Job Details

Description

Major Responsibilities

• Plan, supervise, review and complete real estate tax work/tax returns for multiple clients in accordance with RubinBrown Client Service Standards.
• Utilize his or her extensive foundation of knowledge related to partnership taxation and regulations and, as applicable, tax credit real estate properties including tax compliance and consulting.
• Participate in and/or create practice development opportunities.
• Identify process and performance improvement opportunities.
• Assume responsibilities for project management of various client groups, including regular communication with clients and contacts related to tax compliance and consulting.
• Research current tax compliance and consulting issues.
• Work closely with and directly communicate with other real estate team members, in addition to client personnel.
• Assist with organizing and serving as an instructor for periodic department-wide technical training.
• Development of Team Members:
• Motivate and be respected by subordinates.
• Demonstrate positive contributions to firm’s recruitment, education, development, and retention efforts.
• Serve as a Mentor, Coach, and/or Career Advocate (if assigned).
• Provide Team Members with timely and candid feedback supporting the firm’s performance management process.
• All other duties as assigned.

Preferred Experience/Background/Skills

• Bachelor’s degree in Accounting or related degree, CPA, or other related certification (required).
• Strong technical skills including the ability to effectively utilize technology and the commitment to learning in the technology environment.
• A minimum of 9 years of pass-through taxation and compliance experience, including supervision and review experience. Prior experience with pass-through entity tax credits is preferred but not required.
• Excellent analytical and leadership ability.
• Ability to work on a team and develop other individuals.
• Ability to meet challenging client requirements and deadlines, provide services, and possess strong communication, interpersonal, analytical and research abilities.
• 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.

Working Conditions

• The typical office hours are 8:00 a.m. to 5:00 p.m. Between January 1^st and April 15^th, hours are more intensive given the tax season.
• Ability to work extra hours as determined by the workload and client expectations.
• Travel for this position will be most dependent upon office location. Travel may range from minimal to monthly.
• Ability to sit for long periods of time.
• Ability to move throughout the office.
• Ability to lift, carry, push, pull up to 30-50 pounds.
• Ability to speak English to communicate with clients, team members, etc.

Must Haves:

• Bachelor’s degree in Accounting.
• An active CPA certification is required.
• A minimum of 9 years of pass-through taxation and compliance experience, including supervision and review experience.
• Proficiency in Microsoft Office programs (Word and Excel required).

Nice to Haves:

• Prior experience with pass-through entity tax credits is preferred but not required.
• Prior experience with one of the Big 4 accounting firms.
  • Experience with the estate tax and high-value clients.
• Additional Information:
• The typical office hours are 8:00 a.m. to 5:00 p.m. Between January 1st and April 15th, hours are more intensive given the tax season.
• Ability to work extra hours as determined by the workload and client expectations.
• Travel for this position will be most dependent upon office location. Travel may range from minimal to monthly.
• Ability to sit for long periods of time.
• Ability to move throughout the office.
• Ability to lift, carry, push, pull up to 30-50 pounds.