Manager - Private Client Services (PCS) Tax

At RubinBrown, we are inspired team members, working as one firm, living our core values, and Being our Best for Others while delivering totally satisfied clients. We are devoted to maintaining a culture and environment that makes it a wonderful place to work by providing team members with opportunities to do meaningful work. Founded in 1952, RubinBrown LLP is one of the USAs leading accounting and professional consulting firms. The RubinBrown name and reputation are synonymous with experience, integrity and value.

RubinBrown redefines the full-service experience by combining technical and industry expertise with commitment to personal and high-level relationships. https://www.rubinbrown.com/

About the Role

RubinBrown is seeking an experienced Private Client Services (PCS) Tax Manager to review a broad range of tax returns for high-net-worth individuals, executives, business owners, trusts, estates, and related entities from our Mumbai office. This individual will serve as a technical reviewer for the Mumbai and U.S.-based PCS team, partnering closely with U.S.-based partners and managers to deliver high-quality tax compliance, planning, and consulting services to a diverse private client base.

The Private Client Services Tax Manager will oversee workflow, review returns and work papers prepared by team members, resolve technical issues, and develop tax professionals who support high-net-worth clients and family groups. The role requires deep technical knowledge of U.S. individual taxation, trust and estate taxation, and pass-through entities, along with strong review skills and the ability to collaborate effectively across time zones.

Key Responsibilities

Technical Review & Tax Compliance

- Serve as a first- or second-level reviewer of U.S. individual, trust, estate, gift, partnership, and other family entity tax returns prepared by the Mumbai team, ensuring accuracy, completeness, and adherence to firm quality standards.
- Review complex tax calculations and support workpapers related to income allocation, basis tracking, K-1 reporting, trust distributions, investment income, and multi-state individual filing requirements.
- Research and document positions on complex federal and state tax matters affecting high-net-worth individuals, families, and closely held businesses, escalating significant issues to U.S.



engagement leadership with transparent recommendations.
- Assist with tax planning opportunities related to income tax minimization, wealth transfer strategies, charitable giving, business succession, and entity structuring.
- Assist in preparing responses to IRS and state tax notices, information requests, and audit inquiries.
- Ensure review notes are addressed timely and workpapers meet firm documentation standards prior to handoff to U.S. reviewers.

Engagement & Workflow Management

- Serve as a key point of contact between the Mumbai team and U.S. partners and managers, participating in regular meetings during overlapping U.S. business hours.
- Ensure compliance with firm policies regarding data security, confidentiality, and regulatory requirements.
- Coordinate with U.S. and Mumbai engagement teams to ensure timely delivery of client work and exceptional client service.

Leadership & Team Development

- Supervise, mentor, and coach senior associates and staff associates, providing timely feedback and supporting the firm's performance management process.
- Assist with designing and delivering technical training programs focused on U.S. individual taxation, trusts and estates, pass-through entities, and emerging tax developments.
- Participate in recruiting, onboarding, and retention initiatives to support the growth of the Mumbai PCS practice.
- Foster a collaborative, high-performance culture focused on technical excellence, client service, and continuous learning.
- Support professional development and career progression within the PCS team.

Practice Growth & Continuous Improvement

- Partner with U.S. and Mumbai tax leadership to expand the scope and complexity of work transitioned to the Mumbai office, including tax planning, consulting, and advisory services for high-net-worth clients.
- Stay current on federal and state tax law developments affecting individuals, trusts, estates, family offices, and privately held businesses.




- Identify process improvement opportunities and leverage technology to enhance efficiency and service quality.
- Contribute to standardization of procedures, training materials, and best practices across the PCS practice.

Qualifications

- Chartered Accountant (CA), U.S. CPA, Enrolled Agent (EA), or equivalent professional designation required; masters degree in taxation, Accounting, or Finance preferred.
- 5-8 years of progressive tax experience, including at least 3-5 years working with high-net-worth individuals, trusts, estates, and pass-through entities, with demonstrated experience reviewing the work of others.
- Prior experience with a Big 4 firm is a good have, national CPA firm, U.S. CPA firm's India operations, or global capability center supporting U.S. tax functions is strongly preferred.
- Strong technical knowledge of U.S. individual income taxation, trust and estate taxation, gift taxation, and partnership/S corporation taxation.
- Experience working with complex family structures, closely held businesses, investment partnerships, and preferred multi-state individual tax matters.
- Hands-on experience with tax preparation software such as CCH Axcess and research tools such as Checkpoint, Bloomberg Tax, or CCH IntelliConnect.
- Advanced proficiency in Microsoft Excel and Word.
- Excellent written and verbal English communication skills with the ability to interact effectively with U.S.-based partners, managers, and clients.
- Proven ability to manage multiple engagements and deadlines in a fast-paced environment.
- Willingness to work a schedule with partial overlap to U.S. business hours as needed.
- Demonstrated commitment to professional ethics, confidentiality, and client service excellence.

Working Conditions

- Office location - Goregaon, Mumbai, Maharashtra, India
- Core working hours are 12:30 p.m. to 9:30 p.m. IST, working from office.
- Ability to work extra hours as determined by the workload and client expectations
- Ability to sit for long periods of time.
- Ability to move throughout office.
- Ability to lift, carry, push, and pull up to 50 pounds.
- Ability to speak English to communicate with clients, team members, and so on.

About RubinBrown

RubinBrown is one of the largest U.S. accounting, tax, and business advisory firms, with nearly 1,000 team members and more than 180 partners.

📌 1040/1041/709(HNI and PCS) (Mumbai)
🏢 Recruitment Cell
📍 Mumbai