Tax Manager, Private Client Services
Crowe, Houston, TX, United States
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
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 $84,500.00 - $201,000.00 per year.
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!
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!
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 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.
#J-18808-Ljbffr
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
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 $84,500.00 - $201,000.00 per year.
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!
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!
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 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.
#J-18808-Ljbffr