Tax Manager, Private Client Services

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! [https://www.crowe.com/careers/why-crowe/benefits]

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 (www.crowe.com) 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
• [http://careers.crowe.com/ban-the-box-and-fair-chance-hiring-notices] 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

• https://careers.crowe.com/crowe-applicant-assistance-and-accommodation
• [https://careers.crowe.com/crowe-applicant-assistance-and-accommodation]