Tax Manager - Private Client Services

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
• Supervise engagement/assignment procedures
• Develop team members – serve as mentor, advisor, team leader, and/or Career Advocate (CA)
• Plan and complete assignments in a timely manner
• Generate new business and retain current business
• Expand services to existing clients

Preferred Experience/Background/Skills

• CPA required
• Bachelor's 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

Working Conditions

• Typical office hours of 8:00am – 5:00pm
• Must be available for on-call coverage during evenings, weekends, and holidays as requested
• Able 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
• Able to sit for long periods of time
• Able to move throughout office
• Able to lift, carry, push, and pull up to 50 pounds
• Able to communicate with clients, team members, etc.

Career Advancement

• 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

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
• 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
• EEO Employer W/M/Vet/Disabled