Tax Director
2 weeks ago
Tax Director Estate & Gift Columbus - Careers At GBQ Holdings LLC
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Tax Director - Estate & Gift - Columbus
Department:
Tax - COL
Location:
Columbus, OH
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The Estate & Gift Tax Director will provide high-net individuals, families and business owners with tax planning, estate planning, consulting and tax compliance services. This individual will focus on four major initiatives established by the firm: Profitability, Practice Growth, Client Focus, and Brand Culture/Development.
Tasks:
Provide complex fiduciary, personal income, estate and gift compliance services, and estate planning advisory services.
Review high-net individual, fiduciary, estate and gift tax returns and other accounting documents.
Research state, federal, and international tax laws on a continuous basis and report any impacting notices or audits.
Develop effective income and estate tax planning methodologies and comprehensive compliance solutions for our clients.
Analyze estate planning legal documents. Deal directly with clients’ attorneys, wealth advisors, commercial lenders, taxing authority agents, and other third parties.
Prepare high-level tax memorandums and improve tax savings strategies on behalf of clients.
Develop overall approaches and oversee delegation of tasks for completion of assigned client engagements.
Support and develop senior managers and managers.
Approve engagement budget, billing and scheduling.
Profitability:
Delegate client service tasks to team members effectively and monitor their client workload.
Conduct internal training sessions or seminars on technical tax subjects.
Supply the resources needed by associates to produce expected results and obtain set goals.
Consistently achieve targets for realization, utilization and collection of A/R established by department.
Participate in and lead “approved” non-client initiatives to improve firm administration.
Establish and implement policies that improve departmental processes.
Consistently utilize all firm and department software efficiently.
Client Focus :
Demonstrate strong analytical skills and working knowledge of accounting and tax software.
Demonstrate ability to identify client risks and issues and communicate recommendations to clients and firm associates.
Exhibit behavior consistent with rules of conduct of the AICPA, OSCPA and Accountancy Board of Ohio.
Coordinate and collaborate with team, other firm associates and client personnel to ensure efficient flow of data, information, and financial issues, risks and recommendations.
Identify and present financial improvement opportunities for clients served.
Demonstrate appropriate understanding of client’s business, industry and resources available to provide value to clients.
Effectively manage competing priorities and projects under tight deadlines while exceeding client expectations.
Brand Culture|Development:
Exemplifies Brand Attributes of the firm.
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.
Work Experience|Education:
Bachelor’s Degree in accounting, finance, or a related field; advanced degree in taxation (e.g., MST) or law (e.g., JD, LLM) is preferred.
CPA, EA, or equivalent tax certification required.
10+ years of trust, estate, and gift tax experience.
Strong experience with tax advisory and estate/trust planning and compliance.
Proficiency in federal, state and local tax issues.
Experience with CCH Axcess tax software a plus.
Experience working in public accounting or tax consultant practice required.
Ability to manage multiple prominent work projects simultaneously.
Experience reviewing gift, estate, and fiduciary tax returns.
Strong written and verbal communication skills.
Reliable transportation for occasional on-site client work.
Ability to work evenings and weekends based on time of year and client demands.
Organizational Relationships:
Responsible for the co-management and supervision of the Tax Department staff numbering more than 35 people.
Will report directly to Director of Tax & Business Advisory Services.
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