Tax Manager - Private Client Services - Columbus

Tasks

• Oversight of all aspects of tax engagements, including tax planning, preparation, and review of corporate, partnership, trust, and high-profile individual income tax returns.
• 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.
• 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.

Profitability

• Maintain oversight of hours incurred by engagement team members and the progress of assigned client engagements to ensure work is completed within defined budgets and timelines.
• 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.
• Establish and implement policies that improve department efficiencies.

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.
• 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.
• Perform complex technical research to make recommendations to firm and client leadership.

Brand Culture|Development

• Exemplify Brand Attributes of the firm.
• Support and ensure adherence to all administrative policies and procedures of the firm.
• Work independently, addressing and resolving conflict with peers, subordinates, and firm leaders.