Job Description
Title: State and Local Tax Project Professional
Exempt or Non-Exempt: Non-Exempt
Work Area | Department: State and Local Tax
Position Statement:
The role of the State and Local Tax Project Professional is to support clients, partners, managers and staff in a variety of state and local tax compliance projects. The Project Professional focuses on four major initiatives established by the Firm: Profitability, Practice Growth; Client Focus; and Brand Culture/ Development
Tasks:
- State and local tax compliance services, including multistate income/franchise tax and gross receipts tax returns, state/local business licenses and annual reports, and the opportunity to participate in other state and local tax projects.
- Prepare multistate and local sales/use and employment tax registrations.
- Assist with federal and multistate payroll tax research and compliance projects.
- Manage compliance processes for several clients on a monthly, quarterly, semi-annual and annual basis.
- Manage monthly tax calendar to ensure proper client communication and timely filing of returns.
- Handle appropriate income/franchise tax and business license correspondence, including the management of notices.
- Correspondence with state and local tax jurisdictions.
- Conduct tax research where necessary.
Profitability:
- Ability to perform assigned client engagements within both a defined budget and a defined timeline.
- Achieve charge hour budgets and hour expectations established by firm.
- Ability to prioritize and manage multiple engagements and tasks.
- Ability to utilize all firm and department software efficiently.
Client Focus
- Develop strong analytical skills and deep knowledge of technical concepts.
- Develop judgment to identify and mitigate risks.
- Encourage behavior consistent with rules of conduct of the AICPA, OSCPA and Accountancy Board of Ohio.
- Coordinate and collaborate with direct supervisor on a frequent basis, to ensure efficient flow of information relative to client engagements.
- Demonstrate importance of learning and understanding the client’s business, industry and resources available to provide value to clients.
Brand Culture:
- Exemplify Brand Attributes of the Firm and promote positive work environment.
- Support and ensure adherence to all administrative policies and procedures of the Firm.
- Exhibit ability to work independently, having confidence in his/her ability to address and resolve conflict with peers, subordinates and firm leaders.
- Consistently seek feedback on performance from superiors to enhance and develop professional and technical skills.
Work Experience and Education:
- Two year accounting degree or three or more years of experience as a successful bookkeeper or accountant.
- Experience in the preparation of corporation and/or pass-through entity income tax returns preferred.
- Working knowledge or previous experience of state online filing and payment platforms is preferred but not required.
- Proficient in Microsoft Excel and Word.
- Excellent eye for detail.
- Ability to work with minimal supervision.
- Ability to manage a number of projects at once.
- Strong written and verbal communication skills.
- Confidence to work with a variety of clients (internal and external).
- Ability to work well under pressure.
- Strong organizational skills.
Organizational Relationships:
- Will report directly to a Performance Manager who will provide any necessary guidance relative to work performance through the formal evaluation process.
Special Requirements:
- Reliable transportation for occasional on-site client work required.
GBQ participates in e-Verify.
