Tax Manager, Private Client Services

About the role

As a Private Client Service Tax Manager, you will be 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, working with clients on tax matters, planning and implementing special projects, and supervising the preparation and technical review of individual, fiduciary, and investment entity income tax returns.

Responsibilities

• Identify and implement tax planning and consulting opportunities
• Prepare and review client tax projections and calculations
• Manage client tax relationships and supervise and develop staff
• Manage, direct, and monitor multiple client engagements and serve as an advisor to clients
• Identify and assist with implementation of tax planning and tax savings strategies
• Research and consult on complex tax matters
• Manage client and governmental deadlines to ensure timely compliance for all tax filings
• Work closely with partners and staff to integrate technology and AI into standard operating procedures
• Oversee the full cycle of client engagement, from issuance of engagement letters to delivery of services and billing
• Proactively identify and pursue opportunities to expand services with existing clients and attract new high-net-worth individuals and family office clients

Requirements

• BS in Accounting (required); Master’s in Taxation (a plus)
• CPA or EA
• Minimum of five (5) years of progressive experience in public accounting or a 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

Schedule

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.

Pay

The wage range for this role is $95,500.00 - $195,400.00 per year, taking into account factors such as skill sets, experience, training, licensure, certifications, and other business and organizational needs.

Benefits

Crowe offers a comprehensive total rewards package, including:

• Exceptional people experience with a focus on well-being
• Career growth and leadership opportunities in an inclusive culture that values diversity
• Consistent career coaching and guidance from a dedicated Career Coach