State & Local Tax Senior

GBQ Holdings LLC; Cincinnati (IA); On-site; USD 60,000 - 80,000; Full time

Job summary

A leading accounting firm in Iowa is seeking an experienced tax professional to manage state and local tax projects. The role requires strong client relationship skills, analytical abilities, and those with CPA certification are preferred. Candidates should have 2-3 years of experience in state tax. Key responsibilities include supervising team members, conducting technical research, and ensuring client engagement completion. This position aligns with the firm's initiatives for profitability and client focus.

Qualifications

• 2-3 years of experience in state and local tax preferred.
• Knowledge of Ohio tax law in all areas required.
• Experience in preparing or reviewing state income and franchise tax returns preferred.

Responsibilities

• Manage and prioritize state and local tax workload.
• Supervise and review work of other team members.
• Complete technical client work and perform technical tax research.
• Consult with department leaders and client personnel on engagements.
• Research and draft summaries of state tax legislation.

Skills

Client relationship skills

Analytical skills

Written communication

Verbal communication

Ability to work independently

Leadership skills

Education

BA or BS in accounting or a related field

CPA certification or legal license

Tools

Excel

Word

Job description

Career Opportunities with GBQ Holdings LLC

A great place to work.

Current job opportunities are posted here as they become available.

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.
• 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.