Tax Senior: Lead Client Engagements & Growth

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

Job summary

A financial services firm in Iowa is seeking a tax professional with CPA qualifications and strong analytical skills to manage the preparation of tax returns and guide team members in a dynamic environment. Responsibilities include overseeing tax engagements, training staff, and ensuring client satisfaction while adhering to standards of excellence. Applicants should have a BA or BS in accounting and 2-3 years of relevant experience. The role emphasizes teamwork and adaptable communication to meet client needs.

Qualifications

• 3+ years of experience in tax preparation for corporate, partnership, and individual returns.
• Strong proficiency in accounting and tax software.
• Ability to work independently and meet deadlines.

Responsibilities

• Complete various tax returns for clients across different industries.
• Supervise and review work of tax staff and interns.
• Consult with department leaders to complete client engagements.

Skills

Tax preparation

Analytical skills

Communication skills

Supervisory skills

Proficiency in Excel

Education

BA or BS in accounting or related field

CPA or passed two sections of the CPA exam

Job description

A financial services firm in Iowa is seeking a tax professional with CPA qualifications and strong analytical skills to manage the preparation of tax returns and guide team members in a dynamic environment. Responsibilities include overseeing tax engagements, training staff, and ensuring client satisfaction while adhering to standards of excellence. Applicants should have a BA or BS in accounting and 2-3 years of relevant experience. The role emphasizes teamwork and adaptable communication to meet client needs.