WHY we get up in the morning
At GHJ we help our people and clients pursue their passions, build thriving businesses, and create a better future.
WHAT we believe
We believe that collaboration is the foundation for success. We work as a business advocate for our clients – providing personalized service and building long-term relationships to help position our clients for the future.
HOW we succeed
We are deeply committed to our core values of Bright Minds, Brave Hearts and Bold Actions and incorporate them into every aspect of our business. By living these values, we are able to meet our strategic objectives of Remaining Fiercely Independent (financial success), Meeting client demands/needs (client success), Reinforcing and expanding cultural distinction (people success).
Summary of Role:
Responsible for organizing and coordinating clients' tax data for the accurate, timely completion of tax returns with additional supervisory responsibilities.
Essential Functions:- Establishes and maintains prompt, professional and courteous relationships with clients.
- Performs detail review of tax returns prepared by Senior Associates and Associates.
- Updates Managers and Partners on engagements to ensure quality deliverables and profitability of engagements.
- Ensures the continued success of the department by participating in the recruiting and mentoring programs at the Firm.
- Supervises and trains Seniors and Associates in the tax department to ensure that all engagements are completed on time.
- Reviews tax information submitted by client for completeness; meets with or calls clients with questions and information needs.
- May prepare entity and individual returns of increased complexity.
- Technical knowledge of the Form 990 and all required schedules and Form 990-PF is a bonus.
- May prepare or review excise tax calculations for Private Foundations.
- Prepares amended returns of any variety and complexity.
- Prepares or reviews quarterly tax projections and/or tax provisions.
- Responds to tax notices of any sort and does initial drafts of any letters required.
- Performs tax research project.
- Prepares S-elections, requests for accounting changes, and other tax technical projects as required.
- Maintains a good understanding of depreciation and depreciation computer software packages in order to generate and understand depreciation reports.
- Prepares tax accruals as may be required in supporting corporate tax clients, including for audit support.
- Works with confidential client matters and maintains client confidentiality according to AICPA professional requirement.
Experience, Skills, Knowledge and Abilities:- 4-5 years of experience in preparing individual, corporate, and partnership tax returns.
- At least three (3) years experience using computerized tax preparation, tax planning, and tax research software.
- Ability to operate a computer, calculator and other general office equipment.
- Ability to prepare complex and specialized tax returns.
- Ability to conduct special projects as well as tax research.
- Ability to supervise and train tax staff.
- Familiarity with tax filing forms.
Educational Requirements:- Bachelor's degree in Accounting, Business, Finance, or related equivalent.
- CPA certification required.
- Minimum of forty hours of continuing professional education is required each year to develop technical and supervisory skills.
Working Conditions:- Occasional same day travel for meeting with clients or to attend training using a personal vehicle.
- Firmwide week-long meeting held in Los Angeles two times a year, in January and June. In-person attendance required.
- Overtime work required from February to April and from August to October may exceed 55 hours per week.
- This job description does not list all the duties of the job. You may be asked by managers or partners to perform other instructions and duties. You will be evaluated in part based upon your performance of the tasks listed in this job description. Management has the right to revise this job description at any time. The job description is not a contract for employment, and either you or the employer may terminate employment at any time, for any reason.
Equal Employment Opportunity
GHJ is an equal opportunity employer. In accordance with applicable law, we prohibit discrimination against any applicant or employee based on any legally-recognized basis, including, but not limited to: race, color, religion, sex (including pregnancy, lactation, childbirth or related medical conditions), sexual orientation, gender identity, age (40 and over), national origin or ancestry, citizenship status, physical or mental disability, genetic information (including testing and characteristics), veteran status, uniformed service member status or any other status protected by federal, state or local law. Our commitment to equal opportunity employment applies to all persons involved in our operations and prohibits unlawful discrimination by any employee, including Department Heads and co-workers.
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