Tax Manager, Private Client Services
$95.5k - $195.4kCrowe
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. 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 Qualifications: * 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 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. 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. The wage range for this role takes into account the wide range of factors that
are considered in making compensation decisions including but not limited to
skill sets; experience and training; licensure and certifications; and other
business and organizational needs. The disclosed range estimate has not been
adjusted for the applicable geographic differential associated with the location
at which the position may be filled. At Crowe, it is not typical for an
individual to be hired at or near the top of the range for their role and
compensation decisions are dependent on the facts and circumstances of each
case. A reasonable estimate of the current range is $95,500.00 - $195,400.00 per
year. 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. 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. 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! More about Crowe:
Crowe ( 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, including the City of Los Angeles’ Fair Chance
Initiative for Hiring Ordinance, Los Angeles County Fair Chance Ordinance, San
Francisco Fair Chance Ordinance, and the California Fair Chance Act. 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. If you are interested in applying for employment with Crowe and are in need of
an accommodation or require special assistance to navigate our website or to
complete your application, please visit our Applicant Assistance and
Accommodations page for more information:
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