ISP Tax Manager, Ultra-High-Net-Worth
Crowe Advisory LLC•Chicago, IL
•$102,500 - $209,400•Hybrid
About The Position
The IronSpire Group at Crowe provides boutique services to affluent families, their entities, and investment and estate planning vehicles. Its multidisciplinary team develops tailored strategies for domestic and cross-border tax challenges. The ISP Tax Manager consults with wealthy family and family office clients, oversees complex engagements, leads tax teams, and serves as a trusted business advisor. The role also includes developing junior professionals, building networks, maintaining tax expertise, and incorporating tax strategy and transformation into client work.
Requirements
- CPA or JD required.
- At least 5 years of experience in public accounting, law, or a family office environment.
- Demonstrated expertise in estate, gift, and trust taxation, including complex and cross-jurisdictional issues.
- Ability to proactively identify client needs, resolve challenges, and build long-term trusted relationships.
- Strong leadership and interpersonal skills, with a commitment to teamwork and mentorship.
- Strong knowledge of tax technology, software, and data, including Microsoft Office.
Responsibilities
- Consult with and service wealthy family and family office tax clients by solving complex problems and creating tax efficiencies while minimizing risk, including in estate and gift planning, charitable giving, and wealth transfers.
- Manage and oversee the review of multiple complex engagements; research tax matters and consult internally and externally to optimize tax strategies.
- Manage the tax team’s planning, maintenance, and execution of client deliverables and engagement economics.
- Serve as a business advisor to clients, identify opportunities, and identify and mitigate risk in coordination with wealth managers, attorneys, and family office teams.
- Develop, manage, and coach junior team members toward professional success.
- Build and maintain internal and external networks for current or future revenue channels.
- Develop personal and team tax technical knowledge and stay informed about tax law, regulations, industry developments, and technology trends, particularly in the wealthy family and family office space.
- Incorporate tax strategy and tax transformation into team and client matters.
Benefits
- Comprehensive total rewards package.
- Flexible work arrangements to help balance work and life.
- Career coaching and support for career growth and development.
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What This Job Offers
Job Type
Full-time
Career Level
Manager
Education Level
No Education Listed
