Private Client Services, Senior Tax Manager
About The Position
The Private Client Service Senior Tax Manager role requires the oversight of multiple client service teams and the proven ability to plan, direct, execute and complete tax consulting projects and compliance efforts across a variety of engagements. Responsibilities include: 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
Requirements
- 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.
- Strong leadership and mentorship experience
- Uphold Crowe’s values of Care, Trust, Courage, and Stewardship.
- Act ethically and with integrity at all times.
Nice To Haves
- BS in Accounting preferred
- Masters in Taxation is a plus
- Estate and gift tax experience is a plus.
Responsibilities
- 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
Benefits
- Comprehensive total rewards package
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What This Job Offers
Job Type
Full-time
Career Level
Senior
