Experienced Accountant - Private Client Services
Rubinbrown Career job in Kansas City, MO
Founded in 1952, RubinBrown LLP is one of the nation's 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 a commitment to personal and high-level relationships.
https://www.rubinbrown.com/
Major Responsibilities
Prepare and review, trust, and partnership income tax returns
Prepare and review gift tax returns
Prepare tax projections and estimates
Organize and understand client source documents and create client workpapers from such source documents necessary to prepare individual, trust, gift, and partnership returns
Assist and work in a team environment so clients are effectively served
Identify and communicate accounting matters to other engagement team members
Other duties and responsibilities as assigned
Preferred Experience/Background/Skills
Masters degree in Accounting or related degree
A minimum of two years of current and or recent tax experience in public accounting
CPA or JD preferred
Ability to effectively utilize technology and the commitment to learning in the technology environment
Have the ability to meet challenging client requirements, 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
Colorado and Nevada Salary Statement:
The salary range displayed is specifically for those potential applicants who will work or reside in the state of Colorado or Nevada, if selected for the role. Any offered salary is determined based on internal equity, internal salary ranges, market data/ranges, applicant skills and prior relevant experience, degrees and certifications (e.g. JD / technology).
Experienced Accountant Salary Range Benefits Summary
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.
EEO Employer W/M/Vet/Disabled
Manager, Assurance Services - Professional Standards Group (Audit Quality)
Rubinbrown Career job in Kansas City, MO
RubinBrown is one of the nation's leading accounting and professional consulting firms with a commitment to building personal relationships and delivering totally satisfied clients. The RubinBrown name and reputation are synonymous with experience, integrity and value. RubinBrown has revenue of approximately $240 million with 1,000+ team members across locations in Chicago, Denver, Kansas City, Las Vegas, Nashville, and St. Louis.
The Manager, Assurance Services - Professional Standards Group (Audit Quality) serves as a key leader in advancing audit quality and reinforcing RubinBrown's system of quality management. This role works closely with Professional Standards Group leadership and engagement teams to uphold the firm's unwavering commitment to excellence, ensuring that our assurance services consistently meet the highest standards of quality, consistency, and innovation across the organization.
Major Responsibilities
Support the design, implementation, and monitoring of the firm's System of Quality Management (SoQM) in accordance with SQMS 1 & 2 and QC 1000.
Assist with documenting processes, controls, and monitoring activities, including risk assessments tied to quality objectives.
Coordinate PCAOB and peer review inspections, serve as a liaison with regulators, and support remediation efforts through assessment, implementation, and follow-up.
Perform root cause analyses of inspection findings, recommend and track corrective actions, and assess their effectiveness.
Research and document complex auditing, accounting, and professional ethics matters in collaboration with Professional Standards Group (PSG) leadership.
Develop and deliver training on quality management requirements, reinforcing risk assessment and quality control responsibilities across assurance teams.
Maintain and update firm policies, templates, and guidance to reflect evolving professional standards.
Contribute to the evaluation and implementation of new audit technologies and methodologies, including tools supporting data analytics and AI-enabled audits.
Monitor emerging standards and assist in firmwide adoption and compliance initiatives.
Participate in other PSG projects supporting RubinBrown's ongoing commitment to audit quality.
Preferred Experience/Background/Skills
Bachelor's degree in Accounting or related field.
Active CPA license required.
5-7 years of progressive public accounting experience, ideally in audit or a quality management/national office role.
Strong technical knowledge of US GAAP, US GAAS, AICPA, and PCAOB auditing standards.
Experience with quality management frameworks (SQMS, QC 1000, COSO) preferred.
Background in audit methodology, internal inspections, and internal controls (ICFR).
Demonstrated ability to develop and deliver technical training.
Proven leadership skills with a focus on collaboration and team development.
Familiarity with data analytics, emerging audit technologies, and AI-enabled tools.
Excellent project management, analytical, and communication skills.
Ability to manage multiple priorities and work effectively across all levels of the firm.
Working Conditions
The typical office hours are 8:00 a.m. to 5:00 p.m.
Hybrid model (2-3 days in the office/week).
Ability to sit for long periods of time.
Ability to move throughout office.
Ability to lift, carry, push, pull up to 30-50 pounds.
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.
EEO Employer W/M/Vet/Disabled
RubinBrown is an independent member of Baker Tilly International, the 9th largest accounting and business advisory network in the world. For more information, visit www.RubinBrown.com.
