RubinBrown LLP Logo

RubinBrown LLP

Tax Manager - Private Client Services

Posted 24 Days Ago
Be an Early Applicant
Hybrid
Denver, CO, USA
Senior level
Hybrid
Denver, CO, USA
Senior level
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.
The summary above was generated by AI

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 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

Equal 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.

RubinBrown LLP Denver, Colorado, USA Office

1900 16th Street, Suite 1700, Denver, Colorado, 80202-5131, United States, Denver, United States, 80202

Similar Jobs

10 Days Ago
Remote or Hybrid
Denver, CO, USA
Senior level
Senior level
Consulting • Financial Services
Oversee tax planning, compliance, and complex return reviews for ultra-high-net-worth individuals, families, trusts, estates, and related entities. Lead client engagements, supervise and develop staff, manage budgets and profitability, support business development and recruiting, and maintain strong client relationships. Apply expertise in hedge fund K-1s and individual and business tax returns while leveraging tax technology and process improvements.
Top Skills: Cch AxcessGosystems
One Month Ago
Hybrid
Denver, CO, USA
141K-290K Annually
Senior level
141K-290K Annually
Senior level
Professional Services • Financial Services
The Tax Senior Manager provides federal tax compliance, planning, and consulting services to high-net-worth individuals and businesses, focusing on team and business development.
Top Skills: CpaFederal Tax ComplianceTax ConsultingTax Planning
36 Minutes Ago
Remote or Hybrid
USA
Senior level
Senior level
Machine Learning • Payments • Security • Software • Financial Services
Owns the vision, customer focus, and product backlog for a near-real-time data product. Prioritizes work based on business value, leads backlog grooming, communicates product direction, and partners with Scrum Masters and development teams to ensure delivery aligns with client requirements and business objectives.
Top Skills: Agile DevelopmentData VisualizationScrumUx Design

What you need to know about the Colorado Tech Scene

With a business-friendly climate and research universities like CU Boulder and Colorado State, Colorado has made a name for itself as a startup ecosystem. The state boasts a skilled workforce and high quality of life thanks to its affordable housing, vibrant cultural scene and unparalleled opportunities for outdoor recreation. Colorado is also home to the National Renewable Energy Laboratory, helping cement its status as a hub for renewable energy innovation.

Key Facts About Colorado Tech

  • Number of Tech Workers: 260,000; 8.5% of overall workforce (2024 CompTIA survey)
  • Major Tech Employers: Lockheed Martin, Century Link, Comcast, BAE Systems, Level 3
  • Key Industries: Software, artificial intelligence, aerospace, e-commerce, fintech, healthtech
  • Funding Landscape: $4.9 billion in VC funding in 2024 (Pitchbook)
  • Notable Investors: Access Venture Partners, Ridgeline Ventures, Techstars, Blackhorn Ventures
  • Research Centers and Universities: Colorado School of Mines, University of Colorado Boulder, University of Denver, Colorado State University, Mesa Laboratory, Space Science Institute, National Center for Atmospheric Research, National Renewable Energy Laboratory, Gottlieb Institute

Sign up now Access later

Create Free Account

Please log in or sign up to report this job.

Create Free Account