Job Description

Description

The Private Client Services Tax Manager is an essential role focused on delivering exceptional service to high net worth individuals, executives, and business owners. This position emphasizes client service, team member development, and business development within a dynamic work environment. You will manage engagements profitably, ensuring accuracy in documentation and returns while mentoring and leading team members.

Company Culture and Environment
RubinBrown values outstanding client service and encourages a collaborative environment where mentorship and professional growth are prioritized. Team members are expected to adhere to high ethical standards while contributing to the firm’s success.

Career Growth and Development Opportunities
Team members can expect to receive timely performance feedback, mentoring opportunities, and support from senior leadership, creating a pathway for professional growth and advancement within the firm.

Detailed Benefits and Perks
While specific benefits are not detailed in the job description, positions at this level typically offer competitive salaries, health benefits, and opportunities for professional development.

Compensation and Benefits

  • Competitive salary based on experience
  • Health, dental, and vision insurance
  • Retirement savings plan options
  • Generous paid time off policy

Why you should apply for this position today
This is a fantastic opportunity to be part of a prestigious firm that values professional ethics and client satisfaction. Join a team that prioritizes your growth and provides a supportive work environment where you can make a significant impact on clients’ financial success.

Skills

  • CPA required
  • Five or more years of experience in individual income tax planning and compliance
  • Proficiency in Microsoft Office programs (Word and Excel)
  • Excellent verbal and written communication skills
  • Strong ability to supervise, coach, and develop individuals or groups
  • Strict adherence to professional ethics
  • Ability to recognize, research, document, and resolve technical issues

Responsibilities

  • Provide outstanding service in line with RubinBrown Client Service Standards
  • Manage engagements and assignments profitably
  • Review client documentation and ensure accuracy of returns
  • Supervise client engagement procedures and mentor team members
  • Generate new business and retain existing clients
  • Expand services for current clients

Qualifications

  • Bachelors degree in Accounting or a related degree
  • CPA certification is a must
  • Five or more years of applicable experience in individual income tax planning and compliance
  • Experience with trust income tax compliance is a plus

Education Requirements

  • Bachelor’s degree in Accounting or a related field

Education Requirements Credential Category

  • CPA required

Experience Requirements

  • Five or more years of relevant experience in individual income tax planning and compliance
  • Experience supervising and developing teams

Why work in St. Louis, MO
St. Louis offers a vibrant cultural scene, rich history, and a variety of recreational activities. The city is known for its affordability and quality of life, making it an attractive location for professionals seeking a balanced lifestyle while advancing their careers.

Employment Type: Full-Time

Salary: $80000.00 - 130000.00 Per Year

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Posted on Oct 28

Tax Manager - High Net Worth Individuals

St. Louis, MO

80,000 - 130,000 Per Year

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