ISP Tax Manager, Ultra-High-Net-Worth

Crowe • South Bend, NY

2d • 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 addressing domestic and cross-border tax challenges. The ISP Tax Manager consults with wealthy family and family-office tax clients, oversees complex engagements, advises clients on tax strategies, and leads teams responsible for client deliverables and engagement economics. The role also involves collaboration with clients’ other advisors, developing junior professionals, and keeping current with tax law, regulations, industry developments, and technology. The position follows a hybrid work model for candidates near a Crowe office; candidates outside commuting distance may be considered for remote work, subject to business needs.

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.
• Proven 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 serve wealthy family and family-office tax clients, using complex problem-solving and expertise in estate and gift planning, charitable giving, and wealth transfers to create tax efficiencies and minimize risk.
• Manage and oversee the review of multiple complex engagements.
• Research tax matters and consult internally and externally to optimize tax strategies.
• Manage and oversee the tax team’s planning, maintenance, and execution of client deliverables and engagement economics.
• Serve as a business advisor to clients through subject-matter expertise.
• Share new opportunities and identify and mitigate risk.
• Work with other advisors, including wealth managers, attorneys, and family-office teams.
• Develop, manage, and coach junior team members toward professional success.
• Build and maintain an internal and external network for current or future revenue channels.
• Develop personal and team tax technical knowledge and stay current on 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.
• Career Coach meetings to support career goals and aspirations.
• Flexible work arrangements, including hybrid work near a Crowe office and possible remote work for candidates outside commuting distance, subject to business needs.

What This Job Offers

• Job Type: Full-time
• Career Level: Manager
• Education Level: No Education Listed