Jobs · Finance · Texas

Tax Transaction Advisory Services Manager

Crowe · Houston, TX · 1 mo ago
HybridFinance$103k–$209k/yrFull-time
We need to output HTML fragment with sections: About the role? The posting includes "Your Journey at Crowe Starts Here:" which is more like intro. Then "Job Description:" then "Key Responsibilities:" then "Leadership & Supervision" maybe part of responsibilities. Then "Required Qualifications:" then "Preferred Qualifications:" then "Technical Skills & Core Competencies" then values, etc. Also "Our Benefits:" and "How You Can Grow:" and "More about Crowe:" but many are boilerplate. We must include sections only when posting has real, specific content. We must not include placeholder like "commensurate with experience". We have pay range: $102,500.00 - $209,400.00 per year. So we can include Pay section. Schedule: hybrid work model for candidates near office, remote possible. So we can include Schedule section. Benefits: "Our Benefits: ..." includes description but not specific list. It says "comprehensive total rewards package." Not specific benefits listed. Might be too vague; we should not create Benefits section unless specific benefits listed. The posting does not list specific benefits like health insurance, 401k, etc. So we should omit Benefits section. However there is "How You Can Grow:" mentions Career Coach. That's specific enough? It says "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." That's specific content. Could be a section "Growth Opportunities" or similar but we must use allowed headings: About the role, Responsibilities, Requirements, Qualifications, Skills, Benefits, Pay, Schedule. Only those headings allowed. So we cannot create custom headings. So we must map content to those headings. "How You Can Grow:" could go under "About the role" maybe? Or "Qualifications"? Not exactly. Could be part of "About the role" as description. The instructions: Use

