Tax Manager - Private Client Services
RubinBrown
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 #J-18808-Ljbffr
- Job Summary:Private Client Services at BDO is a boutique practice within our firm. Offering a high touch... ...well as other people with complicated tax and financial structures. The Private... ...retirement, and life insurance planning.A Tax Manager, Private Client Services is responsible...Private clientPrivate practiceWork at office
$154k - $219k
...FirmUnlock the Boundless Horizons of Tax, Valuation, and Business... ...presence among professional services organizations. You'll embark... ...working with extraordinary clients spanning every industry,... ...your success!The RoleSenior Managers in our Private Client Services (PCS) practice...Private clientFull timeWork experience placementInternshipPrivate practiceH1bLocal areaWork visa- ...Private Client Services Tax ManagerRubinBrown is one of the nation's leading accounting and professional consulting firms with a commitment to... ...Vegas, Nashville, and St. Louis.A Private Client Services Tax Manager is a key participant in client service, team member...Private clientWork at officeWeekend workAfternoon shift
- ...personal relationships and delivering totally satisfied clients. The RubinBrown name and reputation are synonymous with... ...Kansas City, Las Vegas, Nashville, and St. Louis. A Private Client Services Tax Manager is a key participant in client service, team member development...Private clientWork at officeWeekend workAfternoon shift
$110k - $180k
...– we give you the tools you need to succeed and the autonomy to reach your goals. EisnerAmper is seeking a Tax Senior Manager to join the Private Client Services (PCS) practice. We are looking for a dynamic individual with the capacity to efficiently oversee multiple client...Private clientTemporary workPrivate practiceWork at officeLocal area- Regional CPA Firm is seeking a Tax Manager to join its Private Client Services team on a remote schedule. This role offers career growth toward upper management and partnership, with leaders heading toward retirement and a focus on high-performing professionals. The firm...Private clientRemote job
$110k - $180k
...will have the flexibility to manage your days in support of our commitment... ...a team, foster strong client relationships, prospect and... ...that values exceptional client service and tax expertise. Responsible for... ...sector, such as hedge funds, private equity, and other investment-...Private clientLocal area$130k - $160k
Our team has been engaged by a top accounting, tax, and advisory firm to find a high quality Tax Manager in the Chicago, IL area. This firm works with very significant local and regional business clients as well as high profile VIP personal clients for a variety of tax...Private clientSummer workLocal areaFlexible hours$156k - $200k
...Tax Senior Manager, Private Client Services The Tax Senior Manager, Private Client Services assists in providing tax compliance and consulting services to our high net worth clients. Significant knowledge of taxation related to personal income, estate and gift tax and...Private clientWork at office$112k - $150k
Job Summary Private Client Services at BDO is a boutique practice within our firm. Offering a high touch... ...well as other people with complicated tax and financial structures. The Private... ...retirement, and life insurance planning. A Tax Manager in Private Client Services is...Private clientPrivate practiceWork at office$166k - $280k
...Boundless Horizons of Tax, Valuation, and Business... ...presence among professional services organizations. You'll... ...with extraordinary clients spanning every industry... ...RoleAs a member of the Private Client Services practice... ...communication with clients to manage expectations, ensure...Private clientFull timeWork experience placementPrivate practiceH1bWork at officeLocal areaWork visa- Job Summary:Private Client Services at BDO is a boutique practice within our firm. Offering a high touch... ...well as other people with complicated tax and financial structures. The Private... ..., and life insurance planning.A Tax Managing Director, Private Client Services (PCS...Private clientPrivate practiceWork at office
- ...Our client is a well-established Regional CPA Firm who are performing a select search for a talented Tax Manager to join their Private Client Services Team on a REMOTE Schedule . A few of the leaders are heading toward retirement and they are looking for tax...Private clientRemote work
$166k - $280k
...Job Overview Tax Director in our Private Client Services practice to oversee complex income tax returns and manage client relationships and team members. Responsibilities Conduct secondary review of and have ultimate responsibility for complex income tax returns, including...Private clientFull timePrivate practiceWork at officeLocal areaWork visa- 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...Private client
- PwC Private is seeking a Manager to lead and develop teams focused on private client service. You will supervise, manage client engagements, and deliver complex analysis to craft practical solutions for private companies and their owners. The role emphasizes mentorship...Private client
- BDO USA, LLP is a leading accounting firm offering Private Client Services to high net‑worth individuals and families. The Tax Manager role focuses on tax compliance and advisory work for sophisticated estates and trusts, with collaboration across clients and advisors....Private client
$130k - $200k
Private Client Tax Manager / Senior Manager ( Full-Time ) Chicago, IL - DK Chicago, IL Key Responsibilities: Tax Engagement Management Lead and... ...taxation Gift taxation Trust taxation Private wealth advisory services Strong leadership, communication, and client advisory...Private clientFull timeLocal area- ...Illinois-based accounting and advisory firm seeking an ambitious business tax manager or senior manager with expertise in construction clients and mentoring younger staff. The role emphasizes client service, leadership, and ongoing learning. You will lead engagements,...
