RubinBrown is one of the nations 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.
Overview
A Private Client Services Tax Manager is a key participant in client service team member development and business development. They 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.
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 firms 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.
- Ability to successfully contribute to the success of a strategic business unit of the firm.
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.
Colorado Nevada and Illinois Salary Statement:
The salary range displayed is specifically for those potential applicants who will work or reside in the states of Colorado Nevada or Illinois 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
Benefits Summary
EEO Employer W/M/Vet/Disabled
Required Experience:
Manager
RubinBrown is one of the nations 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 approx...
RubinBrown is one of the nations 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.
Overview
A Private Client Services Tax Manager is a key participant in client service team member development and business development. They 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.
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 firms 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.
- Ability to successfully contribute to the success of a strategic business unit of the firm.
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.
Colorado Nevada and Illinois Salary Statement:
The salary range displayed is specifically for those potential applicants who will work or reside in the states of Colorado Nevada or Illinois 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
Benefits Summary
EEO Employer W/M/Vet/Disabled
Required Experience:
Manager
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