ISP Tax Manager, Ultra-High-Net-Worth

Job Description:

The IronSpire Group at Crowe provides a collection of boutique services to America's most affluent families, their entities, and investment and estate planning vehicles. Our multidisciplinary team delivers tailored strategies that navigate both domestic and cross-border tax challenges.

Responsibilities:

• Consult and service wealthy family/family office tax clients through complex problem solving, creating tax efficiencies, minimizing risk through industry and functional expertise including estate and gift planning, charitable giving, and wealth transfers.
• Manage and oversee the review of multiple complex engagements. Research and consult internally and externally on tax matters to optimize tax strategies
• Manage the tax team in the planning, maintenance and execution of client deliverables and engagement economics
• Serve as a business advisor to clients through expertise. Share new opportunities and identify and mitigate risk. Work with other advisors, including wealth managers, attorneys and family office teams
• Develop, manage, and coach junior team towards professional success
• Established internal and external network for current or future revenue channels
• Strong knowledge of Tax technology, software and data including Microsoft Office
• Know and develop self and team(s) in tax technical learnings. Consistently invest in understanding updates to tax law, regulations and industry and technology trends, specifically in the wealthy family/family office space
• Incorporate and embrace Tax strategy and Tax Transformation into team and client matters

Qualifications:

• Education & Credentials: CPA or JD required
• Experience: Minimum of 5 years in public accounting, law, or a family office environment
• Technical Proficiency: Demonstrated expertise in estate, gift, and trust taxation, including complex and cross-jurisdictional issues
• Client Relationship Skills: Proven ability to proactively identify client needs, resolve challenges, and build long-term trusted relationships
• Collaboration: Strong leadership and interpersonal skills with a commitment to teamwork and mentorship

#LI-Hybrid LI-Remote

The wage range for this role takes into account the wide range of factors that are considered in making compensation decisions including but not limited to skill sets; experience and training; licensure and certifications; and other business and organizational needs. The disclosed range estimate has not been adjusted for the applicable geographic differential associated with the location at which the position may be filled. At Crowe, it is not typical for an individual to be hired at or near the top of the range for their role and compensation decisions are dependent on the facts and circumstances of each case. A reasonable estimate of the current range is $102,500.00 - $209,400.00 per year.This role follows a hybrid work model for candidates located near a Crowe office. Candidates who are not within commuting distance of a Crowe office may be considered for a remote work arrangement, subject to business needs.

Our Benefits:
Your exceptional people experience starts here. At Crowe, we know that great people are what makes a great firm. We care about our people and offer employees a comprehensive total rewards package. Learn more about what working at Crowe can mean for you!

How You Can Grow:
We will nurture your talent in an inclusive culture that values diversity. You will have the chance to meet on a consistent basis with your Career Coach that will guide you in your career goals and aspirations. Learn more about where talent can prosper!