Tax Associate
Job Function
Tax Team Support
Department
Legal & Tax
Reporting To
Senior Director of Tax Controversy
Job Location
Cleveland, OH
Salary Range
$95k-$105k
Summary

The Tax Associate will be responsible for providing support to in-house tax counsel by providing litigation coordination, preparing appeals protests and managing the appeals process, and assisting with general audit management, including drafting IDR responses. The Tax Associate will also assist with the preparation of various tax forms. The Tax Associate must be an analytical and independent thinker, detail-oriented, and possess superior organizational skills. This role will work closely with the Tax and Legal departments.

Essential Duties and Responsibilities
  • Transaction execution: review letters of intent, purchase agreements, prepare transaction maps.
  • Tax compliance: assist in the preparation of tax planning and disclosure documents. Work with the outside accounting firm to ensure the tax filings are accurate and complete.
  • Audit management: draft IDR responses, manage statute of limitations filings, assist with IRS interviews and site visits, and research legal positions in the context of BBA partnership audits.
  • Appeals preparation and management: draft protests, plan for and participate in Appeals conferences.
  • Appraisal review: review property appraisals to ensure compliance with tax regs.
  • Litigation assistance and coordination: assist with strategy for litigation and work with outside counsel on legal issues.
  • FOIA: draft and review FOIA requests and productions.
  • Research and writing: research legal issues, write briefs, articles, and memoranda as needed.
Education / Experience
  • 4-7 years of relevant experience.
  • CPA or JD or equivalent experience required.
  • Previous tax controversy experience preferred.
  • Experience with historic preservation easements, historic tax credits, and other Federal and state incentives preferred.
Knowledge, Skills & Abilities

Knowledge, skills and abilities listed below are required to be proficient in this role.

  • Demonstrate behaviors consistent with the organization’s Cultural Norms and Core Values.
  • Strong Initiative along with a willingness to jump in and solve problems.
  • Self-directed and able to work well with individuals at all levels of the organization.
  • Well-organized and hard-working with the ability to prioritize and multitask.
  • Assertive, creative, and adaptable to changing conditions.
  • Results-oriented and detail-oriented with a passion to excel.
  • Excellent written and verbal communication skills; knowledge of accepted business language.
  • Exercises sound judgment and meet deadlines.
Computer Skills
  • Proficiency with Microsoft Office software (Word, Excel, PowerPoint, Outlook, Sharepoint).
  • Ability to leverage AI platforms (ChatGPT, Copilot, etc.) to streamline workflows, enhance decision- making, and drive innovation through automation and data-driven insights.
AAP/EEO Statement

GBX provides equal employment opportunity to all individuals regardless of their race, color, creed, religion, gender, age, sexual orientation, national origin, disability, veteran status, or any other characteristic protected by state, federal, or local law. GBX hires and promotes individuals solely on the basis of their qualifications for the job to be filled.

The above job description is not intended to be an all-inclusive list of duties and standards of the position. Incumbents will follow any other instructions and perform any other related duties as assigned by their supervisor.

Contact Information

For questions or to submit your resume, please email Chelsea, People Operations Specialist at: coddis@gbxgroup.com