GBQ Partners · 1 month ago
Non-Profit Tax Services Leader
Columbus, OH
Full-time
Hybrid
Director/Executive
10+ years expGBQ Partners is a tax and advisory firm specializing in serving a diverse group of nonprofit organizations. The Non-Profit Tax Services Leader will oversee the nonprofit tax team, advise clients on tax matters, and contribute to the firm's strategic initiatives while maintaining client relationships.
AccountingConsultingFinancial Services
No H1B
Responsibilities
Lead the GBQ tax non-profit tax practice, including all operational facets, project oversight, team development, and strategic planning
Perform detailed level of review of Form 990, Form 990-T tax returns. Director will be responsible for signing returns and work with team to deliver a high quality product to our clients
Engage with clients that meet their specific needs
Plan and review tax processes and procedures to achieve engagement management metrics
Identifies when research is needed, has technical skills to perform research which provides a clear and concise analysis
Stay updated on legislative changes and industry trends to ensure compliance and relevance
Consults and responds to assistance from other GBQ offices on nonprofit tax issues that arise
Play a pivotal role in the GBQ nonprofit leadership team, contribute to strategic initiatives aimed at developing people and revenue growth
Consistently achieve targets for realization, utilization and collection of A/R established by department
Establish and implement policies that improve departmental processes and efficiencies
Consistently utilize all firm and department software efficiently
Ability to manage multiple clients and deliver a high-quality product in a timely manner that meets or exceeds clients’ expectations and internal deadlines
Support marketing efforts with expert knowledge and other technical guidance to help attract new business
Strong communication, leadership, and interpersonal skills
Strong networking and other practice development skills
Demonstrate ability to identify client opportunities, risks and issues, and communicate recommendations to clients and firm associates
Ability to effectively develop and maintain client relationships
Demonstrate appropriate understanding of client’s business and resources available to provide value to clients
Effectively manage competing priorities and projects under tight deadlines while exceeding client expectations
Executive presence and ability to act as primary tax client contact for preparation and presentation of issues and resolutions to clients
Exemplifies Brand Attributes of the firm
Support and ensure adherence to all administrative policies and procedures of the Firm
Exhibit ability to work independently, having confidence in his/her ability to address and resolve conflict with peers, subordinates and firm leaders
Qualification
Required
Bachelor's degree in accounting finance or bachelor's degree in any other focus area
CPA certification required
10 or more years of prior relevant nonprofit experience and/or public accounting, private industry accounting or consulting/professional services experience
Strong experience with professional services and leading teams and/or managing projects
Advanced experience with Microsoft Office Suite
Ability to manage multiple prominent work projects simultaneously
Strong verbal and written communication skills
Ability to delegate work as needed
Ability to work well in a team environment
Reliable transportation for on-site client work. Ability to be on-site at a client or GBQ office up to 50% of the time
The ability to work evenings and weekends based on time of year and client demands
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
Funding
Current Stage
Growth StageRecent News
Business Journals
2023-04-13
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