Attest Administrative Assistant
Kansas City, MO job
#LI-HS1 #LI-Onsite * Schedule and maintain executive's calendar to include arranging travel * Prioritize and compose executive materials to include correspondence, memos, spreadsheets, agendas and presentation materials
* Prepare expense reports
* Prudently manage confidential and critical information
* Read, prioritize and distribute all forms of incoming correspondence
* Plan and oversee preparation for on and off-site meetings, attend meetings to record minutes
* File and retrieve business documents, records, and reports
* Prepare copies of material as needed
* Prepare incoming and outgoing mail to include faxing documents
* Proficient in Microsoft Office suite and Smartsheet
* Additional responsibilities as assigned
Minimum Qualifications
* High school diploma or GED required; Bachelor's degree preferred
* 5 years of executive administrative experience in an office environment
* Demonstrate ability to handle multiple tasks simultaneously
* Exceptional organizational skills required
* Ability to produce quality professional material within deadlines
* Proficient use of applicable technology
* Must present highest professional decorum given position placement and access to confidential information
* Demonstrated ability to communicate verbally and in writing throughout all levels of an organization, both internally and externally
* Ability to work with minimal supervision while fulfilling all requirements
Senior Account Executive | Property & Casualty
Kansas City, MO job
#LI-KW1 #LI-Hybrid * Build and maintain client relationships, meeting specified client retention goals * Coordinate and direct assigned client activities within client services team * Demonstrate strong understanding of the clients' business and strategic priorities
* Develop and execute the renewal and/or marketing strategy in accordance with client instructions
* Manage new client implementation process
* Execute solid analysis, delivering creative and practical solutions for clients
* Lead and coordinate the evaluation of marketing results, develop and present recommendations to client
* Serve as client's valued advisor, building a strategic and personal relationship with key client decision makers
* Negotiate renewal action with carriers based on client needs
* Educate clients on applicable legislation and market trends
* Closely monitor clients; provide innovative industry solutions in line with clients' business needs and goals
* Participate in RFP process and finalist presentations
* Identify and propose additional services to existing clients
* Ensure compliance with all regulatory guidelines
* Additional responsibilities as assigned
Preferred Qualifications
* Bachelor's degree
* Property & Casualty license
* Professional designations
Minimum Qualifications
* High School Diploma or GED required; Bachelor's degree preferred.
* Over 6 years of experience managing multiple clients of increasing complexity in the insurance industry.
* Must maintain current required licenses and certifications relevant to field of expertise.
* Technical knowledge relative to industry and incorporating contract provisions, renewal and claims processing,
* plan knowledge and carrier funding.
* Expertise in managing clients with alternative funding arrangements.
* Proficient use of applicable technology.
* Expert knowledge of state and federal legislation.
* Sets priorities and manages work flow to ensure efficient, timely and accurate deliverables.
* Demonstrated ability to communicate verbally and in writing throughout all levels of the organization, both
* internally and externally.
* Advanced problem solving and critical thinking skills.
* Must be able to travel based on client and business needs.
Audit Senior Associate | Not-For-Profit
Kansas City, MO job
#LI-HS1 #LI-Hybrid * Complete all aspects of accounting, tax and audit engagements for clients including status updates to engagement managers and adhere to all quality control standards as required * Demonstrate understanding of the client's business including analysis and planning of client engagements
* Adhere to engagement budget constraints and complete assigned tasks within the time requested, explain variances when needed
* Achieve charge hour goals
* Review associates' accounting, tax or auditing work: provide constructive review points
* May supervise associates on engagements
* Train and mentor associate staff
* May be involved in the client billing process by assisting Managers or Directors
* Identify and begin to develop knowledge in selected specialty practice
* Leverage industry knowledge and business acumen blending cross serve opportunities into client engagements
* Participate in practice development activities such as: membership in qualified organizations capable of referring potential engagements
* Execute administrative duties as assigned
* Additional responsibilities as assigned
Preferred Qualifications
* Master's degree in Accounting, Taxation or related field
Minimum Qualifications Required
* Bachelor's degree required; Master's degree preferred in Accounting, Taxation or related field preferred
* 2 years of experience in public accounting or related field
* CPA candidates preferred
* Ability to manage deadlines, work on multiple assignments and prioritize each assignment as necessary
* Demonstrated ability to communicate verbally and in writing throughout all levels of organization, both internally and externally
* Proficient use of applicable technology
* Must be able to travel based on client and business needs
Associate General Counsel | Benefits & Insurance
Kansas City, MO job
#LI-MM2 #LI-Hybrid * Manage and work to resolve known, and E&O claims, litigation and regulatory matters. * Investigate potential claims, conduct interviews, gather documents, and manage outside counsel when necessary.
* Provide guidance to internal business clients on legal and risk management issues including training and solutions.
* Proficiency in drafting and reviewing contracts in multiple areas.
