Tax Manager - Private Client Services
RubinBrown
Private Client Services Tax ManagerRubinBrown LLP 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. 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 StandardsDemonstrate technical competence in specialty expertise (in Income tax, Compliance, and Planning)Manage engagements/assignments in a consistently profitable mannerReview client engagement/assignment documentation, returns and work papers for accuracySupervision of client engagement/assignment proceduresDevelopment 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 processPlan and complete assignments in a timely mannerAbility to recognize, research, document and satisfactorily resolve technical issuesGenerate new business and retain current businessExpand services to existing clientsPreferred Experience/Background/Skills:CPA requiredBachelors degree in Accounting or related degreeFive or more years of applicable experience in individual income tax planning and complianceExperience with trust income tax compliance a plusAbility to research technical issues and document resultsAbility 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 locationsAbility 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).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/DisabledEqual 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.
- ...'ll Do Are you an experienced tax professional with a passion for delivering exceptional service to high-net-worth families and family office clients? As a Senior Manager on our Family Office team, you... ..., trusts, partnerships, LLCs, private investments, and family-owned...Private clientFull timeContract workWork at office
- 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 Senior Manager, Private Client Services (PCS) is...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$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- ...Tax Manager – Private Client & Global Mobility (Expatriate Tax) - Chicago, ILWe are seeking an experienced Private Client/Global Mobility tax professional... ...holidays plus an additional post-4/15 holiday.Paid Day of Service annually.Paid parking or public transportation...Private clientFull timeWork at officeImmediate startFlexible hours
- Job Title: Tax Manager Job Location: Chicago, IL or Colorado, COSalary: $120k - $160k Requirements: 5-7+ Years Public Accounting... ...read on! We are a Mid-Sized CPA Firm that works with Clients in, Private Clients Services, Real Estate, Construction, Agriculture, Manufacturing,...Private clientImmediate startRemote work
- ...the autonomy to reach your goals. We are seeking a Tax Director to join the Private Client Services (PCS) practice, able to sit in a number of our... ...in the industry You will have the flexibility to manage your days in support of our commitment to work/life balance...Private clientWork experience placementPrivate practiceLocal area
$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$105.38k - $215.38k
...Summary Are you a tax professional who enjoys... ...? If so, this Tax Manager opportunity within Deloitte... ...our Individual Tax Services - High Net Worth group,... ...when needed.Build strong client relationships through clear... ...-worth individuals or private clients.Strong client...Private clientWork at officeLocal area- ...Prosperity Partners in Chicago seeks a Senior Tax Manager to oversee complex tax compliance and planning engagements while leading client advisory and team development. You will work directly with business owners, executives, trusts, estates, and family offices, shaping...
$107.16k - $226.32k
...at one of the worlds top tax firms. Enjoy a collaborative... ...helping high-profile clients understand, analyze, and... ...KPMG is currently seeking a Manager or Senior Manager, Global Executive & Private Clients - Japanese to join our Business Tax Services practice.Responsibilities...Private clientLocal area- ...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...
$100k - $125k
...Cresset is a firm built by clients, for clients. As an... ...multi-family office and private investment firm, we are reimagining... ..., Private Wealth Client Services with 5+ years of experience managing the administrative and... ...attorneys (FO) Manage tax document facilitation...Private clientFull timeTemporary workWork at officeLocal area$165k - $240k
...work? Senior Transportation Project Manager (Roadway Design & Client Development) Atlas is a... ...testing and geotechnical consulting services for environmental, industrial and infrastructure... ...solutions to both public and private sector clients in the transportation...Private clientApprenticeshipLocal area$150k - $220k
...established, award-winning, and highly respected private public accounting firm in Chicago. Known for technical excellence and client-centric service, our firm serves a distinguished client... ...Summary \n We are seeking a Senior Tax Manager to join our expanding Financial...Seasonal workLocal areaRemote workFlexible hours$100k - $125k
...Cresset is a firm built by clients, for clients. As an... ...multi-family office and private investment firm, we are reimagining... ..., Private Wealth Client Services with 5+ years of experience managing the administrative and... ...(FO)\n Manage tax document facilitation with...Private clientFull timeTemporary workWork at officeLocal area$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- ...You will be responsible for the daily management of accounting functions, which encompasses... ...Key responsibilities include fostering client relationships, conducting thorough reviews... ...relationship‑building and advisory services, particularly those with a focus on high...Work at office
$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$95.4k - $180.4k
...provider of professional services to the middle market... ...change, empowering our clients and people to realize their... ...within RSM’s Corporate Tax services will provide... ...to help our public and private multinational corporate... ...obligations, while managing the impact tax has on their...Private clientFull timeWork experience placementInternshipLocal area$120k - $175k
...Job Title: Tax Manager/Sr. Manager – Direct Succession Track (No Business... ...of 70+ hour busy seasons, private equity disruptions, or being... ...strictly independent full-service CPA firm in the Western/South... ...held businesses and private clients. There is zero business development...Private clientFull timeSummer workWork at officeRemote workWork from homeFlexible hoursWeekend work2 days per week3 days per week$95.4k - $180.4k
...provider of professional services to the middle market... ...change, empowering our clients and people to realize their... ...family education, risk management, privacy/data security... ...:Exposure to strategic tax planning, business... ...Qualifications: Experience with private client or business...Private clientFull timeWork experience placementInternshipWork at officeLocal area$172.5k - $187.5k
As the Transaction Tax Manager you’ll lead innovative tax planning, consulting... ...A projects for your multiple clients - all with the resources,... ...closely with our Transaction Services colleagues, focusing on the... ...to IRC Section 382 for both private and public clients Other...Private clientInternshipSeasonal workWork at officeLocal areaFlexible hours3 days per week- ...EY is seeking a Transaction Tax Manager in a hybrid role to support corporate and private equity clients on tax diligence, advisory, and project management for complex transactions. You will engage in internal restructuring, BEPS considerations, and capital market activities...Private client
$112.88k - $179.48k
...your career. Let’s see what we can achieve. Together.SummaryThe Manager, Client Accounts, working in collaboration with and in support of the... ...to support timely resolution.Tracks team metrics, analyzes service-level trends, and implements solutions to maintain...Full timeWork at officeRemote workRelocationVisa sponsorshipRelocation package$85k - $100k
...Sales Account Manager, Private Clients (Chicago) Location: Chicago (Illinois), IL, US Function/Branch: Sales Type of contract: Permanent Employee... ...-based. You will manage a large portfolio of products, services and solutions and will play a crucial role in developing and...Private clientPermanent employmentContract workWork experience placementLocal area$200k
...ZACKS INVESTMENT MANAGEMENT: Born on Research In 1992, Zacks Investment Management... ...dedicated to delivering results for our clients by seeking excess returns over standard... ...also be supported by sales support, client services, marketing, research and more. This...Private clientFull timeLocal areaRemote workHome officeOverseas3 days per week- Job Summary:The Core Tax Services Senior Manager is responsible for advising clients on the tax implications of their business objections, evaluating and selecting... ...tax experience and/or public accounting, private industry accounting or consulting/professional services...Work at officeLocal area
- ...Managing Director, Private Equity Client Coverage About the Company Prominent strategic advisory consultancy Industry Management Consulting Type Privately Held About the Role The Company is in search of a Director/Managing Director for Private...Private client
- Job Summary:The Tax Manager, Core Tax Services is responsible for advising clients on the tax implications of their business objectives, evaluating and selecting alternative... ...tax experience and/or public accounting, private industry accounting or consulting/professional...Work at officeLocal area
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