Tax Manager - Cincinnati

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
• 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
• Maintain client relationships and assist firm leadership in identifying new work and assisting in obtaining new engagements
• Prioritize and manage multiple engagements and tasks
• Participate in and lead “approved” non-client initiatives to improve firm administration
• 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
• 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
• Participate in and lead public speaking engagements and presentations
• Assist in establishing and implementing policies that improve department efficiencies
• Utilize all firm and department software efficiently

Profitability

• Maintain client relationships and assist firm leadership in identifying new work and assisting in obtaining new engagements
• 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

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
• 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
• 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