* Lead, mentor, and develop member of the legal, risk, and compliance team, fostering a culture of accountability, collaboration, and continuous improvement.
* Oversee workload management, set priorities, and allocate resources to ensure timely and effective resolution of complex legal and risk matters.
* Provide coaching and professional development opportunities to build team expertise in insurance, litigation, and regulatory compliance.
* Collaborate with cross-functional leaders and departments to proactively identify potential risk and develop strategies to mitigate them.
* Work collaboratively with business transformation and IT teams to automate and drive efficiency in compliance and regulatory processes.
* Understand and stay ahead of innovations and market trends related to delivering compliance materials, leveraging emerging tools and best practices to enhance client experience and compliance effectiveness.
* Reinforce the ethical standards of the company and model integrity and compliance in all actions.
Preferred Qualifications
* Must possess a Juris Doctorate degree.
* A minimum of 15 years of business and/or employment litigation experience
* A minimum of 15 years of experience in the areas of insurance (Departments of Insurance, Insurance Regulators, 50-state licensing and general insurance and regulatory compliance matters)
* Deep understanding and experience with insurance companies (employee benefits, property & casualty, and retirement)
* Counseling and litigation experience with employment law (Title VII, wage/hour, etc.), restrictive covenant and non-disclosure of confidential information obligations and trade secret matters
* Background in professional services, malpractice claims, accounting or insurance broker malpractice is a plus.
* Proven track record of representing clients on matters in multiple states.
* Skilled in consulting with human resources professionals on employment matters.
* Demonstrated ability to represent clients before federal or state regulatory bodies.
* Proficient at consulting on risk management matters related to M&A, insurance, and data privacy.
* Familiarity with the unique issues faced by public companies; significant representation of public companies is a plus.
* Capable of working independently and managing numerous complex legal issues simultaneously with minimum supervision.
* Effective in communicating with management, corporate and support staff, field personnel, attorneys, witnesses, and experts.
* Demonstrated commitment to delivering exceptional service to internal business clients.
* Sound business judgment applied effectively within a legal context.
* Proven leadership and team management capabilities, including direct experience overseeing teams.
* Strong legal research skills
* Clear and effective written and verbal communication.
* Comfortable with presenting to a range of audiences.
* Law license in good standing
* The ideal candidate will hold relevant credentials in areas such as insurance, law, accounting, tax, or related products and services, and bring at least 15 years of industry experience.
* Strong strategic leadership and management capabilities are essential.
* Excellent verbal and written communication skills, collaborative with internal groups to reach workable solutions, able to anticipate problems, creatively assess alternatives and manage conflicts.
Minimum Qualifications
* The successful candidate will be credentialed in applicable areas of expertise (i.e. law, accounting, tax, product/services) with at least ten years of relevant experience in the field or industry.
* Must have strengths in leadership and management from a strategic perspective.
* Excellent verbal and written communication skills, collaborative with internal groups to reach workable solutions, able to anticipate problems, creatively assess alternatives and manage conflicts.
Senior Human Resources Generalist
Kansas City, MO job
#LI-MM2 #LI-Hybrid * Partner with business management in support of business objectives * Responsible for recruitment process, selection, and assimilation of new hires through on boarding * Administer performance management system
* Respond to employee relations complaints and harassment allegations in conjunction with HR Director or Corporate HR
* Partner with HRD or DHRD in conducting employee relations counseling and corrective action when necessary in conjunction with hiring manager
* Conduct or facilitate workforce training
* Participate in development and administration of Corporate HR policies, procedures and standards
* Conduct all exit interviews and coordinate unemployment claims
* May be primary user of HRIS
* Maintain compliance with Corporate HR policies, local policies and federal and state employment regulations
* Maintain secure personnel files
* Additional responsibilities as assigned
Preferred Qualifications
* Bachelor's degree
* PHR/SPHR
Qualifications Required
* High School diploma or GED required
* 3 years experience as HR generalist
* Demonstrated ability to communicate verbally and in writing throughout all levels of organization, both internally and externally
* Ability to negotiate and solve problems
* Able to work in team environment
* Proficient in applicable technology
* Strong organizational skills, time management and multi-tasking ability and prioritizing
* Ability to travel as required by business needs
Commercial Insurance Advisor | Property & Casualty
Kansas City, MO job
#LI-KW1 #LI-Hybrid * Achieve annual new revenue objectives through consultative sales to new clients and expansion of service lines to existing clients * Develop a Personal Development Plan annually outlining personal and professional goals for upcoming year
* Build an active pipeline of qualified prospects, generating leads from personal contacts, external centers of influence, client referrals, CBIZ associates, and CBIZ marketing sources
* Document activity, notes, and prospect data in appropriate CBIZ systems
* Develop and present recommendations to clients based upon consultative selling approach
* Appropriately close for new business, documenting won and lost opportunities and reasons
* Seamlessly transition sold clients to designated client service team
* Serve as client's valued advisor; building a strategic and personal relationship with key client decision makers
* As appropriate, work with client service team to serve client and retain business
* Communicate with leadership, providing field input on market trends, competitor analysis, and other business intelligence
* Identify, initiate, and support cross serving leads to other CBIZ business developers
* Responsible for meeting annual sales goals if applicable to position
* Additional responsibilities as assigned
Preferred Qualifications
* Bachelor's Degree
* Property & Casualty license
Minimum Qualifications
* High School Diploma or GED equivalent
* Some relevant industry experience
* Must obtain required licenses/credentials
* Superior command of verbal, written, presentation, and negotiation skills
* Proficient use of applicable technology
* Demonstrated ability to communicate verbally and in writing throughout all levels of the organization, both internally and externally
* Must be able to travel based on client and business needs
Underwriter Specialist | Property & Casualty
Kansas City, MO job
#LI-KW1 #LI-Hybrid * Primary focus is to assist in servicing and operational management of accounts. * Underwrite, service and manage assigned accounts of moderate complexity. Complexity is based on the * degree of uncertainty, financial risk, technical requirements, urgency and volume or size.
