About the Company:

This is one of the nation’s leading accounting and professional consulting firms, synonymous with experience, integrity and value. They provide unmatched service to closely held and publicly traded companies in specialized market sectors as well as non-profit and public sector organizations. They believe the key to providing value to their clients is their "one-firm"? culture - a spirit of teamwork and shared commitment to client service.

 

The Role YOU will Play:

A Private Client Services Tax Manager is a key participant in client service, team member development, specialty expertise, and business development.

• 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

 

Background Profile:

• 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.
• Ability to successfully contribute to the success of a strategic business unit of the firm.

Posted On: Tuesday, November 14, 2023