A Private Client Services Tax Manager is a key participant in client service, team member development, specialty expertise, and business development.
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
- 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
Preferred Experience/Background/Skills- CPA required
- Bachelors 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.
- Ability 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
- Ability to sit for long periods of time.
- Ability to move throughout office.
- Ability to lift, carry, push, and pull up to 50 pounds.
- Ability to communicate with clients, team members, etc.
Colorado, Illinois, and Nevada Salary Statement:The salary range displayed is specifically for those potential applicants who will work or reside in the states of Colorado and Las Vegas if selected for the role. Any offered salary is determined based on internal equity, internal salary ranges, market data/ranges, applicant skills and prior relevant experience, degrees and certifications (e.g. JD / technology).
Tax Manager - Private Client Services
Benefits
One Firm
