Tax Manager - Private Client Services

RubinBrown Career • Las Vegas, NV

52d • Hybrid

About The Position

A Private Client Services Tax Manager is a key participant in client service, team member development, specialty expertise, and business development. This role involves providing outstanding service to a broad range of high net worth individuals, executives, and business owners and their related entities. The manager is responsible for demonstrating technical competence in income tax, compliance, and planning, managing engagements profitably, and supervising client engagement procedures.

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

Benefits

• 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.

What This Job Offers

• Job Type: Full-time
• Career Level: Manager