Tax Manager, Private Client Services
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
- Identify and implement tax planning and consulting opportunities
- Prepare and review client tax projections and calculations
- Manage, direct, and monitor multiple client engagements
- 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
- 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 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 EAMinimum 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
Hybrid Work Environment
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.
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.