Tax Staff 2027

GBQ Partners; Sylvania (OH); On-site; USD 60,000 - 85,000; Full time

Job summary

GBQ Partners seeks a Staff to participate in completing tax returns for corporate, s-corporation, partnership, individuals and trusts. You will assist with diverse client projects and focus on profitability, practice growth, client focus, and brand culture/development.

The role requires CPA-eligible education and strong Excel/Word skills. The position is exempt, on-site in Toledo, with expected collaboration across the Tax department and opportunities for client-facing work and professional

Qualifications

• 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).

Responsibilities

• 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.

Skills

CPA terminology

Excel

Word

Education

BA or BS in accounting

CPA exam eligibility

Tools

None

Job description

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.

Title: Staff

Exempt or Non-Exempt: Exempt

Work Area: Toledo

Department: Tax

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.