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Tax Manager - Private Client Services

Saint Louis, Missouri
Job Type
31 May 2021
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.
* Ability to successfully contribute to the success of a strategic business unit of the firm.
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  • Job Reference: 295831662-2
  • Date Posted: 31 May 2021
  • Recruiter: RubinBrown
  • Location: Saint Louis, Missouri
  • Salary: On Application
  • Sector: Accounting
  • Job Type: Permanent