GBQ Partners · 1 month ago
Tax Manager - Toledo
Sylvania, OH
Full-time
Onsite
Senior Level
5+ years expGBQ Partners is a professional services firm specializing in tax and consulting services. The Tax Manager will oversee tax planning, preparation, and review processes for various tax engagements while maintaining client relationships and assisting in firm growth initiatives.
AccountingConsultingFinancial Services
Responsibilities
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
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
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
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
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
Qualification
Required
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
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.
201-500 employees
H1B Sponsorship
GBQ Partners has a track record of offering H1B sponsorships. Please note that this does not
guarantee sponsorship for this specific role. Below presents additional info for your
reference. (Data Powered by US Department of Labor)
Distribution of Different Job Fields Receiving Sponsorship
Represents job field similar to this job
Trends of Total Sponsorships
2020 (1)
Funding
Current Stage
Growth StageRecent News
Business Journals
2023-04-13
Company data provided by crunchbase