* Assess exposure and determine rates, terms and conditions of coverage in accordance with guidelines and
* uses judgement underwriting to evaluate a risk.
* Determine either to accept, modify, or decline risks. Request reinsurance as necessary.
* Decrease value of policy when risk is substandard to limit company obligation, and specify applicable
* endorsements, or apply rating to ensure safe and profitable distribution of risks.
* Develop or modify policy wording when standard text is not appropriate.
* Bind coverage and initiate issuance of documents.
* Sign policy and authorize transmittal of documents to brokers and markets as required.
* Additional responsibilities as assigned.
Minimum Qualifications
* High school diploma or GED required. Bachelor's degree preferred
* 3 to 5 years of underwriting experience
* Must maintain current required licenses and certifications relevant to field of expertise
* Demonstrates the ability to communicate verbally and in writing throughout all levels of the organization, both internally and externally
* Effective customer service skills
* Proficient use of applicable technology
* Ability to work in a team environment as well as independently
* Ability to analyze and prioritize multiple responsibilities
Winter/Spring 2027 Entrepreneurial Services Group Intern
Rubinbrown Career job in Kansas City, MO
Founded in 1952, RubinBrown LLP is one of the nation's 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 a commitment to personal and high-level relationships.
https://www.rubinbrown.com/
General Description
As RubinBrown small business group, the Entrepreneurial Services Group partners with business owners to help improve and grow their businesses. This department serves many clients utilizing a broad knowledge of business, accounting and tax issues. With over 60 years experience of serving emerging entrepreneurial enterprises, these clients are still a key part of RubinBrown's business.
Major Responsibilities
Understand and apply general accounting procedures based on the range of services provided by the Entrepreneurial Services Group
Plan and execute the day-to-day activities of small business engagements for various clients in accordance with RubinBrown Client Service Standards
Review client documentation and format for use in preparation of financial statements and tax return preparation
Maintain client records and files, e.g., general ledger, on automated systems
Perform attest procedures, including reviews and compilations of financial statements
Assist with income tax planning for a variety of small businesses and individuals
Assist in preparation of income tax returns for corporations, partnerships and individuals
Identify and communicate accounting and tax matters to other engagement team members
Prepare payroll tax reports and filings
Prepare 1099 and W-2 forms
Establish working relationship and direct communication with clients
Identify performance improvement opportunities to assist the department
Preferred Experience/Background/Skills
Pursuing a Bachelors degree in Accounting or related degree
Working toward the CPA certification
Strong technical skills including the ability to effectively utilize technology and the commitment to learning in a technology environment
Leadership capabilities
Strong team orientation
Energetic, enthusiastic and willingness to take initiative
Ability to meet challenging client requirements and provide quality client service
Utilize analytical and research abilities
Proficiency in Microsoft Office programs (Word and Excel required).
Excellent interpersonal, and 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.
EEO Employer W/M/Vet/Disabled
Summer 2027 Assurance Intern
Rubinbrown Career job in Kansas City, MO
Founded in 1952, RubinBrown LLP is one of the nation's 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 a commitment to personal and high-level relationships.
https://www.rubinbrown.com/
General Description
The objective of the internship is to introduce the intern to the field of public accounting and to provide a dynamic, challenging and fun experience.