for section headings (e.g. About the role, Responsibilities, Requirements, Qualifications, Skills, Benefits, Pay, Schedule). So we can only use those exact headings. We need to decide which sections to include based on presence of real specific content. We have: - About the role: we have introductory paragraph about Crowe and journey. That's generic but still specific to Crowe. Could be considered About the role. It's not just filler. We'll include About the role. - Responsibilities: we have Key Responsibilities list (multiple bullet points). Also Leadership & Supervision could be part of responsibilities. So we will include Responsibilities section with
  • for each duty. - Requirements: we have Required Qualifications. Could be Requirements section. Also Preferred Qualifications could be under Requirements? But we have Qualifications heading allowed. So we could have Requirements for required, Qualifications for preferred? The list includes both Required Qualifications and Preferred Qualifications. We could combine them under Requirements? But we have both headings allowed: Requirements and Qualifications. Use Requirements for required, Qualifications for preferred (or vice versa). We'll decide: Requirements = Required Qualifications. Qualifications = Preferred Qualifications. - Skills: we have Technical Skills & Core Competencies. That's Skills section. - Pay: we have wage range. So include Pay. - Schedule: we have hybrid work model description. So include Schedule. - Benefits: we have "Our Benefits:" but no specific list; it's generic. According to rule: never create Benefits section unless posting actually states them. It states "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." That's not specific benefits. So we should omit Benefits section. - Also we have values etc. Could be part of About the role. We must not include Job ID/requisition numbers. Not present. We must remove boilerplate like EEO, legal, etc. So we will cut out the long EEO paragraph, the staffing agency policy, Ban-the-Box, accommodation link, etc. We must preserve all substantive information; do not invent or summarize away detail. So we need to keep all bullet points from Key Responsibilities, Required Qualifications, Preferred Qualifications, Technical Skills & Core Competencies, Pay range, Schedule description, About the role intro. We must not repeat job title as heading. The job title is "Manager in Tax Transaction Advisory". Not to be used as heading. We must output only HTML fragment, no /, no markdown fences. Let's extract content. About the role: The first paragraph up to "Job Description:"? Actually "Your Journey at Crowe Starts Here: At Crowe, you can build a meaningful and rewarding career. With real flexibility to balance work with life moments, you’re trusted to deliver results and make an impact. We embrace you for who you are, care for your well-being, and nurture your career. Everyone has equitable access to opportunities for career growth and leadership. Over our 80-year history, delivering excellent service through innovation has been a core part of our DNA across our audit, tax, and consulting groups. That’s why we continuously invest in innovative ideas, such as AI-enabled insights and technology-powered solutions, to enhance our services. Join us at Crowe and embark on a career where you can help shape the future of our industry." That's About the role. Then after "Job Description:" we have description of role: "The Manager in Tax Transaction Advisory plays a central role in managing the day-to-day delivery of high-quality transaction-related tax services. This position is responsible for leading engagement workstreams and selected engagements, translating complex tax findings into practical client advice, and supporting the execution of the firm's national Tax Transaction Advisory strategy. The role requires strong technical judgment, disciplined project management, effective client service, and a commitment to developing team members." That could be part of About the role or Responsibilities. But we already have About the role; we could incorporate this into About the role as well. However we have a separate Responsibilities section for duties. The Job Description paragraph is more overview; we could keep it in About the role. Then "Key Responsibilities:" list. We need to capture each bullet point exactly as in text, preserving punctuation. Let's copy the bullet points: - Manages multiple concurrent transaction engagement workstreams, planning and coordinating tax due diligence, structuring, and advisory services for mergers, acquisitions, dispositions, and restructurings undertaken by private equity sponsors and corporate acquirers - Identifies, evaluates, and communicates tax exposures and planning opportunities, develops tax-efficient transaction alternatives, and escalates significant technical or risk matters to senior engagement leaders - Reviews tax returns, workpapers, data-room materials, transaction documentation, and team analyses; synthesizes findings and ensures conclusions are supported, accurate, and relevant to the transaction - Prepares and reviews client-ready diligence reports, technical memoranda, structuring analyses, and other engagement deliverables, including comments on tax provisions in merger and purchase agreements - Reviews tax-related assumptions and calculations within client financial models and leads quantitative and qualitative assessments of tax impacts on projected transaction outcomes - Manages day-to-day engagement economics and administration, including work plans, scope, budgets, timelines, billing support, and adherence to quality and risk management standards - Coordinates with professionals across domestic and international offices and other service lines to integrate specialist findings and deliver cohesive client solutions - Develops and maintains effective client relationships by leading routine status and diligence calls, presenting findings, managing expectations, and responding promptly to client needs - Supports proposals, pursuit activities, market initiatives, and the expansion of services with new and existing clients while coaching and developing staff and senior team members - Performs additional responsibilities as business needs require Then "Leadership & Supervision" bullet: - Provides day-to-day supervision to staff and senior team members by allocating work, reviewing deliverables, monitoring progress, delivering timely feedback, and escalating significant performance, technical, or engagement matters We could include that under Responsibilities as well. Now Required Qualifications: - Bachelor's degree in Accounting, Finance, Tax, or related field required - Active CPA license, U.S.-admitted attorney status, IRS Enrolled Agent (EA), or equivalent professional credential required - Minimum of five (5) years of experience in a professional services, public accounting, corporate tax, or law firm environment - At least two (2) years of direct experience in tax transaction advisory services or closely related mergers and acquisitions tax work - Demonstrated experience leading engagement workstreams, reviewing the work of others, and managing deliverables within transaction timelines required - Proficiency with Microsoft Excel, Word, and PowerPoint required Preferred Qualifications: - Advanced degree such as a Juris Doctor (JD), Master of Laws (LLM - Tax), or Master's in Accounting or Taxation preferred - Additional relevant certifications or professional designations are a plus Technical Skills & Core Competencies: - Demonstrated ability to manage multiple concurrent engagement workstreams and coordinate client service teams in a deadline-driven environment - Strong written and verbal communication skills, with the ability to translate complex tax concepts into clear, practical conclusions for clients and engagement teams - Strong working knowledge across U.S. federal income tax matters and the ability to identify when state, local, or international specialists should be engaged - Working knowledge of non-income-based taxes, including indirect, payroll, property, and other transactional tax regimes - Solid understanding of U.S. GAAP, particularly accounting for income taxes, and the interaction of tax findings with financial statements and transaction models - Ability to review transaction agreements, recognize tax controversy and procedural considerations, and apply sound judgment in escalating technical and engagement risks - Willingness and ability to travel as business needs dictate Values paragraph: "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." Could be part of About the role. Pay: "A reasonable estimate of the current range is $102,500.00 - $209,400.00 per year." 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." Growth: "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." Could be part of About the role. More about Crowe: description of entities, global network, etc. Might be considered About the role as well. We must not include boilerplate like EEO, staffing agency policy, Ban-the-Box, accommodation link, etc. Now construct HTML. We'll have:

    About the role

    Your Journey at Crowe Starts Here: At Crowe, you can build a meaningful and rewarding career. With real flexibility to balance work with life moments, you’re trusted to deliver results and make an impact. We embrace you for who you are, care for your well-being, and nurture your career. Everyone has equitable access to opportunities for career growth and leadership. Over our 80-year history, delivering excellent service through innovation has been a core part of our DNA across our audit, tax, and consulting groups. That’s why we continuously invest in innovative ideas, such as AI-enabled insights and technology-powered solutions, to enhance our services. Join us at Crowe and embark on a career where you can help shape the future of our industry. The Manager in Tax Transaction Advisory plays a central role in managing the day-to-day delivery of high-quality transaction-related tax services. This position is responsible for leading engagement workstreams and selected engagements, translating complex tax findings into practical client advice, and supporting the execution of the firm's national Tax Transaction Advisory strategy. The role requires strong technical judgment, disciplined project management, effective client service, and a commitment to developing team members. We expect the candidate to uph

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