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Tax Manager - Private Client Services

RubinBrown LLPChicago, Illinois, United StatesFULL-TIME
$115k – $165kAI estimatePosted 1 week ago
Private ClientIndirect / VAT
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Role description

From the employer

RubinBrown LLP is one of the nation’s leading accounting and professional

consulting firms with a commitment to building personal relationships and

delivering totally satisfied clients. The RubinBrown name and reputation are

synonymous with experience, integrity, and value. We have revenue of

approximately $265 million with 1,000+ team members across locations in Chicago,

Denver, Detroit, Kansas City, Las Vegas, Mumbai (India), Nashville, and St.

Louis.

A Private Client Services Tax Manager is a key participant in client service,

team member development, specialty expertise, and business development.

Major Responsibilities

  • Provide outstanding service to a broad range of high net worth individuals,

executives and business owners and related entities in accordance with

RubinBrown Client Service Standards

  • Demonstrate technical competence in specialty expertise (in Income tax,

Compliance, and Planning)

  • Manage engagements/assignments in a consistently profitable manner
  • Review client engagement/assignment documentation, returns and work papers

for accuracy

  • Supervision of client engagement/assignment procedures
  • Development of team members – serve as mentor, advisor, team leader, and/or

Career Advocate (CA)

  • Provide team members with timely and candid performance feedback supporting

the firm’s performance management process

  • Plan and complete assignments in a timely manner
  • Ability to recognize, research, document and satisfactorily resolve technical

issues

  • Generate new business and retain current business
  • Expand services to existing clients

Preferred Experience/Background/Skills

  • CPA required
  • Bachelors degree in Accounting or related degree
  • Five or more years of applicable experience in individual income tax planning

and compliance

  • Experience with trust income tax compliance a plus
  • Ability to research technical issues and document results
  • Ability to supervise, coach, and develop individuals and/or large groups.
  • Proficiency in Microsoft Office programs (Word and Excel required).
  • Excellent verbal and written communication skills.
  • Strict adherence to professional ethics.

Working Conditions

  • Typical office hours of 8:00am – 5:00pm.
  • Must be available for on-call coverage during evenings, weekends, and

holidays as requested.

  • Ability to work extra hours, different hours, or staggered hours as

determined by the workload and expectations especially between February and

April each year.

  • Some travel will be required to assist in other locations
  • Ability to sit for long periods of time.
  • Ability to move throughout office.
  • Ability to lift, carry, push, and pull up to 50 pounds.
  • Ability to communicate with clients, team members, etc.

Colorado, Illinois, and Nevada Salary Statement

The salary range displayed is specifically for those potential applicants who

will work or reside in the states of Colorado and Las Vegas if selected for the

role.   Any offered salary is determined based on internal equity, internal

salary ranges, market data/ranges, applicant skills and prior relevant

experience, degrees and certifications (e.g. JD / technology).

Tax Manager - Private Client Services

[https://www.rubinbrown.com/assurance-manager-range/]

Benefits [https://www.rubinbrown.com/benefits/]

One Firm

To foster a highly respected, inclusive culture that helps foster and promote an

environment that is diverse and equitable for all team members and the firm to

achieve growth and deepened expertise. RubinBrown is an equal

opportunity/affirmative action employer. All qualified applicants will receive

consideration for employment without regard to sex, gender identity, sexual

orientation, race, color, religion, national origin, disability, protected

Veteran status, age, or any other characteristic protected by law.

Accommodations are available on request for candidates taking part in all

aspects of the selection process. To request accommodation, please contact your

recruiter.

EEO Employer W/M/Vet/Disabled

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