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Crowe · 2 hours ago

Tax Manager, Private Client Services

Houston, TX

Full-time

Onsite

Mid, Senior Level

$84K/yr - $201K/yr

5+ years exp

Crowe is one of the largest public accounting, consulting and technology firms in the United States, and they are seeking a Tax Manager in Private Client Services. This role involves managing tax compliance and consulting for high-net-worth clients, ensuring timely tax filings, and identifying tax planning opportunities.

AccountingAdviceConsultingFinanceFinancial ServicesInformation TechnologyProfessional ServicesTax Consulting

No H1B

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

Qualification

CPAHigh Net Worth TaxMasters in TaxationTax ResearchStaff ManagementClient Relationship ManagementTechnology SkillsAI SkillsAttention to DetailTime Management

Required

BS in Accounting required

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

Preferred

Masters in Taxation is a plus

High Net Worth Individual Tax Practice experience including working with individuals, trusts, and investment entities, estate and gift experience is a plus