Tax Manager - Private Client Services

RubinBrown LLP

48d

About The Position

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.

Requirements

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

Nice To Haves

Experience with trust income tax compliance a plus

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