Senior Private Client Tax Manager

RubinBrown LLP; Kansas City (MO); On-site; USD 140,000 - 210,000; Full time

Job summary

RubinBrown seeks a Private Client Services Tax Manager in Kansas City to lead high net worth client service, tax planning, and compliance work. You will mentor staff and manage engagements while ensuring profitability and technical excellence.

Requirements include a CPA, a Bachelor’s degree in Accounting, and 5+ years in individual income tax planning and compliance; trust tax experience is a plus. Strong research, communication, and ethics are essential.

Qualifications

• 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.

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

Skills

CPA

Tax planning

Communication

Leadership

Microsoft Office

Education

Bachelor's degree in Accounting

Job description

RubinBrown seeks a Private Client Services Tax Manager in Kansas City to lead high net worth client service, tax planning, and compliance work. You will mentor staff and manage engagements while ensuring profitability and technical excellence.

Requirements include a CPA, a Bachelor’s degree in Accounting, and 5+ years in individual income tax planning and compliance; trust tax experience is a plus. Strong research, communication, and ethics are essential.