Tax Manager
Crowe
Senior Tax ManagerYour 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:The IronSpire Group at Crowe provides a collection of boutique tax and advisory services to America's most affluent individuals and families, their family offices, related entities, and investment and estate planning vehicles. Our multidisciplinary team delivers highly tailored strategies designed to address sophisticated domestic and cross-border tax, estate, gift, and wealth planning matters.We are seeking a Senior Tax Manager with significant ultra-high-net-worth (UHNW) individual, family, and family office tax experience, including deep expertise in complex tax compliance. This individual will play a key role in advising sophisticated clients and their advisors, leading complex engagements, developing high-performing teams, and supporting the continued growth of the IronSpire Group.Responsibilities:Advise ultra-high-net-worth individuals, families, family offices, and their related entities on complex tax matters, including income tax planning, estate and gift planning, charitable giving, wealth transfer strategies, and other sophisticated planning opportunitiesLead the review and sign-off of complex UHNW individual and family office tax compliance engagements, ensuring technical accuracy, quality, and appropriate risk managementResearch and advise on complex tax matters to optimize clients' tax positions and support their broader financial, investment, and wealth planning objectivesLead engagement teams in the planning, execution, and delivery of client work while effectively managing engagement economics, timelines, and qualityServe as a strategic and trusted advisor to clients, family offices, attorneys, investment advisors, and other members of clients' professional advisory teamsProactively identify additional client needs and opportunities to expand relationships and servicesDevelop new business through internal and external relationships, referral networks, and market activityLead, coach, and develop junior professionals while fostering a collaborative, high-performing team environmentMaintain advanced knowledge of tax law and regulatory developments affecting ultra-high-net-worth individuals, families, trusts, estates, and related entitiesLeverage tax technology, software, and data to improve the quality and efficiency of client service deliveryIncorporate tax transformation and technology-enabled solutions into team operations and client engagementsContribute thought leadership and technical expertise within the UHNW, private client, and family office marketplaceQualifications:Bachelor's degree in Accounting or JD/LLM requiredActive CPA or JD requiredMinimum of eight (8) years of progressive experience in public accounting, law, or a sophisticated family office environmentExperience serving ultra-high-net-worth individuals and families, including complex individual income tax compliance and planningDemonstrated experience with family offices and related entities, trusts, estates, partnerships, investment structures, and/or wealth transfer planningStrong technical knowledge of tax matters affecting UHNW individuals and familiesExperience leading and reviewing complex tax compliance engagements and managing multiple client relationshipsProven ability to identify client needs, advise on complex matters, and develop long-term trusted relationships with clients and their external advisorsStrong leadership, communication, and interpersonal skills with a demonstrated commitment to developing and mentoring professionals
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