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CPA account ant Denver CO
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CPA account ant Denver CO

Experience level: Associate Experience required: 6 Years Education level: Bachelor’s degree Job function: Accounting/Auditing Industry: Accounting Compensation: View salary Total position: 1

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

1.) Please provide the link to candidate’s LinkedIn profile:

2.) What is the candidate’s work authorization status?

3.) What is the candidate’s highest level of education?

4.) Has the candidate applied or been interviewed for any role with this company in the past? If so, please provide details.

5.) What is the candidate’s desired total compensation? (Please specify base salary vs. commission/bonus expectation)

6.) Where is the candidate located? If candidate is not near the job location, please explain relocation plan in detail (e.g. timeline, relocating with family, selling/buying property)

jonathan thompson
San Diego, CA 92126

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