Title: Manager Exempt or Non-Exempt: Exempt Work Area: Toledo Office (Hybrid) Department: Tax Position Statement Oversee all aspects of the tax planning, preparation and review process for all tax engagements. Individual also oversees all miscellaneous tax projects and conducts complex tax research to support the client’s tax compliance and reporting. Perform review of all tax workpapers and returns and ensure that all review comments are cleared prior to filing.
Maintain client relationships and assist firm leadership in identifying new work and assist in obtaining new engagements. Focus on four major initiatives established by the firm: Profitability, Practice Growth; Client Focus; and Brand Culture/Development.
Tasks
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.
Profitability
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.
Practice Growth
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.
Client Focus
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.
Brand
Culture/Development 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.
Work Experience And
Education 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
