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GBQ Partners · 1 month ago

Tax Senior - Toledo

Sylvania, OH

Full-time

Onsite

Mid, Senior Level

2+ years exp

GBQ Partners is a firm specializing in tax services, and they are seeking a Tax Senior to oversee the completion of tax returns and manage client engagements. The role involves training staff, ensuring compliance with tax regulations, and contributing to firm initiatives focused on profitability and client relationships.

AccountingConsultingFinancial Services

Growth Opportunities

No H1B

Responsibilities

Complete analysis and prepare various returns including corporate, partnership, trust and individual income tax returns

Supervise and review work of other tax seniors, tax staff and/or interns on assigned client engagements

Responsible for training of tax staff and interns

Consult and communicate with department leaders and client personnel to complete engagements

Complete engagements within established budget and monitor and report the actual hours incurred compared to the budget and progress of assigned client engagements

Achieve charge hour budget and meet hour expectations established by Firm

Participate in “approved” non-client initiatives to improve firm administration

Consistently utilize all firm and department software efficiently

Complete and ensure completion of accurate, neat, organized workpapers that are free of errors

Represent firm and build relationships by attending fundraisers, meetings with prospects/bankers, charitable events, professional organizations, etc

Demonstrate strong leadership skills while working on client work and firm-related projects

Demonstrate excellent written and verbal communication skills

Demonstrate strong analytical skills, judgment, and working knowledge of accounting and tax software

Exhibit behavior consistent with rules of conduct of the AICPA, OSCPA and Accountancy Board of Ohio

Lead client and team interaction to help ensure efficient flow of information between team, other members of the firm and client personnel

Identify performance improvement opportunities for clients served

Comprehend new, complex tax issues and perform research to solve complex problems

Ability to work independently and complete assignments in a timely and accurate manner

Assist with quarterly and year-end planning

Willing to work hours as needed to meet client deadlines

Exemplify Brand Attributes of the Firm

Adhere to and ensure compliance with all administrative policies and procedures of the Firm

Demonstrate ability to work individually or in a team environment and address conflict with peers and subordinates

Consistently seek feedback on performance from superiors and enhance and develop individual professional and technical skills

Provide timely feedback to direct reports and identify coaching and mentoring opportunities to assist in development of the associate

Qualification

CPA certificationTax return preparationLeadership skillsAnalytical skillsAccounting software knowledgeCommunication skillsClient interactionFeedback seekingTeamworkTime managementMentoringConflict resolutionProblem solvingWork independently

Required

BA or BS in accounting or a related field

Must be a CPA or successfully passed two sections of the CPA exam

Strong proficiency in the use of technology and basic PC applications (Excel, Word)

Approximately 2-3 years of experience in corporate, partnership, trust and individual tax preparation

Actively participate and in many cases oversee the completion of tax returns, tax planning and other miscellaneous projects for clients in various industries