Partner, Tax Services

Major Responsibilities

• Serve as primary relationship owner for clients, advising executive management and boards
• Oversee engagements from planning through completion, ensuring compliance with standards, regulations, and RubinBrown’s quality expectations, and approve key deliverables
• Maintain responsibility for quality, risk management, and independence compliance, serving as a technical resource on complex matters
• Monitor engagement economics, including budgets, staffing, realization, and profitability, to support sustainable client relationships
• Provide strategic guidance on complex tax, consulting and regulatory matters
• Collaborate with existing team, lead and support business development through opportunity identification, client expansion, and proposal support
• Cross-service collaboration to deliver integrated solutions and support growth of the designated industry group
• Recruit, develop, and mentor professionals, supporting succession planning and long-term practice sustainability

Preferred Experience/Background/Skills

• Bachelor’s degree in Accounting or a related field; advanced degree preferred
• Active CPA required
• 12+ years of progressive public accounting experience with significant focus in S Corps and Partnerships in various industries
• Deep knowledge of U.S. GAAP, AICPA compliance standards
• Demonstrated success leading client relationships and executive-level discussions
• Prioritization of business development, management of risk, and leading high-performing teams
• Strong communication, presentation, and relationship-building skills
• Commitment to quality, integrity, and the development of people and the profession

Working Conditions

• Typical office hours are 8:00 a.m. to 5:00 p.m., Monday through Friday
• Ability to work extra hours as determined by workload and client expectations
• Travel may range from minimal to monthly
• Hybrid model (2-3 days in the office/week)
• Ability to sit for long periods of time
• Ability to move throughout office
• Ability to lift, carry, push, pull up to 30-50 pounds

One Firm

RubinBrown is an independent member of Baker Tilly International, the 9th largest accounting and business advisory network in the world.