients to manage their expectations, ensure client satisfaction, make sure deadlines are met, and lead change efforts effectively
  • Consult, collaborate with, and service clients to make recommendations on business and process improvements, and serve as a business adviser to client
  • Supervise and help drive the success of multiple engagements in partnership and individual taxation
  • Preparing year-end projections
  • Researching various Tax issues
  • Mentoring Associates and guiding them on Tax issues
  • Maintaining presentation skills (oral and written)

Compensation:

The annual salary target for this job in this market is $115,000 - $155,000. 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 medical/dental/vision insurance, a profit-sharing plan, parental leave, and a 401(k) match. We also provide 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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