- 77 consultants is seeking a Senior Manager in Tax to oversee complex tax engagements for diverse clients. This leadership position emphasizes proactive planning, client... ...while ensuring high standards in tax advisory services. Ideal candidates have a US CPA, 8-12 years of...
$106.5k - $195.1k
...EY is a global professional services firm with a dedicated Financial... ...Organization. In the Private Tax practice, we serve privately... ...business structures. Support clients in wealth transfer, succession... ...profile individuals and families. Manage and deliver processes, solutions...Private clientWork experience placementPrivate practiceSummer holidayImmediate startFlexible hours- ...Tilly is a leading advisory, tax and assurance firm, providing clients with a genuine coast‑to‑... ...) provide professional services through an alternative... ...Join Baker Tilly as a Tax Manager with our PE Partnerships... ...services and tax compliance to private equity clients. You will...Private clientLocal areaWorldwide
- ...Job Description Job Description Job Title: Private Client Tax Manager / Senior Manager Location: Chicago, IL / Lincolnshire, IL Work... ...providing a broad range of tax, accounting, audit, and consulting services to businesses, individuals, and privately held...Private clientLocal area
- Jobot is seeking a seasoned tax professional to join our Chicago private client tax practice. The role emphasizes estate, gift and trust tax with UHNW and investment partnership experience valued. Expect busy seasons with 50-55 hour weeks, generous bonus potential, and...Private clientPrivate practice
- ...Tax Manager - HNW Clients (Accounting Firm)A mid-sized accounting firm committed to providing exceptional client accounting services is currently recruiting a talented individual to join their team as a Tax Manager - HNW Clients.Reports to: Senior Tax Manager - HNWKey...
- ...Private Wealth Services Tax ManagerAs the Private Wealth Services Tax Manager, you'll conduct primary and secondary reviews of complex tax returns and provide income, estate... ..., closely held business and family business clients – all with the resources, environment, and...
- PwC is seeking a Senior Manager in its Private team to lead large projects and drive strategic advisory initiatives for clients at a senior level. You will guide teams, influence outcomes, and deliver sophisticated tax-related solutions using technology and expertise across...
$126.1k - $253k
...provider of professional services to the middle market... ...change, empowering our clients and people to realize their... ...estate and income tax planning and compliance... ...goals. As a Tax Senior Manager, you will be responsible... ...accounting with an emphasis on private client taxation...Private clientFull timeWork experience placementInternshipLocal area$126.1k - $253k
...leading provider of professional services to the middle market globally,... ...of change, empowering our clients and people to realize their full... ...there’s nowhere like RSM.RSM’s Private Company team is looking for a dynamic Tax Senior Manager to join our expanding Business...Private clientFull timeWork experience placementInternshipPrivate practiceLocal area- ...Chicago, IL is looking for an experienced Tax Manager to join its team. This is an excellent... ...for a CPA who enjoys working closely with clients, handling complex tax matters, and... ...returns, provide planning and advisory services, mentor staff, and work with Partners on...
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