Job Description
Family Office Services Manager, Global Private Client Services - Tax Manager Role
At **MEMBERS ONLY**SIGN UP NOW***, we value your unique journey and offer a meaningful and rewarding career. With a strong emphasis on work-life balance, we trust our employees to deliver results and make a positive impact. We embrace diversity and prioritize the well-being and professional development of our team members. Our 80-year history of excellence in audit, tax, and consulting is built on innovation, and we continue to invest in cutting-edge ideas such as AI-enabled insights and technology-powered solutions to enhance our services. Join us at Crowe and be a part of shaping the future of our industry.
Role and Responsibilities:
As a Tax Manager in the Global Private Client Service team, you will be responsible for both compliance and consulting projects. The role requires strong technical skills and effective communication to perform tax research, work with clients on tax matters, and plan and implement special projects. You will also oversee compliance for clients, including reviewing estate, gift, trust, and personal income tax returns.
Your responsibilities will include:
- Identifying and executing tax planning and consulting opportunities - Preparing and reviewing client tax projections and calculations - Managing client tax relationships - Supervising and developing staff - Overseeing multiple client engagements and acting as an advisor to clients - Implementing tax planning and tax savings strategies - Consulting on complex tax matters - Collaborating with partners, managers, and staff to improve standard operating procedures and develop client service strategies - Managing staff assignments and scheduling to meet client and government deadlines
Qualifications and Requirements:
- Bachelor's degree in Accounting (required), Master's in Taxation or LLM (preferred) - Active CPA license (required) - Minimum of 5 years of progressive experience in public accounting or corporate/public blend - Experience with High Net Worth Individual Tax Practice, including individuals, trusts, estates, and gift tax - Proven skills in engagement and staff management - Ability to cultivate and maintain strong client relationships - Proficient in writing, communication, and tax research - Experience with international tax (preferred)
At Crowe, we uphold our core values of Care, Trust, Courage, and Stewardship and expect all employees to act ethically and with integrity at all times.
Benefits and Growth Opportunities:
At Crowe, we believe that our people are our greatest asset and offer a comprehensive total rewards package to show our appreciation. We prioritize diversity and provide an inclusive culture for our employees to thrive. We also offer career coaching to help employees reach their professional goals and aspirations.
More about Crowe:
**MEMBERS ONLY**SIGN UP NOW*** (**MEMBERS ONLY**SIGN UP NOW***is one of the largest public accounting, consulting, and technology firms in the United States. We use our deep industry expertise to provide audit services to public and private entities, as well as tax, advisory, risk, and performance services to help our clients achieve their goals. We have been recognized as one of the best places to work by various organizations and serve clients globally as an independent member of Crowe Global, one of the largest global accounting networks in the world. Our network includes over 200 independent accounting and advisory firms in more than 130 countries.
Equal Employment Opportunity:
**MEMBERS ONLY**SIGN UP NOW*** 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, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state, or local laws.
Please note that **MEMBERS ONLY**SIGN UP NOW*** does not accept unsolicited resumes or referrals from any staffing agency, recruiting service, sourcing entity, or any other third-party paid service. Any resumes, referrals, or candidates submitted without a pre-existing agreement signed by both parties will be considered the property of **MEMBERS ONLY**SIGN UP NOW*** and will not be charged any fees.
