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.
$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$180k - $250k
...autonomy to reach your goals. We are seeking a Tax Director to join the Private Client Services (PCS) practice in Chicago. We are seeking someone who... ...the industry ~ You will have the flexibility to manage your days in support of our commitment to work/life...Private clientTemporary workWork experience placementPrivate practiceLocal area- ...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
- ...personal relationships and delivering totally satisfied clients. The RubinBrown name and reputation are synonymous with... ...Denver, Kansas City, Las 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
$166k - $280k
...Boundless Horizons of Tax, Valuation, and Business... ...presence among professional services organizations. You'll... ...with extraordinary clients spanning every industry... ...As a member of the Private Client Services practice... ...communication with clients to manage expectations, ensure...Private clientWork experience placementPrivate practiceWork at officeLocal area$162k - $190k
...Tax Senior Manager, Private Client Services Private Client Services at BDO is a boutique practice within our firm. Offering a high touch approach, we have extensive experience serving high net-worth individuals, their families, family offices, C-Suite executives, athletes...Private clientPrivate practiceWork at office$154k - $219k
...Senior Manager Unlock the Boundless Horizons of Tax, Valuation, and Business Expertise with... ...presence among professional services organizations. You'll... ...working with extraordinary clients spanning every industry,... ...Senior Managers in our Private Client Services (PCS)...Private clientWork experience placementInternshipPrivate practiceLocal 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$110k - $250k
...and the ability to work with a complex and diverse variety of clients, or specialized if you prefer! We want you to love what you do... ...expand are available as well due to our footprint! If you are a Tax Manager with at least 3 years experience in HNW individuals, then...Private clientLocal areaRemote workFlexible hours$93k - $98k
...Private Client Services Tax Senior Private Client Services at BDO is a boutique practice within our firm. Offering a high touch approach,... ...professional experience as well as their communication, time management, leadership, technical, business development, and people...Private clientPrivate practiceWork at office- ...Tax Manager Private Client & Global Mobility (Expatriate Tax) - Chicago, IL We are seeking an experienced Private Client/Global Mobility tax... ...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
- ...is seeking an ambitious and curious tax professional with an interest in private client taxation, ongoing learning, and exemplary client service. Do you consider yourself to have an... ...with clients, team members, company management and regulatory bodies. Provided with...Private clientImmediate startRemote work
$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- ...Tax Senior Manager RSM's Private Company team is looking for a dynamic Tax Senior Manager to join our expanding... ...of what matters most to our clients. Our team of first choice advisors is... ...team dedicated to excellent client service, and business development: Advise...Private clientPrivate practiceLocal area
- EisnerAmper is seeking a Tax Partner for Private Client Services (PCS) to lead complex advisory and compliance engagements for high-net-worth individuals, family offices, and closely held businesses. You will guide a team, originate opportunities, and enhance client relationships...Private client
$116.2k - $212.9k
...world. The opportunity EY Private is a growing practice... ...technically demanding tax planning projects... ...contact for a wide range of clients and colleagues. This is... ...business acumen. As a Manager in Private Tax, you will... ...and metrics in client service, risk management, sales...Work experience placementPrivate practiceSummer holidayFlexible hours$145k - $165k
...smaller firm with awesome/complex clients, room to grow, exceptional... ...of specializing in integrated tax planning, business advisory, and financial planning services. Every client is served by a team... ...composed of a senior partner, a manager, and a staff person. This approach...Work at officeLocal area- ...procedures of federal and state income tax returns. We're Looking for Someone... ...MS Excel and MS Word. Strong time management and organizational skills. Strong work... ..., and analytical skills. About Our Private Client Services (PCS) Team The EisnerAmper Private...Private clientTemporary workInternshipLive inWork at officeLocal areaMonday to Friday2 days per week3 days per week
$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$79.8k - $168k
Job Summary The Tax Manager, Transaction Advisory Services is an essential team member that will work to ensure engagements... ...are executed timely and that client expectations are met, if not... ...engagements related to transactions that private equity and strategic corporate...- ...Job description As the Corporate Tax Manager, you'll be a member of our Corporate Tax Solutions... ...the primary tax relationship with the client, and you will help with the engagement management for multiple clients for your service line - all with the resources,...Work at office
$125k - $160k
...bit about us: Full service accounting and consulting... ...into six areas - tax, assurance, outsourced... ...transaction advisory, wealth management, and business advisory... ...each designed to meet clients' current needs and help... ...5000's Fastest Growing Private Companies in America by...Private clientLocal area$166k - $242k
...delivering strategic solutions in accounting, assurance, tax, advisory, and private client services. At Sorren, we believe that success is a shared... ...development, seek feedback, and build strong relationships. By managing responsibilities effectively and aligning their...Private clientFull timeLocal areaShift work$68k - $73k
AllianceBernstein L.P. is looking for a Private Wealth Associate in Chicago. This position involves collaborating with Financial Advisors... ...to provide asset allocation recommendations and exceptional client service. The Associate Development Program will equip candidates with...Private client- ...Account Manager - Media, Client Sales Insights Let’s be unstoppable together! Circana is a leading provider of technology, AI, and... ...professionals who are dedicated to delivering exceptional service and measurable value to our clients. You will find success...Full timeWork at officeLocal areaRemote workFlexible hoursShift work
$170k - $210k
...delivering strategic solutions in accounting, assurance, tax, advisory, and private client services. At Sorren, we believe that success is a shared... ...development, seek feedback, and build strong relationships. By managing responsibilities effectively and aligning their...Private clientFull timeLocal areaShift work- 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...
- 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
$68k - $73k
...Bernstein Private Wealth Associates Bernstein Private Wealth Management is a premier investment management firm advising high... ...worth and ultra-high-net-worth clients. As an industry leader, we put... ...Private Wealth Associates are client service professionals who exhibit drive...Private clientFlexible hours$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 clientWork experience placementInternshipLocal area
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