Tax Manager - Private Client Services

Tax Manager - Private Client Services

Founded in 1952, RubinBrown LLP is one of the nation's leading accounting and professional consulting firms. The RubinBrown name and reputation are synonymous with experience, integrity and value.

RubinBrown redefines the full-service experience by combining technical and industry expertise with a commitment to personal and high-level relationships.

A Private Client Services Tax Manager is a key participant in client service, team member development, specialty expertise, and business development.

Major responsibilities include:

• Providing 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
• Demonstrating technical competence in specialty expertise (in Income tax, Compliance, and Planning)
• Managing engagements/assignments in a consistently profitable manner
• Reviewing client engagement/assignment documentation, returns and work papers for accuracy
• Supervising client engagement/assignment procedures
• Developing team members – serving as mentor, advisor, team leader, and/or Career Advocate (CA)
• Providing team members with timely and candid performance feedback supporting the firm's performance management process
• Planning and completing assignments in a timely manner
• Ability to recognize, research, document and satisfactorily resolve technical issues
• Generating new business and retaining current business
• Expanding services to existing clients

Preferred experience/background/skills include:

• 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
• Ability to successfully contribute to the success of a strategic business unit of the 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.