The State and Local Tax Staff actively participates and in many cases oversees 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 the Firm.
  • Participate in “approved” non-client initiatives to improve firm administration.
  • Consistently utilize all firm and department software efficiently.
  • Complete and ensure the 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 problems.
  • 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.
  • Must be eligible to sit for the CPA or state bar exam or already be licensed.
  • 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.

 

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