Tax Manager-Private Client Services

Crowe•Houston, TX

22h

About The Position

As a Private Client Service Tax Manager involved in both compliance and consulting on a variety of projects, strong technical and communication skills are vital to this role. Tax consulting includes performing tax research and working with clients on tax matters as well as planning and implementing special projects. The Tax Manager is responsible for the compliance function for clients including supervising the preparation and technical review of individual, fiduciary, and investment entity income tax returns.

Requirements

BS in Accounting required, Masters in Taxation is a plus
CPA or EA
Minimum of five (5) years of progressive experience in public accounting or corporate/public blend
High Net Worth Individual Tax Practice experience including working with individuals, trusts, and investment entities, estate and gift experience is a plus
Proven engagement and staff management skills
Ability to manage and grow strong client relationships
Attention to detail, time management, and interest in developing technology and AI skills are all necessary
We expect the candidate to uphold Crowe’s values of Care, Trust, Courage, and Stewardship. These values define who we are. We expect all of our people to act ethically and with integrity at all times.
In compliance with federal law, all persons hired will be required to verify identity and eligibility to work in the United States and to complete the required employment eligibility verification form upon hire.
Crowe is not sponsoring for work authorization at this time.

Responsibilities

Identifying and implementing tax planning and consulting opportunities
Preparation and review of client tax projections and calculations
Management of client tax relationships and supervising and developing staff
Manage, direct, and monitor multiple client engagements as well as serve as an advisor to the client.
Identify and assist with implementation of tax planning and tax savings strategies.
Research and consult on complex tax matters.
Management of client and governmental deadlines to ensure timely compliance for all tax filings.
Work closely with partners and staff to integrate technology and AI into our standard operating procedures to build efficiencies and leverage while utilizing a team approach.
Oversee full cycle of client engagement, from issuance of engagement letters, delivery of services, and billing of account.
Proactively identify and pursue opportunities to expand services with existing clients and attract new high-net-worth individuals and family office clients