Tax Senior Manager, Private Client Services jobs in United States
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Crowe · 1 week ago

Tax Senior Manager, Private Client Services

Crowe is one of the largest public accounting, consulting and technology firms in the United States, committed to delivering excellent service through innovation. The Private Client Service Senior Tax Manager role involves overseeing multiple client service teams and executing tax consulting projects while maintaining strong client relationships and managing staff development.

AccountingAdviceConsultingFinanceFinancial ServicesInformation TechnologyProfessional ServicesTax Consulting
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Responsibilities

Will economically and efficiently manage projects including billing and accounts receivable responsibilities
Conduct technical review of federal and state income tax returns for individual, fiduciary, partnership, and S corp. clients, along with review of gift tax filings
Develop and maintain strong client relationships
Provide innovative tax planning strategies and compliance expertise to clients
Understand and manage firm risk on tax services performed
Manage, develop, and mentor staff/managers on projects and assess performance through formal periodic reviews and informal feedback
Maintain an active presence in the market to drive growth and attract new clients

Qualification

CPAFederal taxation expertiseClient managementMasters in TaxationLeadership experienceTax research skillsEffective communicationMentorship experience

Required

BS in Accounting preferred, Masters in Taxation is a plus
CPA required
Minimum of 8 years of experience in public accounting or corporate/public blend
Working with the tax team to identify and resolve client issues
Anticipating and addressing client concerns and resolving problems as they arise
Proven success in engagement and client management, with a track record of growing and sustaining client relationships
Possess effective writing, communication and tax research skills
Strong technical expertise in federal taxation of individuals, trusts, and investment entities. Estate and gift tax experience is a plus
Strong leadership and mentorship experience

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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Company data provided by crunchbase