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About the Role
The IronSpire Group at Crowe provides a collection of boutique services to America’s most affluent families, their entities, and investment and estate planning vehicles. Our multidisciplinary team delivers tailored strategies that navigate both domestic and cross-border tax challenges.
Responsibilities
- Consult and service wealthy family/family office tax clients through complex problem solving, creating tax efficiencies, minimizing risk through industry and functional expertise including estate and gift planning, charitable giving, and wealth transfers.
- Manage and oversee the review of multiple complex engagements.
- Research and consult internally and externally on tax matters to optimize tax strategies.
- Manage the tax team in the planning, maintenance and execution of client deliverables and engagement economics.
- Serve as a business advisor to clients through expertise.
- Share new opportunities and identify and mitigate risk.
- Work with other advisors, including wealth managers, attorneys and family office teams.
- Develop, manage, and coach junior team towards professional success.
- Established internal and external network for current or future revenue channels.
- Strong knowledge of Tax technology, software and data including Microsoft Office.
- Know and develop self and team(s) in tax technical learnings.
- Consistently invest in understanding updates to tax law, regulations and industry and technology trends, specifically in the wealthy family/family office space.
- Incorporate and embrace Tax strategy and Tax Transformation into team and client matters.
Requirements
- Minimum of 5 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.
Skills
- Tax technology
- Tax software
- Data analysis
- Microsoft Office
- Estate taxation
- Gift taxation
- Trust taxation
- Cross-jurisdictional tax issues
- Client relationship management
- Leadership
- Interpersonal skills
- Teamwork
- Mentorship
Location
- Hybrid
- Remote
Work Type
- Hybrid
- Remote
Experience Level
- Minimum of 5 years
Education Level
- CPA or JD required
Salary/Compensations
- $102,500.00 - $209,400.00 per year
Benefits
- Comprehensive total rewards package
- Career coaching
About the Company
- Crowe provides professional services through two separate entities: Crowe LLP delivers audit and attest services, and Crowe Advisory LLC provides tax, advisory, consulting, and other nonattest services.
- The Crowe Global network consists of more than 300 independent accounting and advisory services firms in more than 150 countries around the globe, making it one of the largest accounting networks in the world.
- 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.
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.