Gursey | Schneider LLP

• 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

• Manage and develop income tax and financial planning clients • Reviewing very complex Individual and Entity Tax Returns • Preparing year-end projections • Conducting research on various Tax issues • Mentoring Associates and providing guidance on Tax issues • Liaising with Managers and Clients • Maintaining presentation skills (oral and written)

• Manage and develop income tax and financial planning clients • Reviewing very complex Individual and Entity Tax Returns • Preparing year-end projections • Conducting research on various Tax issues • Mentoring Associates and providing guidance on Tax issues • Liaising with Managers and Clients • Maintaining presentation skills (oral and written)

• 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.

• Review and prepare complex tax returns for high-net-worth individuals, partnerships, corporations, entities, and LLCs • Prepare individual, fiduciary, estate, and gift tax returns by deadlines • Work with the tax team to ensure the various components of the tax process are performed • Work with clients to gather relevant tax-related information to prepare an accurate tax return • Analyze the individual's tax situation, trusts, and estate from various angles to ensure maximum tax benefit is applied • Prepare and review year-end projections and quarterly estimates • Research various tax-related issues • Manage and develop clients who require income tax and financial planning • Provide mentorship and guidance to interns and associates on tax matters • Act as a liaison between managers and clients • Maintain strong presentation skills in both written and oral communication • Attend internal and external professional development and training seminars regularly to enhance skills and knowledge in the field