Tax Manager - Private Client Services

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

Job summary

RubinBrown LLP is seeking a Private Client Services Tax Manager in Chicago to lead high net worth client engagements and mentor junior staff. Provide sophisticated tax planning and compliance services, manage engagements, and maintain client relationships in a fast-paced environment.

The role requires CPA, a Bachelor's in Accounting, and 5+ years of individual income tax experience, including trust taxes. Strong communication and leadership skills are essential for success in this position.

Qualifications

• CPA required and a Bachelor's degree in Accounting or related field.
• Five or more years of applicable experience in individual income tax planning and compliance.
• Experience with trust income tax compliance a plus.
• Proficient in MS Word and Excel.
• Excellent verbal and written communication skills.

Responsibilities

• Provide outstanding service to high net worth individuals, executives, and business owners per RubinBrown standards.
• Demonstrate technical competence in income tax planning and compliance.
• Manage engagements in a consistently profitable manner.
• Review client engagement paperwork for accuracy and completeness.
• Supervise and develop team members; mentor and coach as needed.
• Provide timely performance feedback to support the firm’s process.

Skills

Leadership & mentoring

Tax planning & compliance

Research & issue resolution

Client service

Education

CPA required

Bachelor's degree in Accounting or related

5+ years of relevant tax experience

Tools

Microsoft Word

Microsoft Excel

Job description

RubinBrown LLPis 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. We have revenue of approximately $265 million with 1,000+ team members across locations in Chicago, Denver, Detroit, Kansas City, Las Vegas, Mumbai (India), 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 8:0am – 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).

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

Equal Opportunity Employer
This employer is required to notify all applicants of their rights pursuant to federal employment laws.For further information, please review the Know Your Rights notice from the Department of Labor.