Tax Staff - Toledo

GBQ Partners

GBQ Partners

Sylvania, OH, USA
Posted on Thursday, June 13, 2024

Position Statement:

Actively participate in the completion of tax returns, including corporate, s-corporation, partnership, individuals and trust returns. Assist with other miscellaneous projects for clients in various industries. Focus on four major initiatives established by the Firm: Profitability, Practice Growth; Client Focus; and Brand Culture/Development.

Tasks:

  • Prepare partnership, corporate and individual tax returns and complete tax planning and other tax consulting procedures.
  • Perform analysis of financial and non-financial information for clients.
  • Update depreciation schedules.
  • Prepare projections based upon financial data and income and expense projections.

Profitability:

  • Complete assignments within established budget for assigned areas.
  • Achieve charge hour budget and minimum billable hours as set by Firm.
  • Participate in “approved” non-client initiatives to improve firm administration.
  • Consistently utilize all firm and department software efficiently.
  • Complete accurate, neat, organized workpapers that are free of basic grammatical, spelling and calculation errors.

Practice Growth:

  • Represent firm and build relationships by participating in outside activities.
  • Develop and demonstrate strong leadership skills.
  • Demonstrate excellent written and verbal communication skills.

Client Focus:

  • Develop and display knowledge of tax rules and regulations and demonstrate good judgment.
  • Exhibit behavior consistent with rules of conduct of the AICPA, OSCPA and Accountancy Board of Ohio.
  • Work in partnership with other team members and client personnel to help ensure efficient flow of information from client to audit team.
  • Comprehend new, complex issues and perform basic research to solve complex problems.

Brand Culture/Development:

  • Exemplify Brand Attributes of the Firm.
  • Comply with all policies and procedures of the Firm.
  • Demonstrate ability to work in a team environment and address conflict with peers.
  • Consistently seek feedback on performance from superiors and enhance and develop professional and technical skills.

Work Experience and Education:

  • BA or BS in accounting or a related field.
  • Must be eligible to sit for the CPA exam.
  • Strong proficiency in the use of technology and basic PC applications (Excel, Word).

Organizational Relationships:

  • Staff 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.

Special Requirements:

  • Reliable transportation for on-site client work.
  • Ability to work evenings and weekends based on time of year and client demands.

GBQ participates in E-Verify.