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ax Manager Private Client Services Kansas City
Location:
US-MO-Kansas City
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Tax Manager -Private Client Services - Kansas City

Kansas City

Must be a US Citizen or Green Card holder.

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 firms 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.
  • Ability to successfully contribute to the success of a strategic business unit of the firm.

Required Knowledge, Skills, and Abilities: (Submission Summary):

1. Do you have a Bachelors degree in Accounting or related degree

2. Are you CPA required No Exceptions

3. Do you have five or more years of applicable experience in individual income tax planning and compliance

4. Do you have experience with trust income tax compliance a plus

5. Do you have a the ability to supervise, coach, and develop individuals and/or large groups.

6. Do you have proficiency in Microsoft Office programs (Word and Excel required).

7. Must be a US Citizen or Green Card holder.

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