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About the Role
The IronSpire Group at Crowe provides boutique services to affluent families, their entities, and investment/estate planning vehicles. We are seeking a Senior Tax Manager with expertise in estate, gift, and trust tax planning and compliance to advise clients, manage engagements, and support the group's growth.
Responsibilities
- Consult and advise on complex wealthy family/family office tax matters via optimizing efficiencies and minimizing risk by providing industry and functional expertise including estate and gift planning, charitable giving and wealth transfers.
- Lead the review and sign-off of multiple, complex wealthy family/family office engagements ensuring quality and assessing risk.
- Research and consult on tax matters to optimize tax positions and support their financial objectives.
- Lead tax team in the planning, maintenance and execution of client deliverables and engagement economics.
- Serve as a strategic, trusted business advisor to existing clients (and their advisors) and actively source for new clients via internal and external networks.
- Lead and develop junior team towards professional success.
- Actively utilize internal and external network for current or future revenue channels.
- Possess exceptional knowledge of Tax technology, software and data.
- Invest in self and team(s) education through thought leadership in the wealthy family/family office space.
- Have advanced understanding of tax law, regulations industry and technology trends.
- Advocate and incorporate for Tax strategy and Tax Transformation into team and client matters.
Requirements
- Bachelor's degree in Accounting or JD/LLM required.
- CPA or JD required.
- Minimum of 8 years in public accounting, law, or a family office environment.
- Demonstrated expertise in estate, gift, and trust taxation, including complex and cross-jurisdictional issues.
- Proven ability to proactively identify client needs, resolve challenges, and build long-term trusted relationships.
- Strong leadership and interpersonal skills with a commitment to teamwork and mentorship.
- Uphold Crowe’s values of Care, Trust, Courage, and Stewardship.
- Act ethically and with integrity at all times.
- Must be able to verify identity and eligibility to work in the United States.
- Must complete required employment eligibility verification form upon hire.
- Crowe is not sponsoring for work authorization at this time.
Skills
- Estate and gift planning
- Wealth transfers
- Tax technology
- Tax law
- Tax regulations
- Industry trends
- Technology trends
- Tax strategy
- Tax Transformation
- Leadership
- Interpersonal skills
- Teamwork
- Mentorship
Location
- Hybrid
- Remote
Work Type
- Hybrid
- Remote
Experience Level
- Senior
Education Level
- Bachelor's degree in Accounting
- JD/LLM
- CPA
- JD
Salary/Compensations
- $127,700.00 - $269,300.00 per year
Benefits
- Comprehensive total rewards package
About the Company
- 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.
Equal Opportunity
- Crowe LLP and Crowe Advisory LLC (and their respective subsidiary entities) 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 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.
- 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.