Tax Manager - Toledo

Career Opportunities with GBQ Holdings LLC

A great place to work.

Current job opportunities are posted here as they become available.

Tasks:

• Oversee all aspects of tax engagements including tax planning, preparation and review of corporate, partnership, trust and individual income tax returns
• Prepare complex corporate, partnership, trust and individual income tax returns and perform necessary tax planning and research.
• Supervise and review all work of seniors, staff, and interns on assigned client engagements.
• Responsible for supervising, mentoring training and supporting development of seniors, staff and interns.
• Communicate status of work, problems, and findings to both internal GBQ management and clients.
• Collaborate with firm leaders, other departments and client leadership to identify issues and develop and implement solutions to address issues identified.
• Review engagement profitability and prepare and analyze monthly billing for assigned engagements.
• Develop and deliver executive presentations, summaries of financial information and lead client and internal meetings.

Profitability:

• Monitor the hours incurred by engagement team members and the progress of assigned client engagements to ensure work is completed within both a defined budget and a defined timeline.
• Achieve charge hour budget and meet hour expectations established by firm.
• Monitor staff charge budgets to ensure staff and seniors achieve charge hour budgets and hour expectations established by firm.
• Prioritize and manage multiple engagements and tasks.
• Participate in and lead “approved” non-client initiatives to improve firm administration.
• Assist in establishing and implementing policies that improve department efficiencies.
• Consistently utilize all firm and department software efficiently.

Practice Growth:

• Represent firm and build relationships by attending fundraisers, meetings with prospects/bankers, charitable events, professional organizations, etc.
• Demonstrate strong leadership skills while completing client work and firm-related projects.
• Identify opportunities to obtain new engagements and assist firm leadership in securing new clients and engagements.
• Participate in and lead public speaking engagements and presentations.
• Demonstrate excellent written and verbal communication skills.

Client Focus:

• Demonstrate strong analytical skills and working knowledge of accounting and tax software.
• Demonstrate ability to identify client risks and issues and communicate recommendations to clients and firm associates.
• Exhibit behavior consistent with rules of conduct of the AICPA, OSCPA and Accountancy Board of Ohio.
• Coordinate and collaborate with team, other firm associates and client personnel to ensure efficient flow of data, information, and financial issues, risks and recommendations.
• Identify and present financial improvement opportunities for clients served.
• Demonstrate appropriate understanding of client’s business, industry and resources available to provide value to clients.
• Identify complex issues and perform complex technical research to make recommendations to firm and client leadership.

Brand Culture/Development:

• Exemplify Brand Attributes of the Firm and promote positive work environment for team members.
• Support and ensure adherence to all administrative policies and procedures of the firm.
• Demonstrate ability to work independently or in a team environment and exhibit confidence addressing and resolving conflict with peers, subordinates and firm leaders.
• Consistently seek feedback on performance from superiors and enhance and develop individual professional and technical skills.
• Prepare and deliver objective and candid performance evaluations to direct reports and identify coaching and mentoring opportunities to assist in development of associates.

Work Experience and Education:

• BA or BS in accounting or a related field.
• Must be a CPA.
• Strong proficiency in federal, state and local tax issues.
• Strong proficiency with tax research software packages and strong working knowledge of federal tax code and regulations.
• Approximately 5-7 years of public accounting experience in tax.

Organizational Relationships:

• Individual will report directly to a Performance Manager who will provide any necessary guidance relative to administrative issues or work performance through the formal evaluation process.
• Responsible for the co-management and supervision of the Tax Department staff numbering more than 35 people.

Special Requirements:

• Reliable transportation for occasional on-site client work.
• Ability to work evenings and weekends based on time of year and client demands.

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