Federal Tax Senior Manager, Lead Tax Services

Job Description

We are seeking a highly accomplished Senior Tax Manager to join our Lead Tax Services team. This role is ideal for a seasoned professional who thrives on leading multiple client service teams, managing complex projects, and providing innovative tax solutions. As a key member of our Lead Tax group, you will serve as a trusted advisor to clients, a mentor to staff and managers, and a thought leader to the partner group. This position offers the opportunity to influence firm strategy while building long-term client relationships and driving excellence in service delivery.

Key Responsibilities

• Oversee multiple client service teams, managing projects effectively and efficiently, including billing and accounts receivable responsibilities
• Provide specialized consulting, analysis, and research on estate, gift, and trust planning matters, ensuring clients receive sophisticated guidance on complex EGT issues
• Develop and maintain strong client relationships by delivering exceptional service and anticipating client needs
• Provide forward-thinking tax planning strategies, compliance expertise, and technical tax research
• Prepare and review detailed technical tax memoranda
• Identify and manage risks associated with tax services to ensure compliance and protect client and firm interests
• Mentor and develop staff and managers, providing regular feedback and conducting both formal and informal performance evaluations

Qualifications

• Bachelor’s degree in Accounting required; Master’s in Taxation or LLM strongly preferred
• Active CPA license required
• Minimum of 8 years of progressive tax experience in public accounting or a corporate/public blend
• Proven success in engagement and client management, with a track record of growing and sustaining client relationships
• Strong estate, gift, and trust planning experience, with the ability to provide high-level consulting and technical research on EGT matters
• Excellent writing, communication, and tax research skills
• Demonstrated leadership experience, with a passion for mentoring, developing, and guiding high-performing teams

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!

About Crowe

Crowe (www.crowe.com) is one of the largest public accounting, consulting and technology firms in the United States. Crowe uses its deep industry expertise to provide audit services to public and private entities while also helping clients reach their goals with tax, advisory, risk and performance services. Crowe is recognized by many organizations as one of the country's best places to work. Crowe serves clients worldwide as an independent member of Crowe Global, one of the largest global accounting networks in the world. The network consists of more than 200 independent accounting and advisory services firms in more than 130 countries around the world. Crowe LLP provides equal employment opportunities to all employees and applicants for employment and prohibits discrimination and harassment of any type without regard to race, color, religion, age, sex, sexual orientation, gender identity or expression, genetics, national origin, disability or protected veteran status, or any other characteristic protected by federal, state or local laws. Crowe LLP does not accept unsolicited candidates, referrals or resumes from any staffing agency, recruiting service, sourcing entity or any other third-party paid service at any time. Any referrals, resumes or candidates submitted to Crowe, or any employee or owner of Crowe without a pre-existing agreement signed by both parties covering the submission will be considered the property of Crowe, and free of charge. Crowe will consider for employment all qualified applicants, including those with criminal histories, in a manner consistent with the requirements of applicable state and local laws. Please visit our webpage to see notices of the various state and local Ban-the-Box laws and Fair Chance Ordinances, where applicable. We are committed to a merit-based hiring process, evaluating all candidates consistently using objective, job-related criteria such as relevant experience, demonstrated skills, measurable impact, and alignment with the role’s responsibilities, and making employment decisions in a fair and inclusive manner free from discrimination.