Tax Manager, Private Client Services

2 days ago

Chicago IL United States RubinBrown Full time

Founded in 1952, RubinBrown LLP is one of the nation’s leading accounting and professional consulting firms. The RubinBrown name and reputation are synonymous with experience, integrity, and value.

RubinBrown redefines the full-service experience by combining technical and industry expertise with a commitment to personal and high-level relationships.

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.
  • Supervise client engagement/assignment procedures.
  • Develop 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.
  • 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.
  • 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 is 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.

One Firm:

To foster a highly respected, inclusive culture that helps 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.

Qualifications Education:

Required:

Bachelor's

Preferred:

Master's

Behaviors:

Required:

Team Player: Works well as a member of a group.

Functional Expert: Considered a thought leader on a subject.

Detail Oriented: Capable of carrying out a given task with all details necessary to get the task done well.

Motivations:

Required:

Entrepreneurial Spirit: Inspired to perform well by an ability to drive new ventures within the business.

Self-Starter: Inspired to perform without outside help.

Licenses & Certifications:

Required:

Cert. Public Accountant.

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