Tax Manager -Private Client Services - Denver - KLM Careers
Denver, CO 80202
About the Job
Tax Manager -Private Client Services - Denver
Denver, CO 80202
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 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.
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.
Employment Type: Full-Time
Salary: $ 80,000.00 130,000.00 Per Year
Denver, CO 80202
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 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.
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.
Employment Type: Full-Time
Salary: $ 80,000.00 130,000.00 Per Year
Source : KLM Careers