Tax Manager - Private Client Services

RubinBrown LLP; Chicago (IL); On-site; USD 120,000 - 180,000; Full time

Job summary

RubinBrown seeks a Private Client Services Tax Manager in Chicago to lead tax planning and compliance for high net worth individuals and business owners. You will mentor staff, drive technical excellence, and develop client relationships in a fast-paced environment.

Responsibilities include managing engagements, reviewing returns, and expanding services while upholding RubinBrown’s Client Service Standards.

Qualifications

• CPA certification required.
• Bachelor's degree in Accounting or related field.
• Five+ years of income tax planning and compliance experience.
• 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 high net worth individuals, executives and business owners per Client Service Standards.
• Demonstrate technical competence in income tax, compliance, and planning.
• Manage engagements in a consistently profitable manner.
• Review client engagement documentation, returns and work papers for accuracy.
• Supervise client engagement procedures.
• Develop team members – mentor, advisor, team leader, and Career Advocate.
• Provide timely, candid performance feedback supporting the firm’s performance management process.
• Plan and complete assignments in a timely manner.
• Research, document and resolve technical issues.
• Generate new business and retain current business.
• Expand services to existing clients.

Skills

CPA

Tax planning

Leadership

MS Office

Communication

Ethics

Trust tax

Bachelor's degree

Tax compliance

Education

Bachelor's degree in Accounting

CPA Certification

Job description

RubinBrown is one of the nation’s leading accounting and professional consulting firms with a commitment to building personal relationships and delivering totally satisfied clients. The RubinBrown name and reputation are synonymous with experience, integrity and value. RubinBrown has revenue of approximately $240 million with 1000+ team members across locations in Chicago, Denver, Kansas City, Las Vegas, Nashville, and St. Louis.

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

To foster a highly respected, inclusive culture that helps foster and 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