Teams at RubinBrown LLP

Prepare, format, proofread, quality-check, and finalize client deliverables using Microsoft Office. Assemble reports and proposals, prepare engagement letters through DocuSign, assist with billing and database updates, provide administrative and front desk support, and manage multiple deadlines while collaborating across offices.

Provides firmwide tax department support for SafeSend administration, electronic organizers, Section 7216 consent forms, e-filing workflows, tax return assembly, and process documentation. Troubleshoots system and e-filing issues, manages tracking and reminder processes, supports staff and clients, delivers training, coordinates across offices, and assists with tax production and process improvement initiatives.

Manage tax engagements for high-net-worth individuals, executives, business owners, and related entities. Responsibilities include individual income tax planning and compliance, reviewing tax returns and work papers, researching technical issues, supervising and developing team members, managing assignment profitability and timelines, and supporting client retention and business development. The role requires CPA certification, strong communication skills, ethical conduct, and flexibility for extended hours during tax season.