Job Description:

As a Private Client Service Tax Manager involved in both compliance and consulting on a variety of projects, strong technical and communication skills are vital to this role. Tax consulting includes performing tax research and working with clients on tax matters as well as planning and implementing special projects. The Tax Manager is responsible for the compliance function for clients including supervising the preparation and technical review of individual, fiduciary, and investment entity income tax returns.

Responsibilities:

• Your role will include identifying and implementing tax planning and consulting opportunities, preparation and review of client tax projections and calculations, management of client tax relationships and supervising and developing staff.
• Manage, direct, and monitor multiple client engagements as well as serve as an advisor to the client.
• Identify and assist with implementation of tax planning and tax savings strategies.
• Research and consult on complex tax matters.
• Management of client and governmental deadlines to ensure timely compliance for all tax filings.
• Work closely with partners and staff to integrate technology and AI into our standard operating procedures to build efficiencies and leverage while utilizing a team approach.
• Oversee full cycle of client engagement, from issuance of engagement letters, delivery of services, and billing of account.
• Proactively identify and pursue opportunities to expand services with existing clients and attract new high-net-worth individuals and family office clients

Qualifications:

• BS in Accounting required, Masters in Taxation is a plus
• CPA or EA
• Minimum of five (5) years of progressive experience in public accounting or corporate/public blend
• High Net Worth Individual Tax Practice experience including working with individuals, trusts, and investment entities, estate and gift experience is a plus
• Proven engagement and staff management skills
• Ability to manage and grow strong client relationships
• Attention to detail, time management, and interest in developing technology and AI skills are all necessary

We expect the candidate to uphold Crowe's values of Care, Trust, Courage, and Stewardship. These values define who we are. We expect all of our people to act ethically and with integrity at all times.

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 $95,500.00 - $195,400.00 per year.