Tax Manager, Financial Services (Capital Markets/Partnerships) jobs in United States
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Crowe · 1 day ago

Tax Manager, Financial Services (Capital Markets/Partnerships)

Crowe is one of the largest public accounting, consulting and technology firms in the United States, known for its commitment to innovation and quality service. They are seeking a Tax Manager for their Financial Services Tax team to manage tax engagements and oversee complex tax compliance processes for capital markets clients.

AccountingAdviceConsultingFinanceFinancial ServicesInformation TechnologyProfessional ServicesTax Consulting
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Responsibilities

Manage day-to-day tax engagements for a portfolio of capital markets clients, with a focus on investment funds, private equity, private credit, broker-dealers, and other asset management
Oversee preparation and review of complex partnership returns, tax allocations, and compliance processes
Identify tax planning opportunities and support delivery of consulting projects involving financial instruments and transactions
Serve as a main point of contact for client communications, ensuring expectations are met and issues are resolved promptly
Supervise, coach, and review work of Senior Associates and Associates, contributing to their technical development
Assist in practice development through process improvements, operational efficiencies, and support of business development initiatives

Qualification

CPAPartnership taxationTax planningCapital markets experienceTeam managementInnovation interestCommunication skills

Required

Bachelor's in Accounting
CPA required
5–7 years of tax experience, ideally with capital markets clients or investment vehicles
Strong knowledge of partnership taxation, allocations, and financial product taxation
Experience managing engagement teams and workflows
Ability to communicate complex tax concepts clearly to clients and staff
Interest in contributing to innovation, quality initiatives, and expanding client service capabilities

Preferred

Master's or advanced degree preferred

Benefits

Comprehensive total rewards package

Company

Crowe LLP is a public accounting, consulting, and technology firm.

Funding

Current Stage
Late Stage
Total Funding
unknown
2023-08-29Acquired

Leadership Team

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James L. Powers
CEO
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Joy Mikolajczak Duce
Managing Principal/Partner - Human Capital Consulting
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