Tax Manager - Private Client Services
Role description
From the employerRubinBrown 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. RubinBrown has revenue of approximately
$240 million with 1000+ team members across locations in Chicago, Denver, Kansas
City, Las Vegas, 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.
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