Tax Manager, Private Client Services

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

Requirements

• 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
• Hybrid Work Environment
• This position operates in a hybrid work environment that balances remote flexibility with regular in-person collaboration.
• 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.
• In compliance with federal law, all persons hired will be required to verify identity and eligibility to work in the United States and to complete the required employment eligibility verification form upon hire. Crowe is not sponsoring for work authorization at this time.

Benefits

Additional Information

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. 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.

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