GBQ Partners · 2 weeks ago
Tax Manager - Private Client Services - Columbus
Columbus, OH
Full-time
Onsite
Senior Level
5+ years expGBQ Partners is a firm specializing in tax and consulting services. The Private Client Services Manager will provide tax services to high net worth individuals and privately held companies, ensuring compliance and timely filing of tax returns while maintaining client relationships.
AccountingConsultingFinancial Services
Responsibilities
Oversee all aspects of tax engagements, including tax planning, preparation and review of corporate, partnership, trust and high profile individuals/families
Prepare complex corporate, partnership, trust and high profile 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
Support, mentor, and train and develop seniors, staff, and interns
Establish and deliver innovative financial planning ideas that meet or exceed client expectations
Oversee, assess, and engage offshore team(s) to ensure consistent GBQ tax processes and effective utilization of team members
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 the 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
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
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 or related field
CPA certification required
5+ years of technical tax experience in public accounting strongly preferred
Strong experience with individual taxation (high net worth)
Proficiency in federal, state and local tax issues
Ability to work well under pressure
Strong organizational skills
Ability to manage multiple prominent work projects simultaneously
Strong written and verbal communication skills
Reliable transportation for occasional on-site client work
Ability to work evenings and weekends based on time of year and client demands
Preferred
Experience working with offshore talent a plus
Experience with CCH Axcess tax software a plus
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