GBQ Partners · 1 month ago
State & Local Tax Senior
GBQ Partners is a professional services firm specializing in state and local tax. They are seeking a State & Local Tax Senior to manage and oversee various tax projects, ensuring effective client communication and project management while adhering to firm initiatives.
AccountingConsultingFinancial Services
Responsibilities
Manage and prioritize state and local tax workload
Supervise and review work of other team members on assigned client engagements
Complete technical client work
Perform technical tax research
Accurately analyze data and information to assist in developing recommendations and guidance
Consult and communicate with department leaders and client personnel to complete engagements
Research and draft summaries of state tax legislation to communicate in-house and to clients
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 research and work papers 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
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
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
Required
Actively participate and in many cases oversee the completion of a docket of state and local tax projects for clients in various industries
Must possess good client relationship skills
An ability to effectively communicate with team members
Be self-sufficient in the management of concurrent projects
Knowledge of Ohio tax law in all areas
Focus on four major initiatives established by the Firm: Profitability, Practice Growth; Client Focus; and Brand Culture/Development
Manage and prioritize state and local tax workload
Supervise and review work of other team members on assigned client engagements
Complete technical client work
Perform technical tax research
Accurately analyze data and information to assist in developing recommendations and guidance
Consult and communicate with department leaders and client personnel to complete engagements
Research and draft summaries of state tax legislation to communicate in-house and to clients
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 research and work papers 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
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
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
BA or BS in accounting or a related field
CPA certification or legal license required
Strong proficiency in the use of technology and basic PC applications (Excel, Word)
Approximately 2-3 years of experience in state and local tax
Ability to work evenings and weekends based on time of year and client demands
Preferred
Preparation and/or review experience of state income and franchise tax returns preferred
Company
GBQ Partners
A top tax, accounting and consulting firm based in Ohio with a reach and understanding that expands the globe, GBQ has empowered growth of our people, our communities, and our clients’ businesses since 1953.
Funding
Current Stage
Growth StageRecent News
Business Journals
2023-04-13
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