Tax Manager - Private Client Services jobs in United States
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RubinBrown LLP · 3 months ago

Tax Manager - Private Client Services

RubinBrown LLP is one of the nation’s leading accounting and professional consulting firms, known for its commitment to integrity and value. The Private Client Services Tax Manager will provide exceptional service to high net worth individuals and oversee team member development, ensuring compliance and planning expertise in income tax. This role includes managing client engagements, mentoring team members, and generating new business.

AccountingConsulting
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Growth Opportunities

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

Qualification

CPAIncome tax planningComplianceMicrosoft OfficeTechnical issue researchTeam developmentProfessional ethicsCommunication skills

Required

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

Preferred

Experience with trust income tax compliance a plus

Company

RubinBrown LLP

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RubinBrown provides unmatched service to closely held and publicly traded companies in specialized market sectors as well as non-profit and public sector organizations.

Funding

Current Stage
Late Stage

Leadership Team

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Jennifer Jones
Chief Financial Officer
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Aaron Pollard
Partner & Vice Chair, Transportation and Dealership Services Group
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