The intern will be provided with an introductory orientation to the firm. This orientation includes administrative and professional matters. Each intern will be assigned a Career Advocate, who will assist the intern in building a set of personalized goals and objectives for the internship. Other training will include extensive use of information technology, including use of the firm's accounting and audit networks.
Major Responsibilities
Direct communication with clients and staff
Client work in the office and at clients' offices
Each intern will be treated as a full time team member and will be expected to maintain a full time schedule for a period of eight weeks or more
Audit testing and procedures on selected key engagement areas
Insight to the audit risk assessment and analysis process
Gather and analyze industry and comparable company research from public documents
Prepare written reports which present company background, financial review, economic and industry outlook
Create and maintain workpaper documentation for client engagements
Other duties as assigned
Preferred Experience/Background/Skills
Junior or Senior Status
Introductory level accounting courses
Prior completion of Auditing or Tax class is preferred
Proficient in Microsoft Office - Word, Excel, and PowerPoint
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.
EEO Employer W/M/Vet/Disabled
National Practice Leader, Construction | Property & Casualty
Kansas City, MO job
#LI-KW1 #LI-Hybrid * Understand local market competitors, including products and services offered by competitors and, where different from local unit. * Develop and execute a plan and process for developing new business
* Retain existing client base with a target of over 90% retention and expand business with existing clients
* Ensure proper utilization of agency management system (currently CBIZ Solutions)
* Influence cross-serving as a culture for the local unit and overall organization
* Manage process that measures the utilization of staff, and the efficiency and profitability of each product and service delivered on client engagement.
* Influence best practices within the local market
* Anticipate problems, creatively assess alternatives and manage conflicts
* Develop, support, train and motivate staff
* Increase the overall productivity of the branch by implementing relevant training, budgeting, eliminating inefficiencies and capturing growth opportunities
* Identify, evaluate and manage strategic risks and opportunities
* Ensure compliance with company and industry policies and procedures
* Develop and oversee sales and marketing strategies
* Additional responsibilities as assigned
* Achieve local market sales objectives
* Document and measure sales results with SalesForce.com
* Ensure proper recordkeeping and tracking within SalesForce.com
* Producer recruiting and identification of tuck-ins,
* Field coaching for sales consultants
* Providing performance feedback regularly to Sales Leader
* Establish schedule and lead sales meetings
* Develop and monitor sales team through sales pipeline management
* Strategically and effectively manage vendor relationships
* Additional responsibilities as assigned
Preferred Qualifications
* MBA strongly preferred
Minimum Qualifications
* Bachelor's degree in Business, Finance, Management or related field. MBA strongly preferred
* At least 7 years of multi-location operations management experience
* Must maintain current required licenses and certifications relevant to field of expertise
* Advanced communication, sales and presentation skills
* Proven track record of meeting sales targets
* Strong analytical skills
* Advanced interpersonal and leadership skills
* Results driven and customer focused
Entry-Level Assurance Accountant (Fall 2026)
Rubinbrown Career job in Kansas City, MO
Founded in 1952, RubinBrown LLP is one of the nation's 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 a commitment to personal and high-level relationships.
https://www.rubinbrown.com/
Major Responsibilities
Understand general accounting and auditing procedures based on the level of service provided
Plan and execute the day-to-day activities of assurance engagements of various clients in accordance with RubinBrown Client Service Standards
Identify and communicate accounting and auditing matters to other engagement team members
Preparation of fieldwork, financial statements, as appropriate
Identify performance improvement opportunities
Direct communication with clients
Participate in the budget process
The team member will be assigned to work on a variety of clients in various industries
All other duties, as assigned.
Preferred Experience/Background/Skills
Bachelors degree in Accounting or related degree, Masters degree in Accounting is preferred
Strong technical skills including the ability to effectively utilize technology and the commitment to learning in the technology environment
Have the ability to meet challenging client requirements, provide services, and possess strong communication, interpersonal, analytical and research abilities
Proficiency in Microsoft Office programs (Word and Excel required)
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.
EEO Employer W/M/Vet/Disabled
Director of Finance - Hotel
Kansas City, MO job
Director of Finance - Hotel Industry $125,000 + 35% bonus (target) Top-5 hotel management company is recruiting for one of its most acclaimed, beautiful and sought-after properties located in the greater Tulsa area. This gorgeous, well-located hotel boasts excellent F&B, swimming pool and is walkable to many attractions.
The Director of Finance will operate and lead a team of two accounting staff at the property, and drive financial excellence internally and externally with management, executives and stakeholders.
Role Scope:
The Director of Finance is responsible for providing ethical and consistent leadership in the financial area of the hotel by supplying management with guidance, training, support and is also responsible for focusing on the profitability of the business, maintaining accurate and timely financial reporting, ensuring acceptable levels of internal controls, ensuring compliance with all federal, state, and local regulations, and safeguarding owners/investors assets.
