Tax Senior Manager, Private Client Services

Crowe LLP • Dallas, TX

6d

About The Position

At Crowe, you can build a meaningful and rewarding career. With real flexibility to balance work with life moments, you’re trusted to deliver results and make an impact. We embrace you for who you are, care for your well-being, and nurture your career. Everyone has equitable access to opportunities for career growth and leadership. Over our 80-year history, delivering excellent service through innovation has been a core part of our DNA across our audit, tax, and consulting groups. That’s why we continuously invest in innovative ideas, such as AI-enabled insights and technology-powered solutions, to enhance our services. Join us at Crowe and embark on a career where you can help shape the future of our industry.
Job Description:
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.

Requirements

• 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
• 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

Nice To Haves

• Masters in Taxation
• Estate and gift tax experience

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
• Working with the tax team to identify and resolve client issues
• Anticipating and addressing client concerns and resolving problems as they arise

Benefits

• Your exceptional people experience starts here. At Crowe, we know that great people are what makes a great firm. We care about our people and offer employees a comprehensive total rewards package. Learn more about what working at Crowe can mean for you!
• We will nurture your talent in an inclusive culture that values diversity. You will have the chance to meet on a consistent basis with your Career Coach that will guide you in your career goals and aspirations. Learn more about where talent can prosper!

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level