The Private Client Services (PCS) Manager will provide tax and consulting services to high net worth individuals and privately held companies. This individual will conduct complex tax research to support the client’s tax compliance and reporting, as well as ensure the timely filing of all client-related tax returns and documents. The PCS Manager will maintain client relationships, assist the firm’s leadership in identifying work, and assist in obtaining new engagements. This individual will focus on four major initiatives established by the Firm: Profitability, Practice Growth; Client Focus; and Brand Culture/Development.

Tasks:

• Oversee all aspects of tax engagements, including tax planning, preparation and review of corporate, partnership, trust and high profile individuals/families.
• Prepare complex corporate, partnership, trust and high profile individual income tax returns and perform necessary tax planning and research.
• Supervise and review all work of seniors, staff, and interns on assigned client engagements.
• Support, mentor, and train and develop seniors, staff, and interns.
• Establish and deliver innovative financial planning ideas that meet or exceed client expectations.
• Oversee, assess, and engage offshore team(s) to ensure consistent GBQ tax processes and effective utilization of team members.
• Communicate status of work, problems, and findings to both internal GBQ management and clients.
• Collaborate with firm leaders, other departments and client leadership to identify issues and develop and implement solutions to address issues identified.
• Review engagement profitability and prepare and analyze monthly billing for assigned engagements.
• Develop and deliver executive presentations, summaries of financial information and lead client and internal meetings.

Profitability:

• Monitor the hours incurred by engagement team members and the progress of assigned client engagements to ensure work is completed within both a defined budget and a defined timeline.
• Achieve charge hour budget and meet hour expectations established by the firm.
• Prioritize and manage multiple engagements and tasks.
• Participate in and lead “approved” non-client initiatives to improve firm administration.
• Assist in establishing and implementing policies that improve department efficiencies.
• 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.
• Identify complex issues and perform complex technical research to make recommendations to firm and client leadership.

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 or related field.
• CPA certification required.
• 5 years of technical tax experience in public accounting strongly preferred.
• Strong experience with individual taxation (high net worth).
• Experience working with offshore talent a plus.
• Proficiency in federal, state and local tax issues.
• Experience with CCH Axcess tax software a plus.
• Ability to work well under pressure.
• Strong organizational skills.
• Ability to manage multiple prominent work projects simultaneously.
• 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:

• Will report directly to a Performance Manager who will provide any necessary guidance relative to work performance through the formal evaluation process.