Evaluate the financial impact on business decisions.
Ensure that all levels of management are promptly notified of any financial deviations from established policies and/or control weaknesses in the hotel.
Effectively manage and communicate cash flow related issues, as required to management and ownership. This includes the accurate and timely preparation of cash-flow statements, management of receivables, cash balances, control mechanisms and timely deposits of all funds.
Monitor hotel revenues and expenses and ensure the accurate recording in accordance with established guidelines. Investigate and critique variances to budget or to prior year and offer practical improvement strategies to management.
Monitor the capital planning process by assisting management with calculation of return on capital improvements, gathering support and monitoring the bid process, and evaluating scope of work and specifications.
Ensure hotels' compliance on all regulatory licenses and permits, leases, contracts, legal agreements, and the proper execution of all operational taxes. Provide assistance to management in enforcing compliance on all these items.
Coordinate the completion of all forecasts and budgets as required, with the full and active participation of management team.
Analyze financial data and operations in order to assist and advise management in maintaining the hotels' financial objectives.
Ensure that all balance sheet accounts, including bank reconciliations are reconciled on a timely basis.
Establish and continually audit all internal financial controls including purchasing, cash handling, disbursements, credit extension, inventories, hotel assets, master keys, payroll, and employee records.
Embrace a continuous growth environment by actively hiring professional staff and assisting in recruiting, reviewing, recommending and maintaining an inventory of qualified and promotable Associates that can potentially become Controllers, Assistant Controllers, Accounting Managers, and other managers for the organization.
Continually focus on training and development programs for finance associates to cultivate the “brightest” and “best” talent within the industry.
Hire, train, supervise and develop staff, including coaching, counseling and discipline.
Maintain compliance with standards and regulations to ensure safe and efficient operation of the hotel.
Ensure proper utilization, maintenance and periodic upgrades of all IT systems and equipment.
Direct and/or prepare all financial reports in accordance with CHR requirements meeting various due dates and deadlines.
Review and submit a Daily Revenue Report.
Ensure timely deposit of all cash and transmission of Credit Cards.
Review Labor Report for overtime and any variance to Forecast.
Review departmental Checkbooks and advise of any needed changes.
Distribute and discuss weekly G/L report with department managers.
Update GM on any unfavorable financial issues impacting the month.
Ensure there is sufficient cash to meet all scheduled obligations.
Reconcile Balance Sheet with proper back up.
Ensure that all banks are counted.
Count the main vault.
Review “Key Financial Controls” Checklist to ensure adherence and compliance.
Review actual numbers to forecast to find discrepancies in forecasting to improve accuracy in future months.
Participate in the monthly Credit Meeting.
Actively participate, complete and review the forecast with Department Heads prior to submission.
Perform any other job-related duties as assigned.
Experience/Requirements:
5+ years of experience in hotel accounting
Major brand experience preferred
Doubletree experience helpful
BS Degree is preferred but not absolutely required (in lieu of experience)
Strong PMS/property systems preferred
MS Excel skills
Some management training is required
CPA is preferred but not required
Sense of ownership, an operational knack for success and an eye for numbers
Sound, sensible management/leadership skills and attitude
Should hold a sense of accountability to owners, asset management and operator
Compensation:
$125,000 base salary
Up to 35% target bonus
Excellent benefits, 401k, PTO etc.
Relocation available
IND123
Winter/Spring 2027 Tax Intern
Rubinbrown Career job in Kansas City, MO
Founded in 1952, RubinBrown LLP is one of the nation's 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 a commitment to personal and high-level relationships.
https://www.rubinbrown.com/
General Description
The objective of the internship is to introduce the intern to the field of public accounting and to provide a dynamic, challenging and fun experience.
The intern will be provided with an introductory orientation to the firm. This orientation includes administrative and professional matters. Each intern will be assigned a Career Advocate, who will assist the intern in building a set of personalized goals and objectives for the internship. Other training will include extensive use of information technology, including use of the firm's accounting and tax networks.
Major Responsibilities
Direct communication with clients and staff
Client work in the office and at clients' offices
Each intern will be treated as a full time team member and will be expected to maintain a full time schedule for a period of eight weeks or more
For tax focused internships, compliance related to Federal (Partnerships, Corporations and International), State and Local, and Wealth-Management (individual and trust taxation) practice areas
Enhanced understanding and analysis of internal controls
Create and maintain workpaper documentation for client engagements
Other duties as assigned
Preferred Experience/Background/Skills
Junior or Senior Status
Introductory level accounting courses
Prior completion of Auditing or Tax class is preferred
Proficient in Microsoft Office - Word, Excel, and PowerPoint
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.
EEO Employer W/M/Vet/Disabled
Programs Manager | Property & Casualty
Kansas City, MO job
#LI-KW1 #LI-Hybrid The National Programs Division is a unique operating division of CBIZ Property and Casualty Insurance. We focus on developing and managing specialty niche program business for homogenous customer groups. Working closely with our insurance carrier/capacity partners, we offer comprehensive insurance products, customized claims and risk management services, and outstanding customer service.
Essential Functions and Primary Duties
* Manage the work activities, performance, and development of the program team.
* Act as a referral resource for underwriting and operational issues.
* Work with senior management to monitor and achieve profit and growth goals.
* Collaborate with senior management, carriers, HR, marketing, accounting, IT, and outside vendors, to address program issues and strategies.
* Ensure that all internal controls and procedures are followed - manage underwriter authority.
* Develop and execute strategic initiatives to improve operations and achieve goals.
* Oversee quality review and file audit process.
* Manage an assigned book of business as needed.
* Build on niche expertise and monitor relevant issues affecting the business.
* Work with senior management on various projects as needed.
Preferred Qualifications
* Bachelor's degree
* Insurance educational designations such as CPCU, ARM or CIC
* Experience in a delegated underwriting authority operation - MGA/MGU
Minimum Qualifications
* High School Diploma or GED required; Bachelor's degree preferred
* Over 6 years' experience in area of expertise with increasing complexity
* At least 4 years' experience supervising and leading staff
* Must maintain current required licenses and certifications relevant to field of expertise
* Demonstrate industry experience and technical knowledge in area of expertise
* Proficient use of applicable technology
* Demonstrated ability to communicate verbally and in writing throughout all levels of the organization, both internally and externally
* Expert knowledge of state and federal legislation and regulations impacting discipline
* Expertise in managing clients
* Advanced problem solving and critical thinking skills
Manager, Real Estate Assurance Services
Rubinbrown job in Kansas City, MO
Founded in 1952, RubinBrown LLP is one of the nation's 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 a commitment to personal and high-level relationships.
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RubinBrown's Real Estate Group is a nationally recognized leader in providing specialized audit, tax and consulting services across the country in affordable housing, low-income housing, historic rehabilitation, New Markets and Renewable Energy credit segments as well as Opportunity Zones.
As a member of RubinBrown's Real Estate Assurance Team, the successful candidate will work directly with the staff accountants, other managers and partners of the firm's Real Estate Services Group. The Real Estate Assurance Team has a specific focus on audits related to HUD, tax credit and tax incentive properties, including low-income housing, historic rehabilitation, New Markets and Renewable Energy credits as well as Opportunity Zones. A background in all or any of these topics is welcomed but not required. Managers must provide outstanding consulting, compliance and project management services to our real estate clients. Managers must be aware of the professionalism necessary for not only effectively and efficiently addressing client needs but also by working with others and on teams.
Major Responsibilities
* Manage and lead assurance engagements (audits, reviews, compilations) for real estate clients ensuring high-quality service delivery.
* Review client engagement documentation and work papers for accuracy and compliance with firm policies and professional standards, including issues memos, financial statements and related disclosures.
* 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
* Drive workflow with clients and team members
* 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 trainings
* 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 Licensure
* Strong technical skills including the ability to effectively utilize technology and the commitment to learning in the technology environment
* A minimum of 5 years of experience, including supervision and review experience
* Excellent analytical and leadership ability
* Excellent analytical, technical, and auditing skills including knowledge in USGAAP, GAAS, and PCAOB rules and standards.
* Solid project management skills
* 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 1st and April 15th, hours are more intensive given 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.
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.
EEO Employer W/M/Vet/Disabled
Tax Accountant, Real Estate Services
Rubinbrown Career job in Kansas City, MO
RubinBrown is one of the nation's leading accounting and professional consulting firms with a commitment to building personal relationships and delivering totally satisfied clients. The RubinBrown name and reputation are synonymous with experience, integrity and value. RubinBrown has revenue of approximately $240 million with 1000+ team members across locations in Chicago, Denver, Kansas City, Las Vegas, Nashville, and St. Louis.
Overview
RubinBrown's Real Estate Group is a nationally recognized leader in providing specialized audit, tax and consulting services across the country in the affordable housing, low-income housing, historic rehabilitation, New Markets and Renewable Energy credit segments as well as Opportunity Zones.
As a member of the RubinBrown's Real Estate Tax Team, the successful candidate will work directly with the managers and partners of the firm's Real Estate Services Group. The successful candidate will use their basic foundation in accounting and taxation to enhance their skills related to real estate tax compliance and consulting.
The Real Estate Tax Team has a specific focus on issues related to tax credit and tax incentive properties, including low-income housing, historic rehabilitation, New Markets and Renewable Energy credits as well as Opportunity Zones.
Major Responsibilities
Analyze client tax records/books and prepare real estate tax returns for a variety of clients in accordance with RubinBrown Client Service Standards.
Develop a great foundation of knowledge related to tax credit real estate properties and funds including tax compliance and consulting.
Prepare tax credit calculations under various client scenarios and situations.
Understand and analyze partnership and pass-through taxation issues, such as 704(b) and 754 regulations.
Analyze tax effects of partnership interest and property sales and projections.
Identify process and performance improvement opportunities.
Research current tax compliance and consulting issues.
Work closely with and directly communicate with partners, managers and team members, in addition to client personnel.
Preferred Experience/Background/Skills
Bachelor's degree in Accounting or related degree and CPA or credentials to sit for the exam (required).
Strong technical skills including the ability to effectively utilize technology and the commitment to learning in the technology environment.
Minimum of one to two years of tax compliance experience. Prior experience with pass-through entity tax credits (LIHTC, HTC, NMTC) is highly desirable, but not necessary.
Excellent analytical and leadership ability.
Ability to work on a team and develop other individuals.
Highly organized and motivated with a strong attention to detail.
Ability to meet challenging client requirements and deadlines.
Proficiency in Microsoft Office programs (Word and Excel required).
Superior verbal and written communication skills.
Working Conditions
The typical office hours are 8:00 a.m. to 5:00 p.m.
Ability to work extra hours as determined by the workload and client expectations.
Travel for this position will be minimal to moderate, depending on office.
Ability to sit for long periods of time.
Ability to move throughout office.
Ability to lift, carry, push, pull up to 30-50 pounds.
Ability to communicate with clients, team members, etc.
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.
EEO Employer W/M/Vet/Disabled
Tax Manager - Business Tax Services
Rubinbrown Career job in Kansas City, MO
RubinBrown is one of the nation's leading accounting and professional consulting firms with a commitment to building personal relationships and delivering totally satisfied clients. The RubinBrown name and reputation are synonymous with experience, integrity and value. RubinBrown has revenue of approximately $240 million with 1000+ team members across locations in Chicago, Denver, Kansas City, Las Vegas, Nashville, and St. Louis.
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 business corporations 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
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
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.
Working Conditions
Typical office hours of 8:00am - 5:00pm.
Must be available for on-call coverage during evenings, weekends, and holidays as requested.
Ability to work extra hours, different hours, or staggered hours as determined by the workload and expectations especially between February and April each year.
Some travel will be required to assist in other locations
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 communicate with clients, team members, etc.
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.
EEO Employer W/M/Vet/Disabled
Winter/Spring 2027 Entrepreneurial Services Group Intern
Rubinbrown job in Kansas City, MO
Founded in 1952, RubinBrown LLP is one of the nation's 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 a commitment to personal and high-level relationships.
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General Description
As RubinBrown small business group, the Entrepreneurial Services Group partners with business owners to help improve and grow their businesses. This department serves many clients utilizing a broad knowledge of business, accounting and tax issues. With over 60 years experience of serving emerging entrepreneurial enterprises, these clients are still a key part of RubinBrown's business.
Major Responsibilities
* Understand and apply general accounting procedures based on the range of services provided by the Entrepreneurial Services Group
* Plan and execute the day-to-day activities of small business engagements for various clients in accordance with RubinBrown Client Service Standards
* Review client documentation and format for use in preparation of financial statements and tax return preparation
* Maintain client records and files, e.g., general ledger, on automated systems
* Perform attest procedures, including reviews and compilations of financial statements
* Assist with income tax planning for a variety of small businesses and individuals
* Assist in preparation of income tax returns for corporations, partnerships and individuals
* Identify and communicate accounting and tax matters to other engagement team members
* Prepare payroll tax reports and filings
* Prepare 1099 and W-2 forms
* Establish working relationship and direct communication with clients
* Identify performance improvement opportunities to assist the department
Preferred Experience/Background/Skills
* Pursuing a Bachelors degree in Accounting or related degree
* Working toward the CPA certification
* Strong technical skills including the ability to effectively utilize technology and the commitment to learning in a technology environment
* Leadership capabilities
* Strong team orientation
* Energetic, enthusiastic and willingness to take initiative
* Ability to meet challenging client requirements and provide quality client service
* Utilize analytical and research abilities
* Proficiency in Microsoft Office programs (Word and Excel required).
* Excellent interpersonal, and 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.
EEO Employer W/M/Vet/Disabled