Tax Manager - Private Client Services

RubinBrown CareerSt. Louis, MO
2d

About The Position

RubinBrown 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.

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.

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
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