Gursey | Schneider LLP

Client Services Representative

• Coordinate accounting functions and programs.
• Prepare financial work papers and reports.
• Assist with monitoring, maintaining, and reconciling financial accounts and Accounts Payable.
• Maintain and reconcile balance sheet and general ledger accounts as required.
• Prepare annual compliance reports: 1099s, City Tax, etc.
• Prepare financial statements, including a Balance Sheet, Income Statement, General Ledger, Trial Balance, and other Ad Hoc reports.
• Coordinate financial statement preparation and supporting documents for annual tax preparation and quarterly extension payments.
• Investigate and resolve account discrepancies and issues of non-compliance by communicating with all levels of management, clients, and third parties.
• Contribute to developing new or amended accounting systems, programs, and procedures.
• Perform other accounting research, accounting duties, and supporting staff as required or assigned additional training staff

Supervisor, Client Accounting Services

• 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

Accounting Manager

• Coordinate accounting functions and programs.
• Prepare financial work papers and reports.
• Assist with monitoring, maintaining, and reconciling financial accounts and Accounts Payable.
• Maintain and reconcile balance sheet and general ledger accounts as required.
• Prepare annual compliance reports: 1099s, City Tax, etc.
• Prepare financial statements, including a Balance Sheet, Income Statement, General Ledger, Trial Balance, and other Ad Hoc reports.
• Coordinate financial statement preparation and supporting documents for annual tax preparation and quarterly extension payments.
• Investigate and resolve account discrepancies and non-compliance issues by communicating with all levels of management, clients, and third parties.
• Contribute to developing new or amended accounting systems, programs, and procedures.
• Perform other accounting research, accounting duties, and supporting staff as required or assigned additional training staff

Senior Associate, Client Accounting Services

Executive Assistant

• Support onboarding activities by creating engagement binders and organizing client documents
• Assist with the onboarding processes, such as managing Wrike templates, handling NCS, and preparing the engagement letter
• Manage incoming client emails by scanning documents and identifying urgent items that require immediate attention
• Coordinate calendars for meetings, calls, and Zoom sessions with clients
• Generate forms and handle requests, including faxing, DocuSign, and certified mailings
• Update client information in the Aderant and CCH systems
• Organize training sessions and communicate with staff regarding training dates and requirements
• Coordinate tax events, track billable hours, and assist with fee allocations
• Retrieve and add bank and brokerage statements to client engagements
• Oversee management of client email accounts, ensuring timely organization and inclusion of documents in engagements
• Track client compliance reporting