Position Statement:

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 and be self-sufficient in the management of concurrent projects. Knowledge of Ohio tax law in all areas, preference for multistate income / franchise tax. Focus on four major initiatives established by the Firm: Profitability, Practice Growth; Client Focus; and Brand Culture/Development.

Tasks:

• 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.

Profitability:

• 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.

Practice Growth:

• 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.

Client Focus:

• 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.

Brand Culture/Development:

• 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.

Work Experience and Education:

• 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. Preparation and/or review experience of state income and franchise tax returns preferred.

Organizational Relationships:

• Individual will report directly to a Performance Manager who will provide any necessary guidance relative to administrative issues or work performance through the formal evaluation process.
• May supervise interns and staff members on client engagements.
• May perform roles of performance manager for interns and staff members.

Special Requirements:

• Ability to work evenings and weekends based on time of year and client demands.

GBQ participates in E-Verify.