Gursey | Schneider LLP

Account Manager

• Manage clients' accounts
• Maintain financial records
• Provide exceptional customer service
• Support senior staff and managers with daily client activities
• Handle AP/AR, cash receipt and journal entry coding, general ledger, payroll
• Review bank balances and statements
• Approve transfers as needed
• Monitor credit card activity, fraud alerts, and credit score issues
• Keep track of insurance renewals and claims
• Collaborate with team members to ensure accurate completion of tasks

Associate Account Manager

Director

• lead and manage audit and assurance engagements
• ensure highest quality of financial reporting
• provide strategic oversight to the audit team
• identify niche opportunities and develop service lines
• build and maintain strong relationships with clients
• act as a thought leader in the profession
• contribute to firm-wide growth initiatives

Audit Director

• 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)

Tax Manager – High-Net-Worth

• 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.

Associate Account Manager

Audit Director

Tax Manager – High-Net-Worth

